MYOB Integration FAQ's
On this page:
What data is transferred to SalesIn?
What happens after sales are sent to MYOB?
How does SalesIn handle invoice numbers?
Do MYOB invoices get uploaded to SalesIn?
If I create customers in SalesIn, will they get added to MYOB?
How will I know if something goes wrong during my integration?
SalesIn works seamlessly with MYOB so you don’t have to manually enter information into both systems. Your customers and items from MYOB are available for use in SalesIn, and sales flow back to MYOB automatically.
As both SalesIn and MYOB are cloud based systems, this all happens automatically without you having to do anything.
How does it work?
- Your customer and item info is uploaded to SalesIn, so that you can use this data to make sales in SalesIn
- Your sales are then downloaded from SalesIn into MYOB
- Any payments made against these sales are downloaded from SalesIn into MYOB
What data is transferred to SalesIn?
- Customers (as well as their billing and delivery addresses)
- Items (including pricing and tax codes)
When are invoices sent to MYOB?
In SalesIn we have a “Status” field against all sales, and this is used as a flag to know that the invoice is ready to be downloaded into MYOB. By default, SalesIn comes with an Open and Closed status, but you can add as many as you like. When you first activate your MYOB integration, its default setting is to look for any Open sales and download them to MYOB. Once downloaded, these are set to Closed. You can control both of these actions using the MYOB Settings page, found in the Administration area on the SalesIn web portal.
What happens after sales are sent to MYOB?
Once a sale has been downloaded into MYOB, by default it is set to a Closed status in SalesIn. You can change this action using the MYOB Settings page, however it is recommended that a status change is made, so that users either know not to change the invoice, or are prevented from doing so (a Status can be Read Only).
With that in mind, it is important to note that once a sale is added to MYOB, all further changes to the sale must be made in MYOB. At this point, SalesIn considers the sale as “delivered” to MYOB, and will never download it again into MYOB even if changes are made to it in SalesIn . This is why we set the Status to Closed in SalesIn by default once the sale has been imported into MYOB – it’s the end of the line.
How does SalesIn handle invoice numbers?
You can choose whether to carry through the SalesIn Sale ID as the MYOB invoice number, or whether to ignore the SalesIn Sale ID altogether and just let MYOB use its next available number. Change this in the MYOB Settings page.
Do MYOB invoices get upload to SalesIn?
Yes – SalesIn keeps your recent MYOB invoices in sync with SalesIn so you always have access to your customer history.
If I create customers in SalesIn, will they get added to MYOB?
Yes – SalesIn supports adding a new customer to MYOB.
How will I know if something goes wrong during the integration?
If you fill in an email address in the MYOB Settings page, you’ll be notified if there’s a problem and what the problem is. Once this happens, the integration will be stopped and it's up to you to rectify the problem and start it again.