Note: For MYOB to sync successfully with Vtiger CRM, configurations needed to be mapped appropriately.
Syncing MYOB Contacts to Vtiger CRM Organizations
- While creating a contact on MYOB, If your customer is a company or an organization, you should choose Designation as Company.
- On MYOB, under the Contacts module, All Contacts with Designation Company are synced with Vtiger CRM’s Organizations module.
Follow these steps to sync MYOB Contacts (Company) to Vtiger CRM’s Organizations module:
- Login to your MYOB account.
- Click Contacts.
- Select Create Contact.
- Under Contact Type, select Customer.
- Under Designation, select Company.
With this, MYOB Contacts with Designation Company are synced to Vtiger CRM’s Organizations module.
Note: Selecting Contacts with Designation Supplier or Personal will not sync MYOB Contacts with Vtiger CRM.