MYOB Sync & Neto Guide

On This Page

• Connect MYOB
• Sync Products and Customers
• Settings
• Data to MYOB
  1. Orders/Invoices
  2. Payments
  3. Customers
  4. New Products
  5. Return
• Data from MYOB
  1. Inventory
  2. New Products
• Schedule
• Save, Start, Pause & Run Now
• Logs & Errors

 

Sync your Neto data with your MYOB Business, AccountRight or Essentials account automatically. The app will sync products, inventory, customers, orders and transactions.

To get started add the MYOB and Neto app from within the Neto add-on store.

 

Connect MYOB

1. Ensure your MYOB account is correctly setup as show in this guide. Ensure this is the account used when authenticating. 
2. Go to Connections page
3. Click Connect MYOB Account at the top right and select product group. Press authenticate.
4. Sign into your MYOB account.
5. Once authorisation is completed you will be returned to Neto.

Sync Products and 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 Neto 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 Neto 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.

 

1. Got to Settings page and select your Neto store from Select Maropost Account dropdown.
2. Select your MYOB account from Select MYOB Account dropdown.
3. Choose a company file you want linked to Neto.
4. Select the date you installed for future reference.
5. Select the tax code to be used for products sold with tax.
6. Select the tax code to be used for products sold without tax collected.
7. Select the check boxes for the data flows you wish to set up.

 

 

 

Data to MYOB

1. Orders/Invoices

This process will export any orders from your Neto store as invoices in MYOB. The order process has multiple optional and required settings.

These processes will export any orders from your Neto 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 Neto orders in MYOB. 

Use Category (optional): Choose a category to export the order into. 

Tax Inclusive (optional): Select if Neto 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 Neto. 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 add-on will import last day of orders from Neto and then any new orders.

Orders will keep trying to be exported to MYOB for 7 days if there are errors.

 

2. Payments

This will export all Neto payments to MYOB as long as the invoice exists within MYOB. You will need to select the payment account in MYOB that corresponds to each payment method in Neto. 

 

 

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.

 

3. Customers

This process will create a new customer card in MYOB every time you get a new customer in Neto. This will be required for creating orders with the original customer. The "Only Sync via Username" option will only check the MYOB display ID against Neto customer username. This setting should be turned on if multiple usernames have the same email in MYOB and Neto.

 

 

4. New Products

If you create products in Neto 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 Neto to MYOB

 

Neto	MYOB
SKU	Number
Name	Name
Description	Description
Image	Image
	Active
	Is Inventoried
	Is Bought
	Is Sold
Selling Details
Default 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 create an order.

 

5. 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.

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:

 

 

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

 

Note:

• An RMA needs to be refunded before it will be processed into MYOB. After saving and adding an RMA you need to then:

Close and issue credit:

Issue refund:

Mark as paid and complete:

After this stage the refund will then be sent to MYOB.

If you would like a different data flow for RMAs please contact us to discuss.

 

 

Data from MYOB

1. Inventory

This will import your inventory from MYOB and import it into the Neto 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 warehouse on Neto.

1. Choose the Neto warehouse you would like your MYOB location to be linked to.
2. Select the app Product Group to sync products from. By default it is MYOB AccountRight.
3. 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 Neto please email support with the MYOB location(s) and Neto warehouses 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.

 

2. New Products

This process will create a new product in your Neto account for any MYOB product that is not linked to a Neto product. To activate this please contact us.

This will not create variants in Neto.

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 Neto

 

MYOB	Neto
Number	SKU
Name	Name
Description	Description
Base Selling Price	Default Price
Standard Cost	Cost Price
Is Active	Active

 

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.