MYOB AccountRight Desktop Connector
- 05 Aug 2024
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MYOB AccountRight Desktop Connector
- Updated on 05 Aug 2024
- 1 Minute to read
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- PDF
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1. MYOB AccountRight Desktop 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 | The MYOB account username | Custom field |
Account Password | The MYOB account password | Custom field |
Company File | The name of the MYOB company file. | Custom field |
Base API URL | Leave as default | This is the base URL to the MYOB AccountRight company files. |
Import Company Contact | Yes/No | For each company, import a contact using the contact name field and the company details. |
2. MYOB AccountRight Desktop 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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