Set up MYOB API

MYP supports integration with the following MYOB versions:

• Select ARM Pro > Administration > API settings
• Open ‘Third party software’
• Select ‘Add third party software’
• Select ‘MYOB (AccountRight)’
• Enter ‘Account name’
• Select ‘Confirm’

WARNING: Note that removing any third party software link will remove its associated organisation links and all associated mappings. The removal is permanent and cannot be reversed.

Establish organisation link with MYOB account

• Open ‘Organisation links’
• Select ‘Add organisation link’
• Select the relevant ‘Account name’
• Select the relevant ‘Organisation’
• Select ‘Yes’ for ‘Include payroll’ + ‘None’ for all other options

NB: To begin the process, it is best not to import/export data at this stage.  This step is only about establishing an electronic connection.

• Log into MYOB when prompted
• Select the company file name from the drop-down
• Enter the company file username (usually ‘Administrator’)
• Enter password

Check to confirm the connection has been established:

• Select ARM Pro > Administration > API Settings
• Open ‘Pay rates’
• Select the relevant account from the ‘–Select account –’ drop-down menu
• The ‘Select pay rate type’ drop-down should contain the pay rates from the payroll settings in your MYOB account

Re-establish organisation link

If a MYOB account has already been connected to MYP, but has lost it’s organisation link:

• If you only have one MYOB organisation:
  • Remove the existing link then re-add the link
  • Complete set-up outlined in ‘Establish Organisation Links’

• If you have more than one MYOB organisation:
  • Remove the existing link(s) then re-add the link(s)
  • Complete set-up outlined in ‘Establish Organisation Links’
  • Previously linked organisations will be greyed out from the drop-down menu, if an organisation is greyed out, select ‘Continue with X organisation(s)’

• You will be redirected back to MYP where the greyed out MYOB organisation can be selected from a drop-down menu

• Select ‘CONFIRM’

NB: Please leave the ‘Third Party Software’ section untouched. Otherwise, previous links will be lost.

Export contacts from MYP into MYOB

Important checks prior to export:

• Contact must have a first name + last name
• First + last name must not be greater than 25 characters combined
• Name of organisation/client cannot be more than 50 characters
• There cannot be more than 6 contacts in an organisation/client to be exported into MYOB

To export the contacts:

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’
• In the ‘Contacts’ row, select the relevant account from the ‘Export to’ drop-down menu
• Select ‘Export’

NB: You will receive an email notification that lists all export successes and failures.

NB: For plan managers ONLY – to sync invoices to MYOB, all providers/suppliers must have ‘Supplier’ or ‘Provider’ ticked in the relationship column in ARM.  The sync will not work if providers/suppliers sync as customers.

Import contacts from MYOB into MYP

NB: Due to the limitations of MYOB, importing contacts from MYOB is strongly discouraged. This is because individual cards import as individuals (rather than organisations) in ARM.

Using the ‘Group/ File /Folder’ naming convention in MYP will transfer as is to MYOB.

If the ‘Group’ naming convention in MYOB is not required, then either:

• Map contacts within the ARM organisation to an Individual MYOB Card (functionality to be available in July/August 2020)
• Create all GENIUS clients + representatives as individual contacts in ARM

NB: This method is highly discouraged as the relationships between contacts are not easily identifiable.

Export staff from MYP into MYOB

Important checks prior to export:

• No additional information is required by MYOB to create an employee card other than the compulsory MYP fields:
  • First name
  • Last name
  • Email address
  • Phone number
  • State

NB: ‘Contact Name’ is the combination of ‘First name’ and ‘Last name’ and is restricted to 25 characters or less in MYOB.

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’
• In the ‘Employees’ row, select the relevant account from the ‘Export to’ drop-down
• Select ‘Export’

NB: You will receive an email notification that lists all export successes and failures.

Import staff from MYOB into MYP

• Select ARM Pro > Administration > API Settings
• Open ‘Structure’
• In the ‘Employees’ row, select the relevant account from the ‘Import to’ drop-down
• Select ‘Import’

NB: You will receive an email notification that lists all export successes and failures.

Information included from sync:

• Name
• Address
• DOB
• Gender
• Phone number/Mobile number

NB: Review staff details in ARM and update any relevant additional fields.