The company information of the client associated with every sale invoice you export from Connectwise gets exported into MYOB as a Customer Card. And those associated to purchase orders are exported as Supplier Cards.
The following is the field mapping, which explains what fields of the Customer or Supplier Card in MYOB are being populated, and where in ConnectWise they come from.
| MYOB Customer Card | ConnectWise Manage Company |
Name | Company |
Card ID* | ConnectWise Manage > Company Finance > Account |
Address | Primary Address Line 1 Primary Address Line 2 |
City | City |
State | State |
Postcode | Zip |
Contact | Name |
| MYOB Supplier Card | ConnectWise Manage Company |
Name | Company |
Card ID | ConnectWise Manage > Company Finance > Account The prefix set in the configuration screen is applied if available |
Address | Primary Address Line 1 Primary Address Line 2 |
City | City |
State | State |
Postcode | Zip |
Phone #1 | Phone |
Preparation before using the integration app for the first time:
- All companies in Connectwise that will be exported as either customer or supplier cards will need to have a proper unique identifier in the Account field in the Company record in Connectwise. To find this field, open the Company Finance view of the company. This value needs to be a unique text that will have no more than 15 characters as this field will be exported into MYOB as the Card ID which accepts only that many characters.
- If some of those companies are already existing in MYOB then you will need to manually initialise them by finding them in MYOB as Customer Cards or Supplier Cards and manually set their Card IDs with the same value as the Account field in Connectwise. That way you will be linking these records between both systems, and prevent the integration app from duplicating these entries.
A few important notes about how companies are exported to MYOB:
- The integration app does not export all companies in Connectwise. It exports only the companies related to the sale invoices or purchase orders you are exporting.
- The integration app will try to match an existing company in MYOB by the Card ID (not by the name or any other field). If a match cannot be found via the Card ID then a new card will be created, otherwise the invoice/purchase order will be linked to the existing card. Hence the notes about the initial preparations to manually link existing cards before you use the integration for the first time.
- Information on existing cards may be updated if you set the option to update customer or supplier cards in the Configuration screen.