On This Page
- Connect MYOB
- Sync Product and Sync Customers
- Settings
- Data to MYOB
- Orders/Invoices
- Payments
- Customers
- Returns
- New Products
- Data from MYOB
- Inventory
- New Products
- Schedule
- 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.
Install the Shopify app from the app store: https://apps.shopify.com/myob-business
Connect MYOB
- 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.
Sync Products and Sync Customers
On settings page click Sync Products and Sync Customers buttons to sync data between your accounts. This will import all your products and customers from both MYOB and Shopify into the app. These only have to be run once before starting the integration and will not export anything to either store.
Settings
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
1. Orders/Invoices
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.
Use 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 Customers to 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 "Generic" and than a 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.
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.
Use Custom Order Prefix (optional): You can create a prefix for your Shopify orders in MYOB.
Use Category (optional): Choose a category to export the order into.
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.
The format of the address section is:
Company name
First and Last name (if you select this option)
Address 1
Address 2
City State Postcode
Country
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.
Click Save button once settings have been set.
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
Starting the app will import last day 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.
Additional Options (available upon request)
- Only sync fulfilled orders from Shopify. Default is all all orders including unfulfilled, fulfilled and partial.
- Set order line tax codes. Default is setting same tax code for all order lines based on whether order had tax collected.
2. Payments
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:
- Customer
- Date
- Amount
- Payment method
- Receipt number
- Account
Export Payments to Orders and Converted Invoices: When you have selected Orders and Invoices data flows you have the option to only attach payment to invoice (default) or to order as well.
Additional Options (available upon request)
- Capture pending and successful payments. Default is successful payments only.
- Map Shopify payment methods to individual MYOB accounts. Default is all payments to one MYOB account.
3. Customers
This process will create a new customer card in MYOB every time you get a new customer in Shopify. This is required for creating orders with the original customer.
4. Returns
This process will create a credit note in the form of an invoice entry with negative stock value and a credit balance. The credit will appear under Returns & Credits in the desktop app or Customer returns in the web app.
You can then choose to settle the credit by applying it to an open invoice or recording a refund: https://www.myob.com/au/support/myob-business/sales/customer-returns-credits-and-refunds
The PO and invoice numbers on MYOB will have "-R" appended to it so it differs from the original order ID. When using sequential numbering on MYOB only the PO number will have "-R" appended. For example you will see invoice and credit note in MYOB like this:
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.
Delete all products from app and click Product Sync button to ensure products are up to date before activating this option
Fields copied from Shopify to MYOB
| Shopify | MYOB |
| Sku | Number |
| Title | Name |
| Body HTML | Description |
| Image | Image |
| Active | |
| Is Inventoried | |
| Is Bought | |
| Is Sold | |
| Selling Details | |
| Price | Base Selling Price |
| Items Per Buying Unit = 1 | |
| Tax Code = Setting (Tax Code For Taxed Orders) | |
| Is Tax Inclusive = Setting (Tax Inclusive) | |
| Buying Details | |
| Cost Price | Standard Cost |
| Items Per Selling Unit = 1 | |
| Tax Code = Setting (Tax Code For Taxed Orders) | |
| Is Tax Inclusive = Setting (Tax Inclusive) | |
Additional Options (available upon request)
Creates all products that are not synced to a MYOB product. Default is to only create products that are missing in MYOB when we attempt to export an order.
Data to Shopify
1. Inventory
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
Additional Options (available upon request)
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. This option is only available on the pro plan.
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.
2. New Products
This process will create a new product in your Shopify account for any MYOB product that is not linked to a Shopify product. To activate this please contact us.
This will not create variants in Shopify.
Delete all products from app and click Product Sync button to ensure products are up to date before activating this option
Fields copied from MYOB to Shopify
| MYOB | Shopify |
| Number | Sku |
| Name | Title |
| Description | Body HTML |
| Base Selling Price | Price |
| Standard Cost | Cost Price |
| Is Active | Status |
| Photo URI | Photo Source |
Additional Options (available upon request)
Use MYOB Last Purchase Price as Shopify Cost Price. Default is Standard cost.
Schedule
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.