Using MYOB AccountRight Live? Go here for more information.
|This article details how GeoOp and all MYOB products other than MYOB AccountRight Live. As most of the MYOB family of products are desktop based products and not a cloud-based one, the integration possible at this time is limited to tailored CSV export files. This will enable you to add your GeoOp invoice line items to MYOB invoices. However information coming the other way (Parts/Inventory and Clients) must be exported from MYOB and imported to GeoOp meeting the standard import function guidelines provided.|
Before you start...
Sharing information between GeoOp and MYOB allows you to, import Clients and Parts from MYOB into GeoOp and export Invoice line items into MYOB to create invoices.
Some important things to remember...
1. When importing clients from MYOB, the 'Case ID' = 'Client Code' in GeoOp.
2. When Importing Parts from MYOB, the 'Item Number' = 'Item Number' in GeoOp.
It is important to get both of these correct for invoice exports to MYOB.
3. Items in MYOB can be added as Parts or Services, if that is what your business requires. In GeoOp Services = Charges and Parts = Parts, most importantly they are separated within GeoOp. Therefore an import of Parts into GeoOp from MYOB should be treated with care to ensure you only bring in actual Parts records through and not your entire Item list from MYOB.
Activating a MYOB CSV export integration
When logged in as an Administrator, go to Settings > Company Account > Integration. You will see the MYOB logo, click on "setup". In the popup window, click the checkbox next too "Enable MYOB CSV export".
Before you click 'save' you need to decide which format GeoOp needs to use for your MYOB CSV exports. The choices are the normal MYOB format, MYOB format A or MYOB format B. Listed below is all the details contained on each export: