Channelup uses MYOB Single Sign On (SSO) to connect to your account and transfer data. New MYOB accounts have SSO switched on automatically however older accounts may not have it enabled.
Check if SSO is enabled
You can find if your user has SSO enabled by going to your AccountRight desktop app and going to Setup -> User Access, navigate to your user and check if the box is ticked or not.
If it is not ticked please follow the instructions below to continue setting up the integration through Channelup.
Why should you enable SSO
Other integrations may ask you to provide your username/password to your MYOB account in order to authenticate with MYOB. We believe that sharing usernames/passwords is a bad security practise (as does MYOB), and as a result we ask you to enable SSO for the user.
When we authenticate instead of asking for the username/password, you will press a button and it will re-direct you to MYOB, signing in on the MYOB website means Channelup will never know your username/password. Instead we are given a "key" from MYOB that allows us to communicate with your account to perform actions relevant to the integration. This key can also be revoked at any time.
Setting up SSO
To enable SSO for an existing user go to your Account Right desktop application go to Setup > User Access and navigate to the user. Tick the box "sign on with a my.MYOB account" and press Save and Invite, follow the instructions in the email to set it up.
If you do not wish to enable SSO for your current users, please create a new user within MYOB specifically for Channelup with the SSO option enabled.
To create a new user go to the desktop application > Setup -> User Access and press new, ensure the tickbox "sign on with a my.MYOB account" is ticked and that the account will be created as an administrator.
Set the username and email as you wish. Click save and invite user, check your email to setup this user.