MYOB AccountRight Cloud Connector
  • 05 Aug 2024
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MYOB AccountRight Cloud Connector

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Article summary

1. MYOB AccountRight Cloud Connector Configuration in 12d Synergy

Setting

Value/Value Source

Additional Information

Identifiers To Import

Enter the comma separated identifiers that an entity must have selected to be imported (eg. A, D, Q). Leave it blank to import entities regardless of their identifiers.

Custom field

Only Import Active Entities

Yes/No

Restricts the connector to only import entities marked as active.

Account Username

Enter the MYOB account username

Custom field

Account Password

Enter the MYOB account password

Custom field

Company File

Enter the name of the MYOB company file.

Custom field

API Key

Enter the MYOB API Key

Custom field

API Secret

Enter the MYOB API Secret

Custom field

Authorisation Code

After entering the MYOB API key and secret codes, the authorisation code to connect to the cloud is generated.

Custom field

Import Company Contact

Yes/No

For each company, import a contact using the contact name field and the company details.

2. MYOB AccountRight Cloud Connector Mappings in 12d Synergy

2.1. Job Mappings in 12d Synergy

Source Field

Type

Target Attribute

*Recommended Attribute Name

*Recommended Attribute Display Name

Project MYOB Company File ID

Text

MYOBCompanyFileID

MYOBCompanyFileID

MYOB Company File ID

*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.

2.2. Contact Mappings in 12d Synergy

Source Field

Type

Target Attribute

*Recommended Attribute Name

*Recommended Attribute Display Name

Contact MYOB Card ID

Text

MYOBID

MYOBID

MYOB ID

Contact Phone

Text

Phone

Phone

Phone

Contact Phone 2

Text

Phone2

Phone2

Phone 2

Contact Phone 3

Text

Phone3

Phone3

Phone 3

Contact Address

Address

Address

Address

Address

Contact Hyperlink

Text

Hyperlink

Hyperlink

Hyperlink

Contact MYOB Display ID

Text

MYOBDisplayID

MYOBDisplayID

MYOB Display ID

Contact MYOB Card Type

Text

MYOBCardType

MYOBCardType

MYOB Card Type

*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.

2.3. Company Mappings in 12d Synergy

Source Field

Type

Target Attribute

*Recommended Attribute Name

*Recommended Attribute Display Name

Company MYOB Card ID

Text

MYOBID

Company Phone

Text

Phone

Company Phone 2

Text

Phone2

Company Phone 3

Text

Phone3

Company Address

Address

Address

Company Hyperlink

Text

Hyperlink

Company MYOB Display ID

Text

MYOBDisplayID

Company MYOB Card Type

Text

MYOBCardType

Company ABN

Text

ABN

ABN

ABN

Company Contact Name

Text

ContactName

ContactName

Contact Name

*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.

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