MYOB Sync for BigCommerce: Detailed Setup Guide

Step 1 of 8

Install the approved BigCommerce app

The public Marketplace listing is in progress. Contact MySync for installation access, then install the approved MYOB Sync app for your store and accept its permissions. Allow pop-ups for the BigCommerce control panel if the app cannot open.

Step 2 of 8

Open the app from BigCommerce

Select Open MYOB Sync from BigCommerce Apps. The app prepares the store owner’s MySync setup and signs the owner in automatically; an account created during installation does not need a separate MySync password. Check that the intended store is selected.

Authorised staff can view imported records and run read-only imports. The store owner manages provider connections, settings, transfers and billing. Removing a staff member’s app access revokes their MySync access to the store.

Step 3 of 8

Connect MYOB and confirm the company file

Go to Connections and select Connect MYOB. Sign in to MYOB, approve access and confirm the company file for this store. Review the company name before running any transfer. If MYOB reports an approval error, restart the connection from the app and send the error text to support if it continues.

Step 4 of 8

Import and configure a small sample

In Sync jobs, import products, customers and orders. Review matching in Products and Customers. In Settings, choose the company currency, taxable and zero-tax codes, customer strategy, eligible order statuses and modification lookback.

Enable the sales document types you need. With orders and invoices both selected, completed eligible orders create invoices and other eligible orders create sales orders. Enable confirmed payments separately and select the MYOB bank account. Test-mode, failed or unconfirmed transactions remain for review.

Step 5 of 8

Choose whether to record credits and refunds

In Settings → Payments, select Automatically create MYOB credits and refunds only if you want this flow, then save. It is off by default and runs with your transfers.

For supported confirmed product and shipping refunds, the app creates a credit against the original MYOB invoice, applies it to the unpaid balance and records the paid portion refunded from the selected bank account. This records a refund already made in BigCommerce; it does not send money through a payment gateway.

Order-only sales awaiting an invoice, unmatched or changed invoices, custom-amount or fee refunds, foreign currency and unconfirmed cash payments remain for review. Check the source refund and the MYOB documents before resolving an exception manually.

Step 6 of 8

Test stock, product and price updates

Choose the BigCommerce inventory location before enabling MYOB stock updates. Configure product and price flows separately, select the price direction and fields, and review whether zero prices should be ignored. Use the optional test SKU to limit catalogue updates while checking a known product; that filter does not limit sales imports.

Step 7 of 8

Run transfers, then enable a schedule

Save the configuration and run a manual transfer from Sync jobs. Compare the sales, customers, payments and any refunds with MYOB. Review Activity and record statuses. After the first result is correct, choose an eligible Hourly or Daily schedule and check the displayed UTC time. Importing or saving settings does not start a manual transfer.

Step 8 of 8

Manage billing, uninstall and reinstall

Use Account & help for plans and billing. Uninstalling MYOB Sync from BigCommerce cancels renewal while preserving the current subscription or trial end date. Store credentials are removed and sync work stops.

Reinstalling restores the same owner setup and shows the days of access remaining. It does not automatically restart renewal or create a new trial. The owner can select Re-enable renewal while the subscription is still eligible, or choose a plan after it has ended. Former staff access stays revoked until a fresh BigCommerce grant.