On This Page
- Connect MYOB
- Upgrade to Pro Plan
- Data to MYOB
- New Products
- Data from MYOB
- New Products
- Multiple Locations
- Product Prices
- Save, Start, Pause & Run Now
- Logs & Errors
Sync your Shopify data with your MYOB Business, AccountRight or Essentials accounts automatically. The app has a number of data flows between platforms which include products, inventory, customers, orders and transactions. If you require additional options not available in the public app please contact us.
There are a number of steps required in getting your Shopify and MYOB accounts syncing data.
- Ensure your MYOB account is correctly setup as show in this guide. Ensure this is the account used when authenticating.
- Go to MYOB page.
- Click Connect MYOB Account at the top right and select a product group. Press authenticate, if required sign into your MYOB account.
- You will be taken to the MYOB website to authorise the connection.
- Once authorisation is completed you will be returned to Shopify.
Upgrade to Pro Plan
The free plan allows you to sync your inventory data from MYOB to Shopify. To sync orders, payments, customers and products you will need to upgrade to the pro plan.
To upgrade go to Accounts menu in app and subscribe to MYOB Sync Pro Plan. You will receive a 14 day free trial when you upgrade first time from free plan.
After you upgrade you will have access to all data flows on Settings page:
On home page click Sync button to sync data between your accounts. This will import all your products, customers and inventory from both MYOB and Shopify into the app. This only has to be run once before starting the integration and will not export anything to either store. If you do not run Sync first, you may have duplicated products appear in either store.
You now can configure your data flow settings before switching on the integration.
If you are already creating products in Shopify and MYOB and wish to remain this way, please ensure the products to and from MYOB is not ticked.
Required settings are marked with a (*) and need to be completed for the app to become available to start.
Refresh button - If at anytime data is not loading on the page please click the Refresh button to load setting option.
- Got to Settings page and select your Shopify store from Select Store 1 dropdown.
- Select your MYOB account from Select MYOB Account 2 dropdown.
- Choose a company file you want linked to Shopify.
- You can select an integration date to start syncing data. If you choose an earlier date some data may duplicate if not set to be unique.
- Select the tax code to be used for products sold with tax.
- Select the tax code to be used for products sold without tax collected.
- Select the check boxes for the data flows you wish to set up.
Data to MYOB
These processes will export any orders from your Shopify store as orders and/or invoices in MYOB.
You can select orders only, invoices only or both orders and invoices to be created by selecting the corresponding check boxes. Required settings are marked with a (*) and need to be completed for the app to become available to start.
User Customer: If you want the customer on the order to be the same as the invoice created in MYOB, select use customer "From Order". It is required that you have Create Customers in MYOB box ticked and selected Sync all Customers when using the From Order option. You can also create a default customer in case the order is missing an email and/or the customer cannot be found, otherwise the order will not be exported. If instead you wish for a default customer to be used for all orders please select that customer from the drop down box.
If you do not want Create Customer data flow you will need to select Generic customer option in Orders settings.
User Category (optional): Choose a category to export the order into.
User Custom Order Prefix (optional): You can create a prefix for your Shopify orders in MYOB.
Tax Inclusive (optional): Select if Shopify orders are tax inclusive and this field will be marked as true on MYOB orders.
Customer name in Shipping Details (optional): Adds the customer name to shipping details section in MYOB order.
Summarise Line items by Account (optional): Products are not listed as order lines but instead the account selected is used. This field can be used when no stock is kept in MYOB and you still require orders to export successfully. This requires hybrid layout (services and items) on your company file. More information on hybrid layouts can be found here: https://apisupport.myob.com/hc/en-us/articles/360001325496-Hybrid-Layout
Use Order ID as MYOB Number (optional): Select this if you would like the MYOB order/invoice number to be same as Shopify. If not selected it will use MYOB sequential numbering.
Set Delivery Status To: Adds the status on MYOB for either Print, Email, PrintAndEmail or Nothing.
Time Zone: Sets the time zone for order times.
Click Save button once settings have been set.
Initial sync will import last 2 days of orders from Shopify and then any new orders.
Orders will keep trying to be exported to MYOB for 7 days if there are errors.
This will export all Shopify payments to MYOB, you will need to select the payment account that these will be deposited into.
Fields set in MYOB include:
- Payment method
- Receipt number
This process will create a new customer card in MYOB every time you get a new customer in Shopify. This will be required for creating orders with the original customer.
This process will create a refund entry against the previously exported order when a refund is applied on Shopify. This option is in beta and only available upon request.
5. New Products
If you create products in Shopify this process will export them to your MYOB account, each variant will be created as a new item in MYOB. You will need to fill out the accounts that the product will be created under, these are generic and we are unable to change them per product. You may edit the settings at any time if you change these accounts. To activate this please contact us.
Data to Shopify
1. New Products
This process will create a new product in your Shopify account whenever you create a new product in MYOB. This will not create variants in Shopify. To activate this please contact us.
This will import your inventory from MYOB and import it into the warehouse selected. If you would like to map individual locations please see Multiple Locations section below.
The app shows you the option for syncing total of all warehouses in MYOB into one location on Shopify.
- Choose the Shopify Location you would like your MYOB warehouse to be linked to.
- Select the app Product Group to sync products from. By default it is MYOB AccountRight.
- Please select the quantity type in MYOB that you would like to import:
- Available Quantity
- Quantity on Hand
- Quantity Committed
3. Multiple Locations
If you would like to map individual locations between MYOB and Shopify please email support with the MYOB location(s) and Shopify location(s) mapping so we may set this up for you.
You can map all locations or select individual ones for inventory syncing. When this is set up the Quantity on Hand value in individual locations is used.
4. Product Prices
The app can update your Shopify product prices based on changes in MYOB. To activate this please contact us.
When you click start on app the schedule you set will be used. You have the option to set hourly times up to every 15 minutes, daily times and weekly times.
Save, Start, Pause & Run Now
Once your settings are entered click save button. If all required settings have been set and saved the Start button will become available. Click Start to begin scheduled data flows.
The app also has the option to trigger data flows instantly by hitting the Run Now button. This option doesn't require a schedule to be set.
Logs & Errors
The logs page contains details of any issues that have caused any processes to fail.
A list of app specific errors can be found here.
MYOB errors and their solutions can be found in this article. These are usually errors that have to be resolved on MYOB.