Connectwise Integration for MYOB Configuration



The Configuration screen allows you to setup connections to Connectwise PSA and MYOB and configure MYOB export related settings. It consists of the Connection and the Export Setting tabs. To access this screen, click on the Configuration button on the menu bar.






 

Configuration Options

MYOB Connection

MYOB File Location

The location of the MYOB Company File. It can be either a path to file in the local computer or to a folder shared in the network. For optimal performance it is recommended that the Connectwise Integration is installed in the same computer where your MYOB Company File resides, although this is not mandatory. If you should point at an MYOB file located in a shared folder over the network we do recommend that you use UNC path instead of a mapped unit driver. Example of a UNC path: \\Server\MYOBFiles\Cleanwtr.MYO.

MYOB Username

MYOB Username. This user must not have any MYOB security restrictions.

It is recommended to setup a user account specifically for Connectwise Integration for MYOB rather than sharing a personal user account.

MYOB Password

Password to the MYOB file.

Application Location

Location of the MYOB executable application file. This must be a local path, meaning the MYOB software must be installed in the same computer where the Connectwise Integration software resides.

User must ensure that it is the same version with the selected MYOB version.

(e.g. C:\Premier125\Myobp.exe)

Country + MYOB Version

The MYOB application version, including the country. Available countries are: Australia and New Zealand.

Test Connection (button)

Will check if Connectwise Integration for MYOB is able to connect to the specified MYOB file.

Connectwise Connection

Site

The URL of the site you use when connecting to Connectwise PSA.

Note: In some cases you will need to use a URL that is different than the one you use to connect to PSA. As a general rule, if the same URL does not pass the connection test then try adding "api-" at the beginning of your URL, e.g. if the URL you use to connect to PSA is aus.myconnectwise.net then try

api-aus.myconnectwise.net. If this still does not work then please refer to your Connectwise documentation to find out what URL you have been assigned by Connectwise for the Accounting API.

Company ID

Company ID as entered on Connectwise PSA Login Screen.

Connectwise Username

Connectwise Username as entered on Connectwise PSA Login Screen.

This user must have Edit Level security.

Connectwise Password

Connectwise Password as entered on Connectwise PSA Login Screen.

Test Connection (button)

Will check if Connectwise Integration for MYOB is able to connect to the Connectwise site specified.

Export Settings: Tax

MYOB Tax Exempt Code

MYOB Tax Code used for tax exempt transactions. Typically setup as ‘FRE’ in MYOB Accounting Software.

MYOB GST Tax Code

MYOB Tax Code used for GST incurring transactions. Typically setup as ‘GST’ in MYOB Accounting Software.

Tax Code When Bought

MYOB Tax Code when Bought for exported MYOB Items. Typically setup as ‘GST’ in MYOB Accounting Software.

Tax Code When Sold

MYOB Tax Code when Sold for exported MYOB Items. Typically setup as ‘GST’ in MYOB Accounting Software.

GST Tax Rate

The GST Rate to apply to exported transactions which include tax. Typically set to 10.00%.

Enter tax inclusive prices into Connectwise: Invoices

Enable this box if unit prices on invoices in Connectwise include tax.

Enter tax inclusive prices into Connectwise: Purchases

Enable this box if unit costs on purchases in Connectwise include tax.

Enter tax inclusive prices into Connectwise:

Expenses

Enable this box if expense amounts in Connectwise include tax. If ticked then the amount indicated in the Expense will be exported as the amount including tax and the amount excluding tax will be calculated. If unticked then the tax amount will be zero.

Export Settings: Transaction Status

Export Sales as

Connectwise Integration for MYOB can export MYOB Sales as Quotes, Orders or Open Invoices.

Invoice Delivery Status

Connectwise Integration for MYOB can export MYOB Sales with the following invoice delivery status:

  • To be Printed
  • To be emailed
  • To be Printed and emailed
  • Already Printed or sent
Layout Item Sales
Service Sales
Invoice Detail Option Summary Only
Detailed

Truncate Invoice # if too long

MYOB allows a maximum of 8 characters for invoice numbers. If invoice numbers in Connectwise are longer than that, they will be rejected by MYOB unless you tick this box which will export them with the number truncated to the first 8 characters.

Export Expenses as

Expenses are exported to MYOB as Service Purchases. This option defines the format in MYOB for those purchases: Quotes, Orders or Bills.

Expense Delivery Status

Expenses are exported to MYOB as Service Purchases. This option defines the delivery status for those purchases:

  • To be Printed
  • To be emailed
  • To be Printed and emailed
  • Already Printed or sent
Layout Service Purchases

Export Purchases as

Connectwise Integration for MYOB can export MYOB Purchases as Quotes, Orders or Bills.

Purchase Delivery Status

Connectwise Integration for MYOB can export MYOB Purchases with the following delivery status:

  • To be Printed
  • To be emailed
  • To be Printed and emailed
  • Already Printed or sent
Layout 

Item Purchases
Service Purchases

Truncate Purchase # if too long

MYOB allows a maximum of 8 characters for purchase order numbers. If purchase order numbers in Connectwise are longer than that, they will be rejected by MYOB unless you tick this box which will export them with the number truncated to the first 8 characters.

Export Settings: Card

Create MYOB Customer Card

If enabled, customer cards will be created in MYOB along with the invoices if they are not registered yet.

Update MYOB Customer Cards

If enabled, customer cards will be updated in MYOB when exporting invoices to reflect any changes made to the contact in Connectwise.

Create MYOB Supplier Cards

If enabled, supplier cards will be created in MYOB along with the purchases if they are not registered yet.

Update MYOB Supplier Cards

If enabled, supplier cards will be updated in MYOB when exporting purchases to reflect any changes made to the contact in Connectwise.

Supplier Card ID Prefix

Use this setting if companies in Connectwise are used as both: clients to invoice and suppliers to purchase. When exporting them into MYOB they need to be registered as different cards: one as a customer and another one as a supplier. Set up a prefix that will be used as part of the exported supplier Card ID so that it doesn’t conflict with the customer Card ID (which won’t use any prefix).

Create MYOB Supplier Cards for Employees

If enabled, supplier cards will be created in MYOB for staff members along with the expenses if they are not registered yet.

Update MYOB Supplier Cards for Employees

If enabled, supplier cards will be updated in MYOB for staff members when exporting expenses to reflect any changes made to the contact in Connectwise.

Create MYOB Items 

If enabled, items will be created in MYOB along with the invoices or purchases if they are not registered yet.

Update MYOB Items

If enabled, items will be updated in MYOB when exporting invoices or purchases to reflect any changes made to the product in Connectwise.

Truncate if Card ID is too long

Customer and Supplier Card IDs have a maximum length of 15 characters in MYOB, although Connectwise supports a longer value. If a customer or supplier has an ID longer than 15 characters then the item will not be exported and an error message will be displayed for you to modify the company’s ID.

Enable this option if you want the integration software to export customers and suppliers with the ID truncated to 15 characters.

Export Settings: Item

Use Product ID Only

If exporting items in an invoice or purchase, use the product’s ID. Only if the element does not contain any product ID (in the case of services) then the Non-Product ID is used.

Replace Product ID with Non-Product ID if specified

If exporting items in an invoice or purchase use the Non-Product ID if one is provided instead of the product ID.

Export Settings: Payment Terms

Do you use Payment Terms?

Enable to use the invoice’s payment term. If unticked, it will use the default set on the customer card in MYOB. Note that when exporting the payment term from the invoice in Connectwise, it will always be expressed in number of days.

Export Settings: Procurement Options

Export the Purchase Order’s date into MYOB from

Select Purchase Order’s Date if you want the document date to be used as the purchase order date in MYOB.

Select Supplier’s Invoice Date if you want the date from the supplier’s invoice if one is provided on the purchase. If this is not available then the document date will be used.

Export Settings: Job

Job Number Format

This configuration option allows you to combine the following fields to define your MYOB Job Number:

  • {ProjectName}
  • {CompanyID}
  • {JobNumber} (Refer to the Configuration section of this document for more details on how to setup Accounting Package.)

Sample: {ProjectName} – {CompanyID} – {JobNumber}

Project Name Delimiter

The Project Name can be used as your MYOB Job Number. Refer to the Job Number Format configuration option below.

This configuration option allows you to select the text between the first letter and delimiter of the Project Name. The available delimiter options include:

  • -
  • ~
  • !
  • @
  • #
  • $
  • %
  • ^
  • &
  • *

 

Example: If you want to map projects in Connectwise to Jobs in MYOB, then the name of projects must start with the Job Number as in MYOB, followed but the delimiter and then the actual name of the project.

Project Name in Connectwise: 1661~Network Deployment

Job Number in MYOB: 1661

Job Number Format in the Configuration Screen: {ProjectName}

Project Name Delimiter in the Configuration Screen: ~

Export Settings: Categories

I do not use Categories

Set to this option if you do not use categories in sales and purchases in MYOB.

I will use a default Category

Set this option to set all sales and purchases to a fixed Category. Indicate the category to use by typing its name in the text box next to this setting option.

I will map receivable/payable accounts

Set this option if you want to use different categories according to a category mapping. To map categories for sales create a mapping in the GL Accounts settings table in Connectwise PSA (refer to the Connectwise PSA GL Accounts Setup section of this document) selecting “Accounts Receivable” as the Account Type. Complete the values for Table and Record on that screen to define the mapping, and set the value of the Category in the Account field.

Similar mapping for purchases are done with “Accounts Payable” as the Account Type.

Export Settings: Location (Only available in MYOB Premier Enterprise)

Do you use MYOB Locations?

Enable if you use Locations in you MYOB file.

Location ID for Sales

Specify the location for sales.

Location ID for Purchases

Specify the location for purchases.