Connection to Connectwise and MYOB : Innovent Support

The Configuration screen allows you to setup connections to Connectwise Manage and MYOB AccountRight.

How to access this

Open the Configuration menu
Open the Connection tab.

This screen will automatically appear the first time you run the integration.

Connection tab

Use this tab to enter the credentials to both MYOB AccountRight and Connectwise Manage.

MYOB Connection

In this section enter credentials to your MYOB company file. This section will look different depending on the version of MYOB you are using. MYOB AccountRight Live or MYOB AccountRight Classic.

For MYOB AccountRight Live (e.g. v 2021, 2020, etc.) then the section will look like this:

If your company data file is hosted in your own premises (local network/server):

Important: If you host your own MYOB Server, make sure you follow the steps indicated on this link: Setting up the MYOB AccountRight Live API. You will need to follow those steps when you install MYOB Server Edition for the first time, and every time you install a new version.

Use Cloud Library	Untick this box.
Network address and port number	This is the address of the server in your local domain where you have MYOB AccountRight Server Edition installed. You can type either the server's name or its IP address. The MYOB server uses port 8080 by default, but if different then tick the Specify Port box to indicate the port number.
Company File	Once you have entered a valid network address for your server, this dropdown will be loaded with all the MYOB company files found. Pick the file from the list.
Username and password	Enter the credentials to your MYOB file.

Example Only:

If your company data file is hosted in MYOB's cloud:

Use the following settings.

Use Cloud Library	Tick the box to access MYOB's server in the cloud. When you do, you will see MYOB prompting you to log in with your cloud credentials (email address + password). This may be skipped if you already are authenticated in the MYOB application. See notes below for more information on this option.
Network address and port number	This option is not applicable when using the Cloud Library. It will disappear from the screen when the option above is ticked.
Company File	Once you have successfully authenticated to MYOB after ticking in the option to use Cloud Library, this dropdown will be loaded with all the MYOB company files found on your subscription. Pick the company file from the list.
Username and password	Enter the credentials to your MYOB file.

Example:

When ticking in the option to use Cloud Library, the following screen will pop up prompting you to enter your MYOB cloud credentials (email address + password).

Once you enter those, click Sign In, and you will return to the previous screen and you'll be able to pick the company file and enter the MYOB credentials to the company file.

For MYOB AccountRight Classic (e.g. version 19), the screen will look like this

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.
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.
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:\Premier19\Myobp.exe)
Country and MYOB version	The MYOB application version, including the country. Available countries are: Australia and New Zealand.

Connectwise Connection

Site	The URL of the site you use when connecting to Connectwise Manage. This is the same URL you use when you open your Connectwise Manage application. Note: In some cases you will need to use a URL that is different than the one you use to connect to Manage. 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 Manage 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 Manage Login Screen.
API Version	This is the version of the Connectwise API. You must select version 3.0. Version 2.5 is deprecated and will be retired by Connectwise at some stage.
Public and Private API Keys	Applicable if you are using API 3.0. You will need to generate this key in Connectwise. Read on for more details on where to get these from.