MYOB & Shopify Guide

On This Page

• Connect MYOB
• Upgrade to Pro Plan
• Initial Sync
• Refresh Button
• Settings
• Products from MYOB
• Inventory from MYOB
• Products to MYOB
• Customers to MYOB
• Orders/Invoices to MYOB
• Payments to MYOB
• Schedule
• Save, Start, Pause & Run Now

Sync your Shopify data with your MYOB Business, AccountRight or Essentials account automatically. We sync products, inventory, customers, orders and transactions.

There are a number of steps required in getting your Shopify and MYOB accounts syncing data.

Install the Shopify app from the app store: https://apps.shopify.com/myob-business

 

Connect MYOB

1. Ensure your MYOB account is correctly setup as show in this guide. Ensure this is the account used when authenticating. 
2. Go to MYOB page.
3. Click Connect MYOB Account at the top right and select a product group. Press authenticate, if required sign into your MYOB account.
4. You will be taken to the MYOB website to authorise the connection.
5. Once authorisation is completed you will be returned to Shopify.

 

Upgrade to Pro Plan

The free plan allows you to sync your inventory data from MYOB to Shopify. To sync orders, payments, customers and products you will need to upgrade to the pro plan. 

To upgrade go to Accounts menu in app and subscribe to MYOB Business Pro Plan. You will receive a 14 day free trial when you upgrade first time from free plan.

 

 

Initial Sync

On home page click Initial Sync button to sync data between your accounts. This will import all your products, customers and inventory from both MYOB and Shopify into the app. This only has to be run once before starting the integration and will not export anything to either store. If you do not run the initial sync first, you may have duplicate products appear in either store and some orders not being processed. Only run the initial import once otherwise products may be duplicated, malformed or missing.

 

Refresh button

If at anytime data is not loading on the page please click the Refresh button to load setting option.

 

Settings

You now can configure your data flow settings before switching on the integration.

If you are already creating products in Shopify and MYOB and wish to remain this way, please ensure the products to and from MYOB is not ticked.

1. Got to Settings page and select your Shopify store from Select Store 1 dropdown.
2. Select your MYOB account from Select MYOB Account 2 dropdown.
3. Choose a company file you want linked to Shopify.
4. You can select an integration date to start syncing data. If you choose an earlier date some data may duplicate if not set to be unique.
5. Select the tax code to be used for products sold with tax.
6. Select the tick boxes for the data flows you wish to set up.

 

Products from MYOB

This process will create a new product in your Shopify account whenever you create a new product in MYOB. This will not create variants in Shopify. 

 

Inventory from MYOB

This will import your inventory from MYOB and import it into the warehouse selected. MYOB AccountRight does not support multiple warehouses so we are unable to split stock and export it to multiple warehouses.

1. Choose the Shopify Location you would like your MYOB warehouse to be linked to.
2. Select the app Product Group to sync products from. By default it is MYOB AccountRight.
3. Please select the quantity type in MYOB that you would like to import.

 

 

Products to MYOB

If you create products in Shopify this process will export them to your MYOB account, each variant will be created as a new item in MYOB. You will need to fill out the accounts that the product will be created under, these are generic and we are unable to change them per product. You may edit the settings at any time if you change these accounts.

 

 

 

Customers to MYOB

This process will create a new customer card in MYOB every time you get a new customer in Shopify. This will be required for creating orders with the original customer.

 

 

Orders/Invoices to MYOB

This process will export any orders from your Shopify store as invoices in MYOB. The order process has multiple optional and required settings.

User Customer: If you want the customer on the order to be the same as the invoice created in MYOB, select use customer "From Order". It is required that you have Create Customers in MYOB box ticked and selected Sync all Customers when using the From Order option. You can also create a default customer in case the order is missing an email and/or the customer cannot be found, otherwise the order will not be exported. If instead you wish for a default customer to be used for all orders please select that customer from the drop down box.

If you do not want Create Customer data flow you will need to select Generic customer option in Orders settings.

User Category: Choose a category to export the order into. (optional)

User Custom Order Prefix: You can create a prefix for your Shopify orders in MYOB. (optional)

Tax Inclusive: Select if Shopify orders are tax inclusive and this field will be marked as true on MYOB orders. (optional)

Customer name in Shipping Details: Adds the customer name to shipping details section in MYOB order. (optional)

Summarise Line items by Account: Products are not listed as order lines but instead the account selected is used. This field can be used when no stock is kept in MYOB and you still require orders to export successfully. This requires hybrid layout (services and items) on your company file. (optional)

Set Delivery Status To: Adds the status on MYOB for either Print, Email or PrintAndEmail. (optional)

Time Zone: Sets the time zone for order times.

 

 

Payments to MYOB

This will export all Shopify payments to MYOB, you will need to select the payment account that these will be deposited into.

 

Fields set in MYOB include:

• Customer
• Date
• Amount
• Payment method
• Receipt number
• Account

 

Schedule

When you click start on app the schedule you set will be used. You have the option to set hourly times up to every 15 minutes, daily times and weekly times.

 

 

Save, Start, Pause & Run Now

Once your settings are entered click save button. If all required settings have been set and saved the Start button will become available. Click Start to begin scheduled data flows.

The app also has the option to trigger data flows instantly by hitting the Run Now button. This option doesn't require a schedule to be set.