Note: To sync MYOB with Vtiger CRM successfully, configurations needed to be mapped appropriately.
Syncing MYOB Invoices to Vtiger CRM Invoices- On MYOB, under the Sales module, Invoices are synced with Vtiger CRM’s Invoices module.
- To sync MYOB Invoices with Vtiger CRM’s Invoices module, you should choose MYOB Invoices with Invoice settings Services and Items.
Follow these steps to sync MYOB Invoices with Vtiger CRM:
- Login to your MYOB account.
- Click Sales.
- Select Create Invoice.
- Click the Settings icon.
- Under Field Layouts, select Services and items.
Note: Selecting Services will not sync MYOB Invoices with Vtiger CRM.