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How do I sync MYOB Contacts to Vtiger CRM Organizations?

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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: 
  1. Login to your MYOB account.
  2. Click Contacts.
  3. Select Create Contact.
  4. Under Contact Type, select Customer.
  5. 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.
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