If you use MYOB Advanced, you can integrate your MYOB account to FieldInsight.
1. Open Integrations in FieldInsight
Click the enable button for MYOB Advanced
In the popup, on the left under FieldInsight click connect
Then click Authorize
FieldInsight is now ready to connect to MYOB Advanced
Enter your MYOB Advanced username and password
Open MYOB Advanced to get your Web Service end points
Click on More items - Integrations - Show all
select Web Service endpoints
Click on view endpoint services and select Open API 2.0
Copy the URL and split it over these fields
Select if you want to your FieldInsight invoices created as Invoices or Sales Orders in MYOB Advanced
Select if you want to export your customers as Account or Site customers (this should be the custom that you invoice)
Check No item code on invoice if you don’t want to export the Inventory item codes to MYOB Advanced
Check Append site Address as a note to add the site address to the invoice note in MYOB Advanced
Select a default branch for exported items
Select a default branch to select for the exported invoices
Select a default account for exported invoices
Click save to complete the configuration
Import customers and Suppliers from MYOB Advanced
You can now export content from your FieldInsight account to your MYOB account. Learn more about how to export data by clicking here.
Did this answer your question?
😞 😐 😃