Using
MiSync for MYOB
V2.8.1.5 and above
Copyright
Printed: 11 November 2014
© 2014 by Metisc. All rights reserved.
Notice
This user guide and the software it describes are furbished under a
license agreement. The software may be used and copied only in
accordance with the terms of the agreement. No part may be copied,
transmitted or reproduced in any form without written permission from
Metisc.
Microsoft Dynamics CRM is a trademark of Microsoft Corporation. All
products mentioned herein are registered trademarks of their respective
owners.
MYOB AccountRight is a trademark of MYOB. All products mentioned
herein registered trademarks of their respective owners.
Unit 5, 800 Albany Highway
East Victoria Park, WA 6101
Australia
Ph:
Fax:
Web:
E-mail:
+61 8 9355 5880
+61 8 9291 7893
http://www.Metisc.com.au
[email protected]
2
Table of Contents
Getting Started .............................................................................................................................................. 6
Overview ...................................................................................................................................................... 6
System Requirements ................................................................................................................................... 6
Technical Support......................................................................................................................................... 6
Overview ...................................................................................................................................................... 7
Synchronisation Logic .................................................................................................................................. 7
MiSync for MYOB Edition .......................................................................................................................... 7
Pre – Install Requirements.......................................................................................................................... 10
First Time Set Up ....................................................................................................................................... 11
MiSync for MYOB environment ................................................................................................................ 11
Data Source Open Database Connectivity (ODBC) ................................................................................... 11
CRM ........................................................................................................................................................... 13
Customisation/solution file ......................................................................................................................... 13
Services - Activities............................................................................................................. 13
Service Activity – Activity Slips ......................................................................................... 13
MYOB ........................................................................................................................................................ 14
MYOB Registration – where not previously registered ............................................................................. 14
ODBC Activation ....................................................................................................................................... 15
CRM and MYOB Data – matching process ............................................................................................... 15
Installation .................................................................................................................................................. 16
MiSync for MYOB ..................................................................................................................................... 16
Using MiSync for MYOB .......................................................................................................................... 20
Starting MiSync for MYOB ....................................................................................................................... 20
Running MiSync for MYOB for the First Time ......................................................................................... 21
Configuration.............................................................................................................................................. 21
Configuration  MYOB..................................................................................................... 22
Configuration  MYOB EXO ........................................................................................... 24
Configuration  MYOB API ............................................................................................. 25
Configuration  CRM ........................................................................................................ 26
Application Configuration ................................................................................................... 28
Field Mapping Configuration .............................................................................................. 29
3
Product  CRM <> MYOB ............................................................................................... 30
About .......................................................................................................................................................... 38
How to Run Synchronisations .................................................................................................................... 39
Entity and Field Mappings ......................................................................................................................... 40
CRM Account and MYOB Customer Company ........................................................................................ 40
CRM Contact and MYOB Customer Individual ........................................................................................ 46
CRM Case and MYOB Job ........................................................................................................................ 51
CRM Activities and MYOB Activities ...................................................................................................... 53
CRM Service Activity and MYOB Activity Slip ....................................................................................... 53
CRM Invoice and MYOB Item Sales ......................................................................................................... 54
CRM Invoice Product and MYOB Item Sales Line ................................................................................... 60
CRM Order and MYOB Item Sales ........................................................................................................... 62
CRM Order Product and MYOB Item Sales Line ...................................................................................... 65
CRM Quote and MYOB Item Sales ........................................................................................................... 66
CRM Quote Product and MYOB Item Sales Line ..................................................................................... 69
CRM Payment Receipt and MYOB Receive Payments ............................................................................. 71
MYOB Item and CRM Product .................................................................................................................. 73
MYOB Stock on Hand to CRM Stock on Hand ......................................................................................... 75
MYOB Price List to CRM Price List ......................................................................................................... 76
MYOB Price List Item to CRM Price List Item ......................................................................................... 77
MYOB Account to CRM GL Account ....................................................................................................... 79
MYOB Payment to Method CRM Payment Method ................................................................................. 80
MYOB Currency to CRM Currency .......................................................................................................... 80
MYOB Warehouse to CRM Warehouse .................................................................................................... 81
MYOB Custom List to CRM Custom List ................................................................................................. 82
MYOB Tax Code to CRM Tax Code ......................................................................................................... 82
MYOB Employee to CRM Staff ................................................................................................................ 83
Appendices ................................................................................................................................................. 86
Frequently Asked Questions....................................................................................................................... 86
Known Issues ............................................................................................................................................. 86
MYOB to CRM : Customer Company to Account ............................................................. 86
MYOB to CRM : Customer Individual to Contact ............................................................. 86
MYOB Activity Slip to CRM Service Appointment .......................................................... 86
Service Activities ................................................................................................................ 86
4
Synchronisation of a large number of records ..................................................................... 87
Synchronisation of CRM to MYOB .................................................................................... 87
Synchronisation of CRM to MYOB API ............................................................................ 87
Release Notes ...................................................................................................................... 87
Installation Notes ................................................................................................................. 89
Software License ................................................................................................................. 89
Grant of License .................................................................................................................. 89
Ownership of Software ........................................................................................................ 90
Transfers .............................................................................................................................. 90
Term .................................................................................................................................... 90
Restricted Rights ................................................................................................................. 90
Limited Warranty ....................................................................................................................................... 90
5
Getting Started
Overview
MiSync for MYOB is a tool that allows you to transfer and synchronise
data between Microsoft Dynamics CRM and MYOB.
System Requirements
Microsoft Dynamics CRM 4.0, Microsoft Dynamics CRM 2011, or
Microsoft Dynamics CRM 2013
MYOB AccountRight Premier v19 or MYOB AccountRight Enterprise
v19
Technical Support
For technical support, contact:
Metisc
www.metisc.com.au
[email protected]
6
Overview
Synchronisation Logic
MiSync for MYOB performs the following synchronisations:




















CRM Service Activity to MYOB Activity Slip
CRM Case to MYOB Job
CRM Account to MYOB Customer Company
CRM Contact to MYOB Customer Individual
CRM Resource to MYOB Employee
CRM Invoice to MYOB Item Sale
CRM Payment Receipt to MYOB Receive Payments
CRM Activities to MYOB Activities
MYOB Item to CRM Product
MYOB Customer Company to CRM Account
MYOB Customer Individual to CRM Contact
MYOB Job to CRM Case
MYOB Item Sale to CRM Invoice
MYOB Item Sale to CRM Order
MYOB Item Sale to CRM Quote
MYOB Activity Slip to CRM Service Activity
MYOB Account to CRM GL Account
MYOB Payment Methods to CRM Payment Methods
MYOB Cards to CRM Administrative Entities
MYOB Activities to CRM Activities
MiSync for MYOB Edition
MiSync for MYOB Premium support :






CRM Service Activity to MYOB Activity Slip
CRM Case to MYOB Job
CRM Account to MYOB Customer Company
CRM Contact to MYOB Customer Individual
CRM Resource to MYOB Employee
CRM Invoice to MYOB Item Sale
7














CRM Payment Receipt to MYOB Receive Payments
CRM Activities to MYOB Activities
MYOB Item to CRM Product
MYOB Customer Company to CRM Account
MYOB Customer Individual to CRM Contact
MYOB Job to CRM Case
MYOB Item Sale to CRM Invoice
MYOB Item Sale to CRM Order
MYOB Item Sale to CRM Quote
MYOB Activity Slip to CRM Service Activity
MYOB Account to CRM GL Account
MYOB Payment Methods to CRM Payment Methods
MYOB Cards to CRM Administrative Entities
MYOB Activities to CRM Activities
MiSync for CRM Lite support :







MYOB Cards to CRM Administrative Entities
MYOB Account to CRM GL Account
MYOB Payment Methods to CRM Payment Methods
CRM Account to MYOB Customer Company
CRM Contact to MYOB Customer Individual
CRM Invoice to MYOB Item Sale
CRM Payment Receipt to MYOB Receive Payments
MiSync for MYOB Lite support:







MYOB Cards to CRM Administrative Entities
MYOB Account to CRM GL Account
MYOB Payment Methods to CRM Payment Methods
MYOB Customer Company to CRM Account
MYOB Customer Individual to CRM Contact
MYOB Item Sale to CRM Invoice
MYOB Payment Methods to CRM Payment Methods
MiSync for MYOB Basic Support:








CRM Account to MYOB Customer Company
CRM Contact to MYOB Customer Individual
CRM Invoice to MYOB Item Sale
CRM Payment Receipt to MYOB Receive Payments
MYOB Cards to CRM Administrative Entities
MYOB Account to CRM GL Account
MYOB Payment Methods to CRM Payment Methods
MYOB Customer Company to CRM Account
8



MYOB Customer Individual to CRM Contact
MYOB Item Sale to CRM Invoice
MYOB Payment Methods to CRM Payment Methods
9
Pre – Install Requirements
ODBC configuration - Host system setup
Prior to installing MiSync for MYOB, you need to get the host system
ready. Please see the relevant section in the following page.
MYOB data – backup data
Prior to installing MiSync for MYOB, it is recommended that you make
a backup of all your MYOB data.
CRM data – backup data
Prior to installing MiSync for MYOB, it is recommended that you make
a backup of all your CRM data.
CRM Customisation & Solution files – backup copy
Prior to installing MiSync for MYOB, it is recommended that you make
a copy of your CRM Customisation and solution files.
CRM – MYOB data matching & checking
Prior to installing MiSync for MYOB, it is urged that you determine the
key data entities for duplicates or incorrect spellings.
Where CRM is a master, match Account, Contact & Resource (User)
names exactly.
Where MYOB is a master then match Customer Company, Customer
Individual and Employee Individual names exactly.
Please make sure that the number of decimal places between CRM and
MYOB is already matched.
CRM – MYOB data matching – Activities & Services
Prior to installing MiSync for MYOB, it is recommended that you check
and match the Activities in MYOB to the Services in CRM.
CRM – MYOB data matching – Job & Case
Prior to installing MiSync for MYOB, it is recommended that you check
and match the Jobs in MYOB to the Cases in CRM so that the Activity
Slips in MYOB and Service Activities in CRM can be synchronised.
MYOB Currency Setup
Prior to installing MiSync for MYOB, it is recommended that you setup
MYOB for multiple currencies where the business deals with multiple
currencies.
10
MiSync for MYOB – Application Install
When you install MiSync for MYOB application, it is
recommended that you install MiSync for MYOB on the same
PC/server that the MYOB data file is located on.
First Time Set Up
MiSync for MYOB environment
Prior to installing MiSync for MYOB, you need to get the host system
ready. Perform the below steps to accomplish this.
Open Database Connectivity (ODBC) Data Source
Navigate to the ‘Start’ menu of Windows and open ‘Administrative
Tools’. If you are using a 64 bit operating system you will need to access
‘Administrative Tools’ by going to:
‘C:\Windows\SysWOW64\odbcad32.exe’.
You will get a window that looks similar to the following:
11
Go to the ‘System DNS’ tab and you should see a list of data sources.
Click the ‘Add…’ button and from the list pick ‘MYOAU1001’.






Enter data for ‘Data Source Name’ and ‘Description’
Click the ‘Browse’ button and locate your company file, the one
used by MYOB
Enter a user name and password for a person that can access that
company file
Tick the ‘Enable’ check box, click the ‘Browse’ button and
locate the MYOB application. This will usually be called
‘Myobp’ or ‘Myobp.exe’
If you are running a multi user version of MYOB, Pick ‘Multiuser Access’ and select the correct protocol other users access
MYOB with from the ‘Protocol’ dropdown
Lastly, click the browse button and point to the ODBC key file
inside the MiSync for MYOB install directory. It is in the ‘Key’
file. This key is a serial number that allows your CRM system to
access MYOB. This file ends with ‘.key’ extension.
12
CRM
Customisation/solution file
MiSync for MYOB requires customisations/changes to be made to the
CRM system that it will connect to.
All these customisations/changes are in a file called
‘MiSyncforMYOBSolution_x_x_x_x_managed.zip’, this zipped file
should be emailed to you so that you can save it in the MiSync for
MYOB install directory. When you have done the backup actions, you
can then install the MiSync for MYOB Solution.
Prior to importing this file to your CRM Solutions area, Metisc strongly
advises that you should backup your MYOB and CRM data. You should
also do a backup of your specific CRM customisation/solution file.
Important - In addition to the MiSync customisations/changes, you will
need to address the following:
Services - Activities
There is no need to match activities in both the CRM system and
MYOB. To do this, go to your CRM system, navigate to ‘Settings’ 
‘Business Management’ and click ‘Services’. All the services you see in
the CRM list must match to what is in the MYOB activities list.
To do this, open MYOB, navigate to ‘Time Billing’  ‘Activities List’
and select an activity. Make sure that ‘Activity ID’ is the same as the
‘Name’ field in CRM for a service.
Use existing CRM importer program to transfer all Activity descriptions
to CRM Service entries or manually ensure that items match.
Service Activity – Activity Slips
To synchronise service activities with MYOB Activity Slips, you need
an MYOB Job for each CRM case.
Update existing CRM Service Activity with relevant details when the
MYOB Activity Slip has been invoiced.
MYOB field Invoice ID stored against relevant CRM SA in text field.
If there are multiple invoices then use comma separated format stored in
text field in CRM.
13
MYOB table - “ActivitySlipInvoiced” holds relevant information about
the invoice document that relates to which MYOB Activity Slip.
MYOB
Currency – if you deal with multiple currencies then you will need to set
the multi-currency feature in MYOB. This is only available in MYOB
Premier. To activate multi-currency:
1. Go to the ‘Setup’ menu and choose ‘Preferences’
2. Click the ‘System’ tab
3. Tick the ‘I Deal in Multiple Currencies [System-wide]’ radio
button. A message appears advising that every transaction and
report will be affected
4. Click ‘OK’
If you do not allow this feature and you deal with multiple currencies
then you will get an error during synchronisation of data.
MYOB Registration – where not previously registered
You need to have a registered copy of MYOB for the MiSync for MYOB
process to work.
To do this, go to:
https://my.myob.com.au/Pages/ProductRegistration.aspx
Fill in all the necessary details and click the ‘Continue’ button.
Next, go to MYOB  Setup  Company Information  Licens e and
then enter the confirmation code:
14
Lastly click the ‘Enable Online’ button.
ODBC Activation
You will need to activate your MYOB ODBC. To do this, go to:
https://my.myob.com.au/Pages/ODBCActivation.aspx
Enter your MYOB serial number.
For the ‘Activation Number’ enter: 136784. This is the MiSync for
MYOB required number. Click the ‘Submit’ button.
CRM and MYOB Data – matching process
Important - Prior to synchronising data between CRM and MYOB, you
will need to match it in both of the systems. The matching process is
determined by the master system, either CRM or MYOB. The matching
process is a manual process and it is necessary to eliminate any
duplicates. For example, you may have an account in CRM and you also
have this same account (as customer company) in MYOB but it has a
slightly different spelling. When you do a synchronisation, the program
will create a second account because the names are different and it thinks
they are 2 different accounts.
If the master source of data is CRM, then you will need to match the data
in MYOB so that it has the same data as CRM. You will need to do this
for Account, Contact and Resource (User):

CRM Account is matched on CRM Account Name to MYOB
Name of Customer Company
15


CRM Contact is matched on CRM First Name and Last Name to
MYOB First Name and Last Name of Customer Individual
CRM Resource (User) is matched on CRM First Name and Last
Name to MYOB First Name and Last Name of Employee
Individual
If the master source of data is MYOB, then you will need to match the
data in CRM so that it has the same data as MYOB. You will need to do
this for Customer Company, Customer Individual and Employee
Individual.

MYOB Customer Company is matched on MYOB Name to
CRM Account Name of Account
 MYOB Customer Individual is matched on MYOB First Name
and Last Name to CRM First Name and Last Name of Contact
 MYOB Employee Individual is matched on MYOB First Name
and Last Name to CRM First Name and Last Name of Resource
(User)
To do the data match, simply open CRM on one side and MYOB on the
other and match the data.
Installation
MiSync for MYOB
Important - Prior to installing a MiSync for MYOB update you must
Uninstall the MiSync for MYOB application. To do this - Right click on
the application icon and start the Uninstall process.
Save the MiSync for MYOB new install file onto the Desktop of the
server/ PC that will hold the syncing schedule and application (where you
want to run the MiSync for MYOB process from.
Run the installation program. This will ideally be the computer or server
on which the MYOB data file is located. Click
installation.
to begin the
16
If you already have another version running on your machine, a popup
will be shown:
Enter your Name and Organization Name, then click Next.
17
To proceed with the installation you need to uninstall the existing one. To
un-install, see “Installation Notes” section in the appendices.
Choose the location you wish to install to and choose whether you want
to install shortcuts for current user only or make them available to
everyone. Click
to continue the installation.
18
Click
to start the installation.
Once installation is complete, click
process.
to end the installation
19
To un-install, see “Installation Notes” section in the
appendices.
Using MiSync for MYOB
Starting MiSync for MYOB
To launch MiSync for MYOB, double-click the MiSync for MYOB
shortcut on your desktop:
Alternatively, go to:
Start  All Programs  Metisc  MiSync for MYOB
20
Running MiSync for MYOB for the First Time
The following window opens the first time you run MiSync for MYOB.
You will see this window every time you run the program:
Configuration
These are the available options of the main screen along with their
description:
21
There are two configurations:
1. Connection Configuration
It is used for configuring platform synching configuration
2. Application Configuration
It is used for configuring other configuration needed by
MiSync for MYOB to run properly
To use Connection Configuration just simply click Connection
Configuration menu button



Navigate to this tab to set up connections for MYOB and CRM
To configure MYOB connection, click on the ‘MYOB’ option under
the ‘Type’ section
To configure CRM connection, click on the ‘CRM’ option under the
‘Type’ section
Configuration  MYOB




Click the ‘Add’ button to configure an MYOB connection.
Enter data into the fields as required:
Connection Name – this is the name for the connection.
UserID – this is your MYOB Administrator user ID.
22
 Password – this is your MYOB Administrator Password.
 Database – this is the server address of where your MYOB






application sits.
Host EXE Path – this is the path to your MYOB Application file.
‘Key’ field – browse to the ‘Key’ file in the install directory of
MiSync for MYOB and select the key inside. It ends with ‘.key’
extension
Use Prefix field – tick this if you want to use prefix for the sync
process so that it can have unique data. It will not be mixed with other
MYOB file data. Once you save this connection, never change this
again, because it will cause the data you sync to have another unique
id.
Use Exchange Rate field – tick this if you want to multiple the item
price with the exchange rate of currency that’s been set in the Price
Level Mapping.
Click the ‘Test Connection’ button to test all the information entered
Click the button in the price list mapping for configuring the price list
to currency mapping
 Select currencies for each price level in MYOB. Default is AUD.
Click OK to save the changes
 After Price Level Mapping has been saved, the changes can be seen in
the configuration grid
23
 Once all the data has been entered and tested to make a successful
connection, press the ‘Save’ button. This will save all the details
entered so you can use them again
Configuration  MYOB EXO
 Click the ‘Add MYOB EXO’ button to configure an MYOB EXO






connection.
Enter data into the fields as required:
Connection Name – this is the name for the connection.
Server Name – – this is the server address of where your MYOB EXO
application sits.
Database Name – this is the name of MYOB EXO database.
User Name – this is your MYOB EXO Administrator user ID.
Password / PWD – this is your MYOB EXO Administrator Password.
24
 Use Prefix field – tick this if you want to use prefix for the sync
process so that it can have unique data. It will not be mixed with other
MYOB file data. Once you save this connection, never change this
again, because it will cause the data you sync have another unique id.
 Click the ‘Test Connection’ button to test all the information entered
 Once all the data has been entered and tested to make a successful
connection, press the ‘Save’ button. This will save all the details
entered so you can use them again
Configuration  MYOB API
 Click the ‘Add MYOB API’ button to configure an MYOB API
connection.
 Enter data into the fields as required:
Connection Name – this is the name for the connection.
Use Cloud Web API – check this if using the MYOB Cloud Web API
Web API Address – enter the address of MYOB API
Company Context – choose the MYOB database file
25
If you’re using MYOB Cloud API:
Web API Address, Scope, and User Authorization URL will
automatically be filled.
Redirect URI – enter the redirect uri of your MYOB API account
Client ID – enter the Key id of your MYOB API account
Client Secret Code – enter the Secret code of your MYOB API
account
Configuration  CRM
26
 Click the ‘Add’ button to configure a CRM connection
 Enter configuration data for CRM:
Connection Name – enter the name of the connection
Use SSL (Secure Socket Layer) – check if the url is using
SSL(HTTPS)
Use IFD (Internet Facing Deployment) – check if the CRM is
deployed for internet connection. Uncheck if the CRM is only for
internal use.
Use CRM Online – check if using CRM Online
Use Office 365 Account – check if the CRM is using Office 365
Account
Server Name – enter the url of CRM server
Server Port – enter the url port
Home Realm URL – enter this field if only using ADFS Endpoint
URL e.g. https://adfs.crmonline.ws/adfs/services/trust/mex
Domain – enter the domain the CRM is on
User Name – enter the username you use to get into CRM
Password – enter the password you use to get into CRM




Open the Organization Context browser and choose the CRM
Organization
Click the ‘Test Connection’ button to test all the information entered
Once all the data has been entered and tested to make a successful
connection, press the ‘Save’ button. This will save all the details
entered so you can use them again
Click the ‘Add’ button again if you want to configure another CRM
connection. Additional connections that you save can be picked from
a list for you to delete, update or use
Click the ‘Cancel’ button to clear all the entered connection
information
27
 Click the ‘Delete’ button to delete a connection. This must be a
previously saved connection and it must be selected from the list
Application Configuration
 Click the ‘Application Configuration’ menu button to configure the


















application configuration.
Enter data into the fields as required:
LogEnabled - Enable logging
QueryPageSize - Query page size limit
ExceptionPolicy - Name of the exception policy
MaxDegreeOfParallelism - Max degree of parallelism
MaxDegreeOfParallelismInvoice - Max degree of parallelism
(Invoice)
MaxDegreeOfParallelismOrder - Max degree of parallelism for Order
MaxDegreeOfParallelismQuote - Max degree of parallelism for Quote
NumberOfRetry - Number of process retry
EmailSupport - Support email address
SenderAddress - Sender address
SenderPassword - Sender password
SmtpAddress - SMTP address
SmtpPort - SMTP port
MessageBatchSize - Message batch size
MaxBatchDetailSize - Max batch detail size
SimplifiedLog - Simplified the Log File
MaximumLogStoredDays – Number of Maximum Days Log Files
will be stored
28
 Timeout for ADFS – Number of timeout time when using ADFS
connection (in minutes)
 MYOB Customer to CRM Account Initialization By Phone 3 –
Enable initialization using Phone #3 and then use Name
 MYOB Customer to CRM Account Initialization By Account Number
– Enable initialization using Account Number and then use Name
 Click the ‘Save’ button to save all configuration entered
Field Mapping Configuration
 Open the “MiSyncMapping.xml” file that is located on the application





folder
On the mapping element, search for the process that you want to
change in the field mapping
On the map element, set the entity name in CRM / MYOB in the
entitydestination and entity source attribute
Attribute on the destination element :
- name: the field name of entity destination entity
- entity: entity name is needed to retrieve from a join
- from attribute and to attribute: for the join clause
- to value: attribute to use when retrieving from a joined clause
- use prefix: specify that the attribute is using prefix (if any)
- is key: specify that the attribute is amongst the key field used
to determine unique record
- show on log: specify that the attribute will be showing on the
log below the progress bar
- show on result: specify that the attribute will show on the
result window after progress is finished / canceled
- title: specify that the attribute will be used for the column
name used in the result window
Attribute on source element :
- name: the field name of entity source entity
- value: use static value instead of grabbing from data source
- operator: operator used for filtering
- entity: entity name if needed to be filtering from a join
Every sync logic may consists of multiple sync process, this can be
defined on the “MiSyncMapping.xml” file with adding the map
element
29
Product  CRM <> MYOB
Source
Pick the desired CRM and MYOB connection from the ‘Source’
dropdown:
Sync based on Currency and Product Level – check box
This check box will only work on these templates:
MYOB to CRM: Customer Company to Account
MYOB to CRM: Customer Individual to Contact
MYOB to CRM: Item to Product
MYOB to CRM: Item Sale to Invoice
If there is a tick in the checkbox – the option is enabled
If there is no tick in the checkbox – the option is disabled
If the option is enabled and you select one of the above templates, the
following will occur:
MYOB to CRM: Customer Company to Account – Custom Lists from
MYOB will be transferred to CRM as MYOB Custom Lists. After this,
Customers in MYOB designated as Companies will be transferred into
CRM as Accounts
MYOB to CRM: Customer Individual to Contact – Custom Lists from
MYOB will transfer to CRM as MYOB Custom Lists. After this,
Customers in MYOB designated as Individuals will be transferred into
CRM as Contacts
MYOB to CRM: Item to Product – Custom Lists, Currencies and
Warehouses from MYOB will be transferred to CRM as MYOB Custom
Lists, Currencies and Warehouses. After this, Items in MYOB will be
transferred into CRM as Products
30
MYOB to CRM: Item Sale to Invoice – Tax Codes from MYOB will be
transferred to CRM as Tax Codes. After this, Invoices in MYOB will be
transfrerred into CRM as Invoices
Templates
Pick a template from the ‘Templates’ list to synchronise the desired
entities:
CRM to MYOB: Service Activity To Activity – use this template to
transfer Service Activities out of CRM and into MYOB as Activity
Slips.
CRM to MYOB: Case to Job – use this template to transfer Cases out of
CRM and into MYOB as Jobs.
CRM to MYOB: Account To Customer Company – use this template to
transfer Accounts out of CRM and into MYOB as Customers designated
as Company.
CRM to MYOB: Contact To Customer Individual – use this template to
transfer Contacts out of CRM and into MYOB as Customers designated
as Individual.
CRM to MYOB: Resource to Employee – use this template to transfer
Users out of CRM and into MYOB as Employees designated as
Individual. Metisc strongly advises that you check with your accountant
if this is fine to do so because when new employees are created in
MYOB they also need a lot of other data, not just the basic CRM user
information.
CRM to MYOB: Invoice to Item Sale – use this template to transfer
Invoices out of CRM and into MYOB as Invoices.
CRM to MYOB: Payment Receipt to Receive Payments – use this
template to transfer Payment Receipts out of CRM and into MYOB as
Received Payments.
MYOB to CRM: Item to Product – use this template to transfer Items
out of MYOB and into CRM as Products. This template will first
synchronise Stock on Hand, Price Lists and Price List Items (Price List
31
Items will not be generated if no matching Currency exists between
MYOB and CRM) from MYOB to CRM. After that Products will be
transferred.
MYOB to CRM: Customer Company to Account – use this template to
transfer Customers in MYOB designated as Companies and into CRM
as Accounts.
MYOB to CRM: Customer Individual to Contact – use this template to
transfer Customers in MYOB designated as Individuals and into CRM
as Contacts.
MYOB to CRM: Job to Case – use this template to transfer Jobs in
MYOB and into CRM as Cases.
MYOB to CRM: Item Sale to Invoice – use this template to transfer
Invoices in MYOB and into CRM as Invoices.
MYOB to CRM: Item Sale to Quote – use this template to transfer
Invoices in MYOB and into CRM as Quotes.
MYOB to CRM: Item Sale to Order – use this template to transfer
Invoices in MYOB and into CRM as Orders.
MYOB to CRM: Activity Slip to Service Appointment – use this
template to transfer Activity Slips in MYOB and into CRM as Service
Activities.
MYOB to CRM: Account to GL Account – use this template to transfer
GL Accounts in MYOB and into CRM as GL Accounts.
MYOB to CRM: Payment Methods – use this template to transfer
Payment Methods in MYOB and into CRM as Payment Methods.
MYOB to CRM: Administrative Card to Entity – use this template to
transfer Currencies, Warehouses, Custom Lists and Tax Codes in MYOB
and into CRM as Currencies, Warehouses, MYOB Custom Lists and
Tax Codes.
Trial
When you run the synchronisation process the first time, the system will
show a trial window that will let you run the process on trial for the next
30 days
32
Use the continue button to keep using the product on a trial basis
Use the register button to register the product and use it in full version
Register can also be used for extending the trial version
Register
When you want to register the product by clicking the register button, the
register form will be shown
Several information will need to be filled, such as :
Serial Number – The Serial number that is given by Metisc
The serial number will be stored in CRM.
(Contact Metisc for further information)
Filtering
Add filters for CRM to MYOB and MYOB to CRM data transfers.
Add filter for CRM to MYOB data transfer
Pick a template that transfers data from CRM to MYOB and press the
‘Add filter’ button.
The following window will open:
33
Enter or load fetch XML.
You can load fetch XML file by pressing Load button in File panel.
CRM to MYOB will automatically mapped all fields from CRM to
MYOB.
Fetch XML Samples
You can find the fetch XML samples for all entities in the program’s
installation folder.
CRM Account to MYOB Customer
If you’re using AccountFilteringSample.xml, this is the line you need to
change:
<condition attribute=”name” operator=”eq” value=”[Your Account
Name]” />
Change [Your Account Name] with full name of account you wish to
filter on
CRM Contact to MYOB Customer
If you are using ContactSample.xml, this is the line you need to change:
<condition attribute="fullname" operator="eq" value="[Your Full
Name]" />
Change [Your Full Name] with full name of contact you wish to filter on
CRM Service Activity to MYOB Activity
If you’re using ServiceActivitySample.xml, this is the line you need to
change:
<condition attribute="subject" operator="eq" value="[Your Subject]" />
Change [Your Subject] with subject of service Appointment/Activity you
wish to filter on
CRM Case to MYOB Job
If you’re using CaseSample.xml, this is the line you need to change:
<condition attribute="title" operator="eq" value="[Your Title]" />
Change [Your Subject] with subject of case/incident you wish to filter on
CRM Resource to MYOB Employee
If you’re using ResourceSample.xml, this is the line you need to change:
<condition attribute="name" operator="eq" value="[Your
Resource Name]" />
34
Change [Your Resource Name] with name of resource you wish to
filter on
CRM Invoice to MYOB Item Sale
If you’re using InvoiceSample.xml, this is the line you need to change:
<condition attribute="invoicenumber" operator="eq" value="[Your
Invoice Number]" />
Change [Your Invoice Number] with the Invoice Number you wish to
filter on
CRM Payment Receipt to MYOB Receive Payments
If you’re using ReceiptFecth.xml, this is the line you need to change:
<condition attribute="mcs_receiptnumber" operator="eq"
value="[Your Receipt Number]" />
Change [Your Receipt Number] with Invoice Number you wish to
filter on
Advance Find Filtering
Advance Find will load from CRM’s Saved Views.
Press refresh to get list view from CRM. After that, choose view to filter
and press Load to get the FetchXML.
You can also insert/edit CRM’s View by pressing Edit. This will
automatically open the Advance Find on your CRM.
35
Add filter for MYOB to CRM data transfer
Pick a template that transfers data from MYOB to CRM and press the
‘Add filter’ button. The following window will open:
Configure filtering criteria.
Schedule Current Setting
Click the ‘Schedule Current Setting’ button to bring up the following
window:
Date - pick a date that you want the synchronisation to run on
Time - pick a time that you want the synchronisation to run on
Day Interval - select the day interval for the program to run in
Password - enter a valid password the program will use to log itself in if
the user is not logged in
Click the ‘Create’ button to schedule a job.
Click the ‘Cancel’ button to clear the window and close the scheduler.
System requirement for ‘Schedule Current Setting’: Windows Vista,
Windows 7, Windows Server 2008.
36
Any scheduled jobs are automatically added on the Windows Task
Scheduler.
Transferring Data
Prior to transferring any data between CRM and MYOB, please make
sure to do so in the correct order. If you transfer data which relies on data
that is not in the destination system, you will get an error. For example, if
you want to transfer a Job out of MYOB and into CRM as Case, you
need to have the Account in CRM to which that Case will belong to.
If CRM is the master store of data, use the templates in the following
order:
CRM to MYOB: Account to Customer Company
CRM to MYOB: Contact to Customer Individual
CRM to MYOB: Resource to Employee
CRM to MYOB: Invoice to Item Sale
CRM to MYOB: Receipt to Receive Payment
CRM to MYOB: Case to Job
CRM to MYOB Activities
CRM to MYOB: Service Activity To Activity
If MYOB is the master store of data, use the templates in the following
order:
MYOB to CRM: Administrative Card to Entity
MYOB to CRM: Customer Company to Account
MYOB to CRM: Customer Individual to Contact
MYOB to CRM: Account to GL Account
MYOB to CRM: Payment Methods
MYOB to CRM: Item to Product
MYOB to CRM: Item Sale to Order
MYOB to CRM: Item Sale to Quote
MYOB to CRM: Item Sale to Invoice
MYOB to CRM: Job to Case
MYOB to CRM: Activities
MYOB to CRM: Activity Slip to Service Appointment
37
About
This tab displays the version of the program and how to contact Metisc
for support.
38
How to Run Synchronisations
To synchronise data, select a source and template. Then, click the ‘Start’
button:
Once the synchronisation process has started there will be a progress bar
visible showing how many records have synchronised as well as the total
number of records to be synchronised
To stop the process, click the ‘Stop’ button
Validate CRM Config
You may check if the CRM connection config of is correct or not before
start the sync process by checking “Validate CRM config before
starting”.
Log
The log files can be found in
\\Users\(UserName)\AppData\Roaming\Metisc\MiSyncforMYOB\LogFil
es in your drive system, you must set “show hidden files” in Folder
Option, since the AppData folder is hidden
39
Entity and Field Mappings
CRM Account and MYOB Customer Company

Filtering can be defined using CRM Fetch XML syntax
Synchronising from CRM to MYOB










If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are accounts where
‘mcs_MYOBCustomerID’ field is empty
Matching is done by the CRM custom field:
mcs_MYOBCustomerID with RecordID in MYOB or by Email
During the first insert MiSync for MYOB will generate a new
CardID in MYOB then save the RecordID to
mcs_MYOBCustomerID in CRM
If mcs_MYOBCUstomerID is populated in CRM and the same
RecordID is found then an update of the MYOB Customer
Company will occur
If mcs_MYOBCUstomerID is not filled in , and same email is
found in CRM and MYOB, an update will occur
Entity mapping in CRM: Account, in MYOB:
Import_Customer_Cards
Invoice Delivery defaults to ‘P’ for Insert
Designation is Company if in MYOB only the last name field is
filled in
On MYOB SOA, the MYOB Tax Code field is mandatory
On MYOB API, the Price Level will not be carried over
Synchronising from MYOB to CRM


Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Address is taken from MYOB Address 1: Bill To
Field Mapping
CRM Display
Name
Account Name
CRM Attribute Name
name
MYOB Display Name
MYOB Attribute
Name
Notes
Name
Name
Customer
name
Last Name
LastName
Last Name
Account Number
Accountnumber
Card ID
CardIdentification
Card ID
Address 1: Address
Type
address1_addresstypecode
Location
Address1Location
Bill To
Address Type
CRM to
MYOB
40
MYOB
to CRM
-1
“Bill to”
Address
“Bill to”
Address
“Bill to”
Address
Address 1: Street 1
address1_line1
Address1 Street1
Address1StreetLine1
Address 1: Street 2
address1_line2
Address1 Street2
Address1StreetLine2
Address 1: Street 3
address1_line3
Address1 Street3
Address1StreetLine3
Address 1: City
address1_city
Address 1 City
Address1City
“Bill to” City
address1_stateorprovince
Address 1 State
Address1State
“Bill to” State
address1_postalcode
Address 1 Postcode
Address1PostCode
address1_country
Address 1 Country
Address1Country
telephone1
Address 1 Phone#1
Address1Phone1
telephone2
Address 1 Phone#2
Address1Phone2
telephone3
Address 1 Phone#3
Address1Phone3
address1_telephone1
Address 1 Phone#1
Address1Phone1
address1_telephone2
Address 1 Phone#2
Address1Phone2
address1_telephone3
Address 1 Phone#3
Address1Phone3
Fax
fax
Address 1 Fax
Address1Fax
Address1 Fax
address1_fax
Address 1 Fax
Address1Fax
E-mail
emailaddress1
Address 1 Email
Address1Email
Web Site
websiteurl
Address 1 Website
Address1Website
Address 2: Address
Type
address2_addresstypecode
Location
Address2Location
Address 2: Street 1
address2_line1
Address 2 Street1
Address2StreetLine1
Address 2: Street 2
address2_line2
Address 2 Street2
Address2StreetLine2
Address 2: Street 3
address2_line3
Address 2 Street3
Address2StreetLine3
Address 2: City
address2_city
Address 2 City
Address2City
address2_stateorprovince
Address 2 State
Address2State
address2_postalcode
Address 2 Postcode
Address2PostCode
address2_country
Address 2 Country
Address2Country
address2_telephone1
Address 2 Phone#1
Address2Phone1
address2_telephone2
Address 2 Phone#2
Address2Phone2
address2_telephone3
Address 2 Phone#3
Address2Phone3
E-mail
emailaddress2
Address 2 Email
Address2Email
“Ship To”
Email
Address2 Fax
Address2_fax
Address 2 Fax
Address2Fax
“Ship To” Fax
Address n: Address
Type
customeraddress:
addresstypecode
Address n: Street 1
customeraddress: line1
Address 1:
State/Province
Address 1:
ZIP/Postal Code
Address 1:
Country/Region
Main Phone
Address 2:
State/Province
Address 2:
ZIP/Postal Code
Address 2:
Country/Region
Main Phone
“Bill To”
PostCode
“Bill To”
Country
“Bill To”
Phone 1
“Bill To” Fax
“Bill To”
Email
“Bill To”
Website
Ship To
Address Type
-2
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
“Ship to” City
“Ship to”
State
“Ship To”
PostCode
“Ship To”
Country
“Ship To”
Phone 1
Other Address
Type - 4
Address Street1
Address: StreetLine1
Other
41
Address
Other
Address
Other
Address
Address n: Street 2
customeraddress: line2
Address Street2
Address: StreetLine2
Address n: Street 3
customeraddress: line3
Address Street3
Address: StreetLine3
Address n: City
customeraddress: city
Address City
Address: City
Other City
Address n:
State/Province
Address n:
ZIP/Postal Code
Address n:
Country/Region
customeraddress:
stateorprovince
customeraddress:
postalcode
Address State
Address: State
Other State
Address Postcode
Address: PostCode
Other
PostCode
Address Country
Address: Country
Other Country
Address Phone#1
Address: Phone1
Other Phone 1
Address Phone#2
Address: Phone2
Address Phone#3
Address: Phone3
Address 2 Fax
Address: Fax
Other Fax
If CRM
currency avail
in MYOB,
will set it . if
not will
default to
AUD
customeraddress: country
customeraddress:
telephone1
customeraddress:
telephone2
customeraddress:
telephone3
Address n: Fax
customeraddress: fax
Currency
transactioncurrencyid
Currency
CurrencyCode
% Discount for
Early Payment
% Monthly Charge
for Late Payment
mcs_discountforearlypayme
nt
mcs_monthlychargeforlatep
ayment
% Discount for Early
Payment
% Monthly Charge for
Late Payment
EarlyPaymentDiscount
Percent
LatePaymentChargePer
cent
Balance Due Days
mcs_balanceduedays
Balance Due Days
BalanceDueDays
Discount Days
mcs_discountdays
Discount Days
DiscountDays
mcs_myobcustomerid
RecordID
CardRecordID
mcs_myobfreighttaxcodeid
Freight Tax Code
FreightTaxCodeID
MYOB Tax Code
mcs_myobtaxcodeid
Tax Code
TaxCodeID
Payment is Due
mcs_paymentisdue
Payment is Due
TermsID
Volume Discount %
mcs_volumediscount
Volume Discount %
VolumeDiscount
Credit Limit
creditlimit
Credit Limit
CreditLimit
Credit Hold
credithold
Credit Hold
OnHold
Custom List 1
mcs_customlist1id
Custom List 1
CustomList1ID
Custom List 2
mcs_customlist2id
Custom List 2
CustomList2ID
Custom List 3
mcs_customlist3id
Custom List 3
CustomList3ID
Custom Field 1
mcs_customfield1
Custom Field 1
CustomField1
Custom Field 2
mcs_customfield2
Custom Field 2
CustomField2
Custom Field 3
mcs_customfield3
Custom Field 3
CustomField3
MYOB Sales
Person
mcs_account_mcs_myobsal
espersonid
Salesperson
SalespersonID
MYOB Customer
ID
MYOB Freight Tax
Code
mcs_CardType
Accountmcs_
CardType.
Customer
42
mcs_myobarchived
CRM Display
Name
Account Name
CRM Attribute Name
name
IsInactive
IsInactive
Field Mapping (MYOB EXO)
MYOB Attribute
MYOB Display Name
Name
Name
Name
Last Name
LastName
Account Number
Accountnumber
AccNo
Address 1: Street 1
address1_line1
Line 1
Address1
Address 1: Street 2
address1_line2
Line 2
Address2
Address 1: Street 3
address1_line3
Line 2
Address3
Address1_postalcode
Postal code
Post_Code
Main Phone
telephone1
Phone
DirectPhone
Address1 Fax
address1_fax
Fax
Fax
E-mail
emailaddress1
Email
email
Web Site
websiteurl
Website
Website
Address 2: Street 1
address2_line1
Line 1
DelAddr1
Address 2: Street 2
address2_line2
Line 2
DelAddr2
Address 2: Street 3
address2_line3
Line 3
DelAddr3
Currency
transactioncurrencyid
MYOB Customer
ID
mcs_myobcustomerid
Credit Limit
creditlimit
MYOB Sales
Person
mcs_account_mcs_myobsal
espersonid
Credit Limit
Account Name
name
MYOB
to CRM
CRM to
MYOB
MYOB
to CRM
Name
Code
“Bill to”
Address
“Bill to”
Address
“Bill to”
Address
“Bill To”
Phone 1
“Bill To”
Email
“Bill To”
Website
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
If CRM
currency avail
in MYOB,
will set it . if
not will
default to
AUD
CreditLimit
SalesNo
Accountmcs_
CardType.
Customer
mcs_myobarchived
CRM Attribute Name
CRM to
MYOB
AccNo
mcs_CardType
CRM Display
Name
Notes
IsActive
Field Mapping (MYOB API)
MYOB Attribute
MYOB Display Name
Name
Name
Name
Notes
Customer
name
43
Last Name
LastName
Last Name
Card ID
Account Number
Accountnumber
Card ID
CardIdentification
Address 1: Address
Type
address1_addresstypecode
Location
Address1Location
Address 1: Street 1
address1_line1
Address1 Street1
Address1StreetLine1
Address 1: Street 2
address1_line2
Address1 Street2
Address1StreetLine2
Address 1: Street 3
address1_line3
Address1 Street3
Address1StreetLine3
Address 1: City
address1_city
Address 1 City
Address1City
“Bill to” City
address1_stateorprovince
Address 1 State
Address1State
“Bill to” State
address1_postalcode
Address 1 Postcode
Address1PostCode
address1_country
Address 1 Country
Address1Country
telephone1
Address 1 Phone#1
Address1Phone1
telephone2
Address 1 Phone#2
Address1Phone2
telephone3
Address 1 Phone#3
Address1Phone3
address1_telephone1
Address 1 Phone#1
Address1Phone1
address1_telephone2
Address 1 Phone#2
Address1Phone2
address1_telephone3
Address 1 Phone#3
Address1Phone3
Fax
fax
Address 1 Fax
Address1Fax
Address1 Fax
address1_fax
Address 1 Fax
Address1Fax
E-mail
emailaddress1
Address 1 Email
Address1Email
Web Site
websiteurl
Address 1 Website
Address1Website
Address 2: Address
Type
address2_addresstypecode
Location
Address2Location
Address 2: Street 1
address2_line1
Address 2 Street1
Address2StreetLine1
Address 2: Street 2
address2_line2
Address 2 Street2
Address2StreetLine2
Address 2: Street 3
address2_line3
Address 2 Street3
Address2StreetLine3
Address 2: City
address2_city
Address 2 City
Address2City
address2_stateorprovince
Address 2 State
Address2State
address2_postalcode
Address 2 Postcode
Address2PostCode
address2_country
Address 2 Country
Address2Country
address2_telephone1
Address 2 Phone#1
Address2Phone1
address2_telephone2
Address 2 Phone#2
Address2Phone2
address2_telephone3
Address 2 Phone#3
Address2Phone3
emailaddress2
Address 2 Email
Address2Email
Address 1:
State/Province
Address 1:
ZIP/Postal Code
Address 1:
Country/Region
Main Phone
Address 2:
State/Province
Address 2:
ZIP/Postal Code
Address 2:
Country/Region
Main Phone
E-mail
Bill To
Address Type
-1
“Bill to”
Address
“Bill to”
Address
“Bill to”
Address
“Bill To”
PostCode
“Bill To”
Country
“Bill To”
Phone 1
“Bill To” Fax
“Bill To”
Email
“Bill To”
Website
Ship To
Address Type
-2
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
“Ship to” City
“Ship to”
State
“Ship To”
PostCode
“Ship To”
Country
“Ship To”
Phone 1
“Ship To”
44
Email
Address2_fax
Address n: Address
Type
customeraddress:
addresstypecode
Address n: Street 1
customeraddress: line1
Address Street1
Address: StreetLine1
Address n: Street 2
customeraddress: line2
Address Street2
Address: StreetLine2
Address n: Street 3
customeraddress: line3
Address Street3
Address: StreetLine3
Address n: City
customeraddress: city
Address City
Address: City
Other City
Address n:
State/Province
Address n:
ZIP/Postal Code
Address n:
Country/Region
customeraddress:
stateorprovince
customeraddress:
postalcode
Address State
Address: State
Other State
Address Postcode
Address: PostCode
Other
PostCode
Address Country
Address: Country
Other Country
Address Phone#1
Address: Phone1
Other Phone 1
Address Phone#2
Address: Phone2
Address Phone#3
Address: Phone3
Address 2 Fax
Address: Fax
Other Fax
If CRM
currency avail
in MYOB,
will set it . if
not will
default to
AUD
customeraddress: country
customeraddress:
telephone1
customeraddress:
telephone2
customeraddress:
telephone3
Address n: Fax
customeraddress: fax
Address 2 Fax
Address2Fax
“Ship To” Fax
Address2 Fax
Currency
transactioncurrencyid
Currency
CurrencyCode
% Discount for
Early Payment
% Monthly Charge
for Late Payment
mcs_discountforearlypayme
nt
mcs_monthlychargeforlatep
ayment
% Discount for Early
Payment
% Monthly Charge for
Late Payment
EarlyPaymentDiscount
Percent
LatePaymentChargePer
cent
Balance Due Days
mcs_balanceduedays
Balance Due Days
BalanceDueDays
Discount Days
mcs_discountdays
Discount Days
DiscountDays
mcs_myobcustomerid
RecordID
CardRecordID
mcs_myobfreighttaxcodeid
Freight Tax Code
FreightTaxCodeID
MYOB Tax Code
mcs_myobtaxcodeid
Tax Code
TaxCodeID
Payment is Due
mcs_paymentisdue
Payment is Due
TermsID
Volume Discount %
mcs_volumediscount
Volume Discount %
VolumeDiscount
Credit Limit
creditlimit
Credit Limit
CreditLimit
Credit Hold
credithold
Credit Hold
OnHold
Credit Available
mcs_creditavailable
Credit Available
CreditAvailable
Credit Past Due
mcs_creditpastdue
Credit Past Due
CreditPastDue
ABN
mcs_abn
ABN
ABN
ABN Branch
mcs_abnbranch
ABN Branch
ABNBranch
Current Balance
mcs_currentbalance
Current Balance
CurrentBalance
MYOB Sales
mcs_account_mcs_myobsal
Salesperson
SalespersonID
MYOB Customer
ID
MYOB Freight Tax
Code
Other Address
Type - 4
Other
Address
Other
Address
Other
Address
45
Person
espersonid
Accountmcs_
CardType.
Customer
mcs_CardType
mcs_myobarchived
IsInactive
IsInactive
CRM Contact and MYOB Customer Individual


Processing is similar to CRM Account processing with the
exception of field mapping
Filtering can be defined using CRM Fetch XML syntax
Synchronising from CRM to MYOB










If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are contacts where
‘mcs_MYOBCustomerID’ field is empty
Matching is done by the CRM custom field:
mcs_MYOBCustomerID with RecordID in MYOB or by Email
During the first insert MiSync for MYOB will generate a new
CardID in MYOB then save the RecordID to
mcs_MYOBCustomerID in CRM
If mcs_MYOBCUstomerID is populated in CRM and the same
RecordID is found then an update of the MYOB Customer
Individual will occur
If mcs_MYOBCUstomerID is not filled in , and same email is
found in CRM and MYOB, an update will occur
Entity mapping in CRM: Contact, in MYOB:
Import_Customer_Cards
Invoice Delivery defaults to ‘P’ for Insert
Designation is Individual if in MYOB firstname and lastname
fields are filled in
On MYOB SOA, the MYOB Tax Code field is mandatory
On MYOB API, the Price Level will not be carried over
Synchronising from MYOB to CRM



Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Billing Address is taken from MYOB Address 1: Bill To
Shipping Address is taken from MYOB Address 2 : Ship To
Field Mapping
46
CRM Display
Name
CRM Attribute Name
MYOB Display
Name
MYOB Attribute Name
Notes
First Name
firstname
First Name
FirstName
Last Name
lastname
Last Name
LastName
Account Number
Address 1: Address
Type
mcs_accountnumber
Card ID
CardIdentification
address1_addresstypecode
Location
Address1Location
Address 1: Street 1
address1_line1
Address 1 Street1
Address1StreetLine1
Address 1: Street 2
address1_line2
Address 1 Street2
Address1StreetLine2
Address 1: Street 3
address1_line3
Address 1 Street3
Address1StreetLine3
Address 1: City
Address 1:
State/Province
Address 1:
ZIP/Postal Code
Address 1:
Country/Region
Address 1: Business
Phone
Address 1: Home
Phone
Address 1: Mobile
Phone
Address 1: Fax
address1_city
Address 1 City
Address1City
Card ID
Type of
Address
“Bill to”
Address
“Bill to”
Address
“Bill to”
Address
“Bill to” City
address1_stateorprovince
Address 1 State
Address1State
“Bill to” State
address1_postalcode
Address 1 Postcode
Address1PostCode
address1_country
Address 1 Country
Address1Country
telephone1
Address 1 Phone#1
Address1Phone1
telephone2
Address 1 Phone#2
Address1Phone2
mobilephone
Address 1 Phone#3
Address1Phone3
fax
Address 1 Fax
Address1Fax
Address 1: E-mail
emailaddress1
Address 1 Email
Address1Email
Address 1: Web Site
websiteurl
Address 1 Website
Address1WWW
salutation
Address 1 Salutation
Address1Salutation
address2_addresstypecode
Location
Address2Location
Address 2: Street 1
address2_line1
Address 2 Street1
Address2StreetLine1
Address 2: Street 2
address2_line2
Address 2 Street2
Address2StreetLine2
Address 2: Street 3
address2_line3
Address 2 Street3
Address2StreetLine3
Address 2: City
Address 2:
State/Province
Address 2:
ZIP/Postal Code
Address 2:
Country/Region
Address 2: Business
Phone
Address 2: Home
Phone
Address 2: Mobile
Phone
address2_city
Address 2 City
Address2City
address2_stateorprovince
Address 2 State
Address2State
address2_postalcode
Address 2 Postcode
Address2PostCode
address2_country
Address 2 Country
Address2Country
address2_telephone1
Address 2 Phone#1
Address2Phone1
address2_telephone2
Address 2 Phone#2
Address2Phone2
address2_telephone3
Address 2 Phone#3
Address2Phone3
Address 2: E-mail
emailaddress2
Address 2 Email
Address2Email
Address n: Address
Type
Contact_CustomerAddress:
addresstypecode
Contact_CustomerAddress:
line1
Contact_CustomerAddress:
line2
Address Street1
Address: StreetLine1
Address Street2
Address: StreetLine2
Address 1:
Salutation
Address 2: Address
Type
Address n: Street 1
Address n: Street 2
CRM to
MYOB
“Bill To”
PostCode
“Bill To”
Country
“Bill to”
Phone #1
“Bill to”
Phone #2
“Bill to”
Phone #3
“Bill to” Fax
“Bill to”
Email
“Bill to”
Website
“Bill to”
Salutation
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
“Ship to” City
“Ship to”
State
“Ship To”
PostCode
“Ship To”
Country
“Ship to”
Phone #1
“Ship to”
Phone #2
“Ship to”
Phone #3
“Ship to”
Email
Other Address
Type - 4
Other
Address
Other
Address
47
MYOB
to CRM
Currency
% Discount for
Early Payment
% Monthly Charge
for Late Payment
Balance Due Days
Contact_CustomerAddress:
line3
Contact_CustomerAddress:
city
Contact_CustomerAddress:
stateorprovince
Contact_CustomerAddress:
postalcode
Contact_CustomerAddress:
country
Contact_CustomerAddress:
telephone1
Contact_CustomerAddress:
telephone2
Contact_CustomerAddress:
telephone3
Contact_CustomerAddress:
fax
transactioncurrencyid
mcs_discountforearlypaym
ent
mcs_monthlychargeforlate
payment
mcs_balanceduedays
Discount Days
mcs_discountdays
Discount Days
DiscountDays
MYOB Customer ID
MYOB Freight Tax
Code
MYOB Tax Code
mcs_myobcustomerid
RecordID
CardRecordID
mcs_myobfreighttaxcodeid
Freight Tax Code
FreightTaxCodeID
mcs_myobtaxcodeid
Tax Code
TaxCodeID
Payment is Due
mcs_paymentisdue
Payment is Due
TermsID
Volume Discount %
mcs_volumediscount
Volume Discount %
VolumeDiscount
Credit Limit
creditlimit
Credit Limit
CreditLimit
Credit Hold
credithold
Credit Hold
OnHold
Custom List 1
mcs_customlist1id
Custom List 1
CustomList1ID
Custom List 2
mcs_customlist2id
Custom List 2
CustomList2ID
Custom List 3
mcs_customlist3id
Custom List 3
CustomList3ID
Custom Field 1
mcs_customfield1
Custom Field 1
CustomField1
Custom Field 2
mcs_customfield2
Custom Field 2
CustomField2
Custom Field 3
mcs_customfield3
mcs_contact_myobsalesper
sonid
Custom Field 3
CustomField3
Salesperson
SalespersonID
mcs_myobarchived
IsInactive
IsInactive
defaultpricelevelid
Price Level Id
PriceLevelID
InvoiceDelivery
InvoiceDelivery
Address n: Street 3
Address n: City
Address n:
State/Province
Address n:
ZIP/Postal Code
Address n:
Country/Region
Address n: Fax
MYOB Sales Person
Default Price Level
Id
Address Street3
Address: StreetLine3
Other
Address
Address City
Address: City
Other City
Address State
Address: State
Other State
Address Postcode
Address: PostCode
Other
PostCode
Address Country
Address: Country
Other Country
Address Phone#1
Address: Phone1
Other Phone 1
Address Phone#2
Address: Phone2
Address Phone#3
Address: Phone3
Address 2 Fax
Address: Fax
Currency
% Discount for Early
Payment
% Monthly Charge
for Late Payment
Balance Due Days
CurrencyCode
EarlyPaymentDiscountPer
cent
LatePaymentChargePerce
nt
BalanceDueDays
Other Fax
P = To be
Printed
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display
Name
mcs_MYOBCustomerID
MYOB Attribute Name
CRM to
MYOB
SeqNo
First Name
FirstName
First Name
FirstName
Last Name
LastName
Last Name
LastName
ParentCustomerId
Notes
Company_AccNo
48
MYOB
to CRM
Address 1: Street 1
Address1_Line1
Line 1
Address1
Address 1: Street 2
Address1_Line2
Line 2
Address2
Address 1: Street 3
Address1_Line3
Line 3
Address3
Address1_PostalCode
Postal code
Post_Code
Address1_Telephone1
Phone
DirectPhone
Address1_Telephone2
Home Phone
HomePhone
Address1_Telephone3
Mobile
Mobile
Address1_Fax
Fax
DirectFax
Telephone1
Phone
DirectPhone
Telephone2
Home Phone
HomePhone
MobilePhone
Mobile
Mobile
Fax
Fax
DirectFax
EmailAddress1
Email
Email
JobTitle
Title
Title
Address 1:
Salutation
Salutation
Salutation
Salutation
Address 2: Street 1
Address2_Line1
Line 1
DelAddr1
Address 2: Street 2
Address2_Line2
Line 2
DelAddr2
Address 2: Street 3
Address2_Line3
Line 3
DelAddr3
Address2_PostalCode
Postal code
Post_Code
Address2_Telephone1
Phone
Phone
Address2_Telephone2
Home Phone
HomePhone
Address2_Telephone3
Mobile
Mobile
Address2_Fax
Fax
DirectFax
Address 2: E-mail
EmailAddress2
Email
Email
Currency
transactioncurrencyid
mcs_contact_MYOBSalesp
ersonId
Currency
CurrencyCode
Address 1:
ZIP/Postal Code
Address 1: Business
Phone
Address 1: Home
Phone
Address 1: Mobile
Phone
Address 1: Fax
Address 1: Business
Phone
Address 1: Home
Phone
Address 1: Mobile
Phone
Address 1: Fax
Address 1: E-mail
Address 2:
ZIP/Postal Code
Address 2: Business
Phone
Address 2: Home
Phone
Address 2: Mobile
Phone
Address 2: Fax
MYOB Sales Person
“Bill to”
Address
“Bill to”
Address
“Bill to”
Address
“Bill To”
PostCode
“Bill to”
Phone #1
“Bill to”
Phone #2
“Bill to”
Phone #3
“Bill to” Fax
“Bill to”
Phone #1
“Bill to”
Phone #2
“Bill to”
Phone #3
“Bill to” Fax
“Bill to”
Email
“Bill to”
Salutation
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
“Ship To”
PostCode
“Ship to”
Phone #1
“Ship to”
Phone #2
“Ship to”
Phone #3
“Ship to” Fax
“Ship to”
Email
“AUD”
SalesNo
mcs_MYOBArchived
IsActive
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display
Name
MYOB Attribute Name
First Name
firstname
First Name
FirstName
Last Name
lastname
Last Name
LastName
Account Number
Address 1: Address
Type
mcs_accountnumber
Card ID
CardIdentification
address1_addresstypecode
Location
Address1Location
Address 1: Street 1
address1_line1
Address 1 Street1
Address1StreetLine1
Address 1: Street 2
address1_line2
Address 1 Street2
Address1StreetLine2
Notes
CRM to
MYOB
Card ID
Type of
Address
“Bill to”
Address
“Bill to”
49
MYOB
to CRM
Address 1: Street 3
address1_line3
Address 1 Street3
Address1StreetLine3
Address 1: City
Address 1:
State/Province
Address 1:
ZIP/Postal Code
Address 1:
Country/Region
Address 1: Business
Phone
Address 1: Home
Phone
Address 1: Mobile
Phone
Address 1: Fax
address1_city
Address 1 City
Address1City
Address
“Bill to”
Address
“Bill to” City
address1_stateorprovince
Address 1 State
Address1State
“Bill to” State
address1_postalcode
Address 1 Postcode
Address1PostCode
address1_country
Address 1 Country
Address1Country
telephone1
Address 1 Phone#1
Address1Phone1
telephone2
Address 1 Phone#2
Address1Phone2
mobilephone
Address 1 Phone#3
Address1Phone3
fax
Address 1 Fax
Address1Fax
Address 1: E-mail
emailaddress1
Address 1 Email
Address1Email
Address 1: Web Site
websiteurl
Address 1 Website
Address1WWW
salutation
Address 1 Salutation
Address1Salutation
address2_addresstypecode
Location
Address2Location
Address 2: Street 1
address2_line1
Address 2 Street1
Address2StreetLine1
Address 2: Street 2
address2_line2
Address 2 Street2
Address2StreetLine2
Address 2: Street 3
address2_line3
Address 2 Street3
Address2StreetLine3
Address 2: City
Address 2:
State/Province
Address 2:
ZIP/Postal Code
Address 2:
Country/Region
Address 2: Business
Phone
Address 2: Home
Phone
Address 2: Mobile
Phone
address2_city
Address 2 City
Address2City
address2_stateorprovince
Address 2 State
Address2State
address2_postalcode
Address 2 Postcode
Address2PostCode
address2_country
Address 2 Country
Address2Country
address2_telephone1
Address 2 Phone#1
Address2Phone1
address2_telephone2
Address 2 Phone#2
Address2Phone2
address2_telephone3
Address 2 Phone#3
Address2Phone3
Address 2: E-mail
emailaddress2
Address 2 Email
Address2Email
Address n: Address
Type
Contact_CustomerAddress:
addresstypecode
Contact_CustomerAddress:
line1
Contact_CustomerAddress:
line2
Contact_CustomerAddress:
line3
Contact_CustomerAddress:
city
Contact_CustomerAddress:
stateorprovince
Contact_CustomerAddress:
postalcode
Contact_CustomerAddress:
country
Contact_CustomerAddress:
telephone1
Address Street1
Address: StreetLine1
Address Street2
Address: StreetLine2
Address Street3
Address: StreetLine3
Address City
Address: City
Other City
Address State
Address: State
Other State
Address Postcode
Address: PostCode
Other
PostCode
Address Country
Address: Country
Other Country
Address Phone#1
Address: Phone1
Other Phone 1
Address 1:
Salutation
Address 2: Address
Type
Address n: Street 1
Address n: Street 2
Address n: Street 3
Address n: City
Address n:
State/Province
Address n:
ZIP/Postal Code
Address n:
Country/Region
“Bill To”
PostCode
“Bill To”
Country
“Bill to”
Phone #1
“Bill to”
Phone #2
“Bill to”
Phone #3
“Bill to” Fax
“Bill to”
Email
“Bill to”
Website
“Bill to”
Salutation
“Ship to”
Address
“Ship to”
Address
“Ship to”
Address
“Ship to” City
“Ship to”
State
“Ship To”
PostCode
“Ship To”
Country
“Ship to”
Phone #1
“Ship to”
Phone #2
“Ship to”
Phone #3
“Ship to”
Email
Other Address
Type - 4
Other
Address
Other
Address
Other
Address
50
Currency
% Discount for
Early Payment
% Monthly Charge
for Late Payment
Balance Due Days
Contact_CustomerAddress:
telephone2
Contact_CustomerAddress:
telephone3
Contact_CustomerAddress:
fax
transactioncurrencyid
mcs_discountforearlypaym
ent
mcs_monthlychargeforlate
payment
mcs_balanceduedays
Discount Days
mcs_discountdays
Discount Days
DiscountDays
MYOB Customer ID
MYOB Freight Tax
Code
MYOB Tax Code
mcs_myobcustomerid
RecordID
CardRecordID
mcs_myobfreighttaxcodeid
Freight Tax Code
FreightTaxCodeID
mcs_myobtaxcodeid
Tax Code
TaxCodeID
Payment is Due
mcs_paymentisdue
Payment is Due
TermsID
Volume Discount %
mcs_volumediscount
Volume Discount %
VolumeDiscount
Credit Limit
creditlimit
Credit Limit
CreditLimit
Credit Hold
credithold
mcs_contact_myobsalesper
sonid
Credit Hold
OnHold
Salesperson
SalespersonID
mcs_myobarchived
IsInactive
IsInactive
defaultpricelevelid
Price Level Id
PriceLevelID
InvoiceDelivery
InvoiceDelivery
Address n: Fax
MYOB Sales Person
Default Price Level
Id
Address Phone#2
Address: Phone2
Address Phone#3
Address: Phone3
Address 2 Fax
Address: Fax
Currency
% Discount for Early
Payment
% Monthly Charge
for Late Payment
Balance Due Days
CurrencyCode
EarlyPaymentDiscountPer
cent
LatePaymentChargePerce
nt
BalanceDueDays
Other Fax
P = To be
Printed
CRM Case and MYOB Job
The filtering can be defined using CRM Fetch XML syntax
Synchronising from CRM to MYOB

If you don’t specify a filter, the program will get all the records
Synchronising from MYOB to CRM

CRM Display
Name
CRM Attribute Name
Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Field Mapping
MYOB Display
MYOB Attribute Name
Name
Case Number
ticketnumber
JobNumber
JobNumber
MYOB Job Number
mcs_MYOBJobNumber
JobNumber
JobNumber
Notes
CRM to
MYOB
In MYOB Job
number will
be filled in by
Case Number
without a dash
This will be
sync only if
51
MYOB
to CRM
MYOB Job
Number not
empty
MYOB Job ID
mcs_MYOBJobID
Title
title
Job Name
JobID
JobName
Description
description
Description
JobDescription
Incident - Customer
Id
customerid
Customer
CustomerID
Start Date
mcs_startdate
Start Date
StartDate
Finish Date
mcs_finishdate
Finish Date
FinishDate
Status
CRM Display
Name
statuscode
CRM Attribute Name
Inactive Job
InactiveJob
Is Header
IsHeader
Field Mapping (MYOB API)
MYOB Display
MYOB Attribute Name
Name
Case Number
ticketnumber
JobNumber
JobNumber
MYOB Job Number
mcs_MYOBJobNumber
JobNumber
JobNumber
MYOB Job ID
mcs_MYOBJobID
Title
title
Job Name
JobName
Description
description
Description
JobDescription
MYOB
CustomerID
will be filled
in by CardId
of the MYOB
Customer,
which his/her
last name
equals to
CRM Account
Name or
Contact Last
Name
Statuscode 5
or 6 for
InactiveJob
“Y”
Header set to
“D”: Detail.
IsHeader =
False
Notes
CRM to
MYOB
In MYOB Job
number will
be filled in by
Case Number
without a dash
JobID
Incident - Customer
Id
customerid
Customer
CustomerID
Start Date
mcs_startdate
Start Date
StartDate
Finish Date
mcs_finishdate
Finish Date
FinishDate
MYOB
CustomerID
will be filled
in by CardId
of the MYOB
Customer,
which his/her
last name
equals to
CRM Account
Name or
Contact Last
Name
52
MYOB
to CRM
CRM Activities and MYOB Activities
The filtering can be defined using CRM Fetch XML syntax
Synchronising from CRM to MYOB


Matching is done by the CRM custom field: mcs_myobactivityid
with ActivitiyId in MYOB
If you don’t specify a filter, the program will get all the records
Synchronising from MYOB to CRM


Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Data from MYOB comes from Activities
CRM Display
Name
MYOB Activity ID
Mcs_myobactivityid
Field Mapping
MYOB Display
MYOB Attribute Name
Name
Not Displayed
ActivityID
Activity Name
Mcs_activityname
Activity Name
ActivityName
Activity Number
Mcs_activitynumber
Activity ID
ActivityNumber
Description
Mcs_activitydescription
Description
ActivityDescription
Use Description
Mcs_usedescription
Use Description
UseDescriptionOnSale
Is Hourly
Mcs_ishourly
Is Hourly
IsHourly
Is Chargeable
Mcs_ischargeable
Is Chargeable
IsChargeable
Billing Rate
Mcs_billingrateusedid
Billing Rate
BillingRateUsedId
Activity Rate
Mcs_activityrate
Activity Rate
ActivityRate
Income Account
Mcs_myobincomeaccountid
Income Account
IncomeAccount
Tax Code
Mcs_taxcodeid
Tax Code
TaxCode
Sell Unit Measure
Mcs_sellunitmeasure
Sell Unit Measure
SellUnitMeasure
Is Inactive
Mcs_isinactive
Is Inactive
IsInactive
CRM Attribute Name
Notes
CRM to
MYOB
CRM Service Activity and MYOB Activity Slip
The filtering can be defined using CRM Fetch XML syntax
Synchronising from CRM to MYOB


Matching is done by the CRM custom field:
mcs_myobactivityslipnumber with SlipID in MYOB
SlipID in MYOB is auto generated when synchronising from
CRM to MYOB
53
MYOB
to CRM

If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are service
activities where ‘mcs_MYOBActivitySlipNumber’ field is empty
Synchronising from MYOB to CRM



CRM Display
Name
MYOB Activity
Slip Number
Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Data from MYOB comes from Activity Slips, Customers,
Employees and Activities
If Subject field is empty in CRM, it will be filled with [Customer
Full Name] – [ActivityName]
Field Mapping
MYOB Display
MYOB Attribute Name
Name
CRM Attribute Name
mcs_myobactivityslipnumb
er
SlipID
Notes
CRM to
MYOB
SlipID
Regarding
regardingobjectid
Job
JobID
Staff
mcs_staffid –
mcs_employee_serviceappo
intment –
mcs_employeenumber
Employee
EmployeeSupplierID
Resources
resources
Customers
customers
Customer
CustomerID
Activity
mcs_activityid
Activity
Activity
Service
serviceid
Activity
ActivityID
Scheduled Duration
scheduleddurationminutes
Duration
Scheduled Start
scheduledstart
Scheduled End
scheduledend
Duration
StartTime
& SlipDate
StopTime
Description
Description
Notes
Notes
Subject
Subject
Description
Description
RegardingObj
ectID linked
to Case.Ticket
Number
Will be
retrieved from
the Staff
entity
(mcs_employe
e) to get the
CRM User
Will get from
MYOB
Customer by
Name
Will get from
MYOB
Activity by
Name
StartDateTime
FinishDateTime
CRM Invoices and MYOB Item Sales

The filtering can be defined using CRM Fetch XML syntax
54
MYOB
to CRM

Invoice Number is auto generated, written in MYOB and saved
to CRM
Synchronising from CRM to MYOB







When an invoice is synchronised to CRM, it is updated with an
ID that is generated by MYOB. This provides a link back to
MYOB and is also used to indicate that an invoice has been
processed
No matching occurs
If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are invoices where
‘mcs_ExternalAccountSystem’ field is empty
The current default filter is: by Invoice ID, the program will
query CRM to get all the fields
All cancelled invoices cannot be sync due to limitation to MYOB
which does not allow status changes.
All CRM invoices will be transferred to MYOB Sales using
Service types. This does not apply to MiSync for MYOB
Premium.
CRM invoices that uses Product will be needed to fill in the
Bank Account since it will be transferred to MYOB as Service
types. This does not apply to MiSync for MYOB Premium.
Synchronising from MYOB to CRM








Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Data from MYOB comes from Sales, Currencies, Customers,
Addresses
The program will only get Invoice Status not of ‘Q’ (Quote) and
‘OR’ (Order)
MiSync for MYOB will try and get records by InvoiceNumber
in CRM. If it is present, an update will occur. If it is not present
a new record will be created
Checkbox
will do the checking process for
deleting the invoice that exists in CRM but not in MYOB
All MYOB Sales will be created in CRM as Write-In Product.
This does not apply to MiSync for MYOB Premium.
All MYOB Sales with Item Types will be synchronised to CRM
with a default Bank Account filled in since it will be a Write-In
types in CRM. This does not apply to MiSync for MYOB
Premium.
On MYOB API process, the amount may be different as default
Invoice in CRM only hold 2 decimals while in MYOB API can
hold many.
55
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
name
InvoiceNumber &
Customer Name
InvoiceNumber &
CustomerName
Transaction
Currency Id
transactioncurrencyid
CurrencyID
CurrencyID
Default Price
List
Invoice Date
Promised
Date
MYOB
Invoice
Number
External
Account
System
Shipping
Method
CRM to
MYOB
Retrieve
Crm Price
Level
based on
MYOB
CurrencyI
d
pricelevelid
mcs_invoicedate
InvoiceDate
InvoiceDate
mcs_promiseddate
PromisedDate
PromisedDate
mcs_myobinvoicenumber
InvoiceNumber
InvoiceNumber
mcs_externalaccountsystem
SaleID
(prefix) + SaleID
shippingmethodcode
ShipVia
ShipVia
CoLastName
CoLastName
Customer
customerid
Customer
customerid
FirstName
CoLastName
FirstName
CoLastName
mcs_costcentreid
Category
CostCentre
shipto_name
ShipToAddressLine1
ShipTo AddressLine1
shipto_line1
ShipToAddressLine2
ShipTo AddressLine2
shipto_line2
ShipToAddressLine3
ShipTo AddressLine3
shipto_line3
ShipToAddressLine4
ShipTo AddressLine4
shipto_stateorprovince
ShipToState
ShipToState
shipto_postalcode
ShipToPostCode
ShipToPostCode
shipto_country
ShipToCountry
ShipToCountry
shipto_telephone
ShipToPhone1
ShipToPhone1
shipto_fax
ShipToFax
ShipToFax
billto_line1
BillToAddress1
BillTo AddressLine1
billto_line2
BillToAddress2
BillTo AddressLine2
billto_line3
BillToAddress3
BillTo AddressLine3
billto_city
BillToCity
BillToCity
billto_stateorprovince
BillToState
BillToState
billto_postalcode
BillToPostCode
BillToPostCode
Cost Centre
ID
Ship To Name
Ship To Street
1
Ship To Street
2
Ship To Street
3
Ship To
State/Province
Ship To
ZIP/Postal
Code
Ship To
Country/Regi
on
Ship To
Phone
Ship To Fax
Bill To Street
1
Bill To Street
2
Bill To Street
3
Bill To City
Bill To
State/Province
Bill To
ZIP/Postal
Notes
See notes
on invoice
number
If
CustomerI
D is
account
If
CustomerI
D is
contact
56
MYOB to
CRM
Code
Bill To
Country/Regi
on
Bill To Phone
Bill To Fax
Freight
Amount
billto_country
BillToCountry
BillToCountry
billto_telephone
BillToPhone1
BillToPhone1
billto_fax
BillToFax
Tax Inclusive Freight
Amount
BillToFax
freightamount
TaxInclusiveFreight
Freight Tax
mcs_freighttax
Description
MYOB
Freight Tax
Code
Purchase
Order #
description
Memo
TaxInclusiveFreight,
TaxExclusiveFreight
TaxInclusiveFreight TaxExclusiveFreight
Memo
mcs_myobfreighttaxcodeid
FreightTaxCode
FreightTaxCodeID
mcs_purchaseorder
CustomerPONumber
CustomerPONumber
Owner
ownerid
SalespersonFirstName
SalespersonLastName
SalespersonFirstName
SalespersonLastName
mcs_promiseddate
ShippingDate
ShippingDate
mcs_PaymentisDue
TermsOfPaymentID
TermsOfPaymentID
mcs_DiscountDays
DiscountDays
DiscountDays
mcs_BalanceDueDays
BalanceDueDays
BalanceDueDays
mcs_DiscountforEarlyPayment
EarlyPaymentDiscount
Percent
EarlyPaymentDiscountPer
cent
mcs_MonthlyChargeforLatePay
ment
LatePaymentChargePer
cent
LatePaymentChargePerce
nt
mcs_TrackingNumber
Comment
Comment
mcs_invoice_mcs_myobsalespe
rsonid
Salesperson
SalespersonID
freightamount_base
Promised
Date
Payment is
Due
Discount
Days
Balance Due
Days
% Discount
for Early
Payment
% Monthly
Charge for
Late Payment
Tracking
Number
MYOB Sales
Person
Sales Order Id
salesorderid
Sale Status
totaltax_base
Exchange
Rate
exchangerate
discountpercentage
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
CRM to
MYOB
SeqNo
InvoiceNumber
Transaction
Currency Id
Exchange
Rate
CRM
SalesOrde
r which its
mcs_exter
nalaccoun
tsystem
equals to
MYOB
SaleId
“I”
GST Amount
GSTAmount
Transaction Exchange
TransactionExchangeRate
Rate
Discount Percentage
PercentDiscount
Field Mapping (MYOB EXO)
mcs_ExternalAccountSystem
Name
SaleStatus
Tracking
Number
InvNo
Name
InvoiceNumber &
Customer Name
Name
TransactionCurrencyId
CurrencyID
CurrencyID
ExchangeRate
Transaction Exchange
Rate
TransactionExchangeRate
57
MYOB to
CRM
Default Price
List
PriceLevelId
Price1
Price1
MYOB
Invoice
Number
mcs_MYOBInvoiceNumber
InvNo
InvNo
Customer
Customerid
Ship To Street
1
Ship To Street
2
Ship To Street
3
Purchase
Order #
MYOB Sales
Person
AccNo
ShipTo_Line1
Line 1
DelivAddr1
ShipTo_Line2
Line 2
DelivAddr2
ShipTo_Line3
Line 3
DelivAddr3
DueDate
DueDate
mcs_invoicedate
TransDate
mcs_PurchaseOrder
CustOrderNo
mcs_Invoice_MYOBSalesperso
nId
mcs_MYOBArchived
Retrieve
Crm Price
Level
based on
MYOB
CurrencyI
d
See notes
on invoice
number
If
CustomerI
D is
contact
SalesNo
Field Mapping (MYOB API)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
name
InvoiceNumber &
Customer Name
InvoiceNumber &
CustomerName
Transaction
Currency Id
transactioncurrencyid
CurrencyID
CurrencyID
Default Price
List
Invoice Date
Promised
Date
MYOB
Invoice
Number
External
Account
System
CRM to
MYOB
Retrieve
Crm Price
Level
based on
MYOB
CurrencyI
d
pricelevelid
mcs_invoicedate
InvoiceDate
InvoiceDate
mcs_promiseddate
PromisedDate
PromisedDate
mcs_myobinvoicenumber
InvoiceNumber
InvoiceNumber
mcs_externalaccountsystem
SaleID
(prefix) + SaleID
CoLastName
CoLastName
Customer
customerid
Customer
customerid
FirstName
CoLastName
FirstName
CoLastName
mcs_costcentreid
Category
CostCentre
shipto_name
ShipToAddressLine1
ShipTo AddressLine1
shipto_line1
ShipToAddressLine2
ShipTo AddressLine2
shipto_line2
ShipToAddressLine3
ShipTo AddressLine3
Cost Centre
ID
Ship To Name
Ship To Street
1
Ship To Street
Notes
See notes
on invoice
number
If
CustomerI
D is
account
If
CustomerI
D is
contact
58
MYOB to
CRM
2
Ship To Street
3
Ship To
State/Province
Ship To
ZIP/Postal
Code
Ship To
Country/Regi
on
Ship To
Phone
Ship To Fax
Bill To Street
1
Bill To Street
2
Bill To Street
3
Bill To City
Bill To
State/Province
Bill To
ZIP/Postal
Code
Bill To
Country/Regi
on
Bill To Phone
Bill To Fax
Freight
Amount
shipto_line3
ShipToAddressLine4
ShipTo AddressLine4
shipto_stateorprovince
ShipToState
ShipToState
shipto_postalcode
ShipToPostCode
ShipToPostCode
shipto_country
ShipToCountry
ShipToCountry
shipto_telephone
ShipToPhone1
ShipToPhone1
shipto_fax
ShipToFax
ShipToFax
billto_line1
BillToAddress1
BillTo AddressLine1
billto_line2
BillToAddress2
BillTo AddressLine2
billto_line3
BillToAddress3
BillTo AddressLine3
billto_city
BillToCity
BillToCity
billto_stateorprovince
BillToState
BillToState
billto_postalcode
BillToPostCode
BillToPostCode
billto_country
BillToCountry
BillToCountry
billto_telephone
BillToPhone1
BillToPhone1
billto_fax
BillToFax
Tax Inclusive Freight
Amount
BillToFax
freightamount
TaxInclusiveFreight
Freight Tax
mcs_freighttax
Description
MYOB
Freight Tax
Code
Purchase
Order #
description
Memo
TaxInclusiveFreight,
TaxExclusiveFreight
TaxInclusiveFreight TaxExclusiveFreight
Memo
mcs_myobfreighttaxcodeid
FreightTaxCode
FreightTaxCodeID
mcs_purchaseorder
CustomerPONumber
CustomerPONumber
Owner
ownerid
SalespersonFirstName
SalespersonLastName
SalespersonFirstName
SalespersonLastName
mcs_promiseddate
ShippingDate
ShippingDate
mcs_PaymentisDue
TermsOfPaymentID
TermsOfPaymentID
mcs_DiscountDays
DiscountDays
DiscountDays
mcs_BalanceDueDays
BalanceDueDays
BalanceDueDays
mcs_DiscountforEarlyPayment
EarlyPaymentDiscount
Percent
EarlyPaymentDiscountPer
cent
mcs_MonthlyChargeforLatePay
ment
LatePaymentChargePer
cent
LatePaymentChargePerce
nt
mcs_TrackingNumber
Comment
Comment
mcs_invoice_mcs_myobsalespe
rsonid
Salesperson
SalespersonID
freightamount_base
Promised
Date
Payment is
Due
Discount
Days
Balance Due
Days
% Discount
for Early
Payment
% Monthly
Charge for
Late Payment
Tracking
Number
MYOB Sales
Person
Tracking
Number
59
Sales Order Id
salesorderid
totaltax_base
Exchange
Rate
exchangerate
discountpercentage
Sale Status
SaleStatus
GST Amount
Transaction Exchange
Rate
Discount Percentage
GSTAmount
CRM
SalesOrde
r which its
mcs_exter
nalaccoun
tsystem
equals to
MYOB
SaleId
“I”
TransactionExchangeRate
PercentDiscount
CRM Invoice Product and MYOB Item Sales Line
Synchronising from CRM to MYOB (during synchronisation of an
Invoice)

Each CRM product code must exist in MYOB as an Item. An
error will be displayed if this is not the case
Synchronising from MYOB to CRM (during synchronisation of an
Invoice)



CRM invoice is updated with the MYOB Sales ID after invoice
has been created in MYOB
CRM invoice must be active otherwise update of invoice causes
an error
Note: fully paying an invoice will make an invoice inactive
Field Mapping
CRM
Display
Name
Existing
Product
Price Per
Unit
Warehouse
Location
Quantity
Manual
Discount
Manual
Discount %
Manual
Discount
CRM Attribute Name
MYOB Display Name
MYOB Attribute
Name
productid
Item Number
ItemNumber
priceperunit
TaxExclusiveUnitPrice
TaxExclusiveUnitPrice
priceperunit + (tax/quantity)
TaxInclusiveUnitPrice
TaxInclusiveUnitPrice
mcs_warehouselocation
Location
Location
quantity
Quantity
Quantity
(TaxExclusiveUnitPrice
* Quantity) TaxExclusiveTotal
mcs_manualdiscountpercentage
Discount
Discount
manualdiscountamount
Discount
Discount
(quantity * priceperunit) manualdiscountamount
Total Tax Exclusive
TaxExclusiveTotal
manualdiscountamount
Notes
CRM
to
MYOB
60
MYOB
to
CRM
Tax
MYOB
Tax Code
Extended
Amount
TaxInclusiveTotal TaxExclusiveTotal
tax
mcs_myobtaxcodeid
TaxCodeID
TaxCodeID
extendedamount
IncTaxTotal
TaxInclusiveTotal
False if CRM Product
Price Level equals
MYOB
TaxExclusiveUnitPrice.
ispriceoverriden
Field Mapping (MYOB EXO)
CRM
Display
Name
Existing
Product
Price Per
Unit
Quantity
Manual
Discount
Extended
Amount
Tax
CRM Attribute Name
MYOB Display Name
LineItemNumber
SeqNo
InvoiceId
Hdr_SeqNo
QuantityBackordered
BkOrdQty
UomId
Item.Pack
Productid
Stock Code
StockCode
PricePerUnit
@Price
UnitPrice
Quantity
Quantity
ManualDiscountAmount
Discount
ProductDescription
Description
Quantity
(Quantity * UnitPrice *
Discount) / 100
Description
ExtendedAmount
LineTotal_IncTax
Tax
LineTotal_Tax
TaxInclusiveTotal
TaxInc
mcs_MYOBTaxCodeId
CRM
Display
Name
Existing
Product
Price Per
Unit
MYOB Attribute
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute
Name
Item Number
ItemNumber
priceperunit
TaxExclusiveUnitPrice
TaxExclusiveUnitPrice
priceperunit + (tax/quantity)
TaxInclusiveUnitPrice
TaxInclusiveUnitPrice
Quantity
quantity
Quantity
Manual
Discount
manualdiscountamount
Quantity
(TaxExclusiveUnitPrice
* Quantity) TaxExclusiveTotal
mcs_manualdiscountpercentage
Discount
Discount
manualdiscountamount
Discount
Discount
(quantity * priceperunit) manualdiscountamount
Total Tax Exclusive
TaxExclusiveTotal
Tax
MYOB
Tax Code
Extended
Amount
MYOB
to
CRM
Notes
CRM
to
MYOB
MYOB
to
CRM
TaxInclusiveTotal TaxExclusiveTotal
tax
mcs_myobtaxcodeid
TaxCodeID
TaxCodeID
extendedamount
IncTaxTotal
TaxInclusiveTotal
ispriceoverriden
CRM
to
MYOB
TaxRate_No
Field Mapping (MYOB API)
productid
Manual
Discount %
Manual
Discount
Notes
False if CRM Product
Price Level equals
MYOB
TaxExclusiveUnitPrice.
61
CRM Order and MYOB Item Sales
Synchronising from CRM to MYOB




When an order is synchronised to CRM, it is updated with an ID
that is generated by MYOB. This provides a link back to MYOB
and is also used to indicate that an invoice has been processed
No matching on occurs
If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are invoices where
‘mcs_ExternalAccountSystem’ field is empty
The current default filter is: by Invoice ID, the program will
query CRM to get all the fields
Synchronising from MYOB to CRM





CRM Display
Name
Name
CRM Attribute Name
Order Date
MYOB Order
Number
Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Data from MYOB comes from Sales, Currencies, Customers,
Addresses
The program will only get Invoice Status ‘OR’ (Order)
MiSync for MYOB will try and get records by Order Number in
CRM. If it is present, an update will occur. If it is not present a
new record will be created
Checkbox
will do the checking process for
deleting the order that exists in CRM but not in MYOB
Field Mapping
MYOB Display Name
MYOB Attribute Name
Notes
mcs_orderdate
InvoiceNumber &
Customer Name
InvoiceDate
InvoiceNumber + “-“ +
CustomerName
InvoiceDate
mcs_myobordernumber
InvoiceNumber
InvoiceNumber
ordernumber
InvoiceNumber
InvoiceNumber
Request Delivery
Date
External Account
System
Order Date
requestdeliveryby
PromisedDate
PromisedDate
mcs_externalaccountsys
tem
mcs_orderdate
SaleID
(prefix) + SaleID
SaleDate
SaleDate
Shipping Method
shippingmethodcode
ShipVia
ShipVia
Customer
salesorder.customerid.n
ame
salesorder.customerid.n
ame
LastName
LastName
FirstName
LastName
FirstName
LastName
If CustomerID
is account
If CustomerID
is contact
(prefix) +
If CustomerID
Customer
Customer Id
name
customerid
CRM to
MYOB
If
mcs_myoborder
number is not
null or empty
If
mcs_myoborder
number is null
or empty
62
MYOB
to CRM
CustomerRecordID
Cost Centre ID
Account Number
mcs_costcentreid
accountnumber
Category
CardID
CostCentre
CardID
Contact Email
Address
emailaddress1
CardID
CardID
Ship To Name
shipto_name
ShipToAddressLine1
ShipToAddressLine1
Ship To Street 1
shipto_line1
ShipToAddressLine2
ShipToAddressLine2
Ship To Street 2
shipto_line2
ShipToAddressLine3
ShipToAddressLine3
Ship To Street 3
shipto_line3
ShipToAddressLine4
ShipToAddressLine4
Ship To
State/Province
Ship To ZIP/Postal
Code
Ship To
Country/Region
Ship To Phone
shipto_stateorprovince
ShipToState
ShipToState
shipto_postalcode
ShipToPostCode
ShipToPostCode
shipto_country
ShipToCountry
ShipToCountry
shipto_telephone
ShipToPhone1
ShipToPhone1
Ship To Fax
shipto_fax
ShipToFax
ShipToFax
Bill To Street 1
billto_line1
BillToAddress1
BillTo StreetLine1
Bill To Street 2
billto_line2
BillToAddress2
BillTo StreetLine2
Bill To Street 3
billto_line3
BillToAddress3
BillTo StreetLine3
Bill To City
billto_city
BillToCity
BillTo City
Bill To
State/Province
Bill To ZIP/Postal
Code
Bill To
Country/Region
Bill To Phone
billto_stateorprovince
BillToState
BillTo State
billto_postalcode
BillToPostCode
BillTo PostCode
billto_country
BillToCountry
BillTo Country
billto_telephone
BillToPhone1
BillTo Phone1
Bill To Fax
billto_fax
BillToFax
BillTo Fax
Order Discount
Amount
discountamount
Total Discount
TotalDiscounts
discountpercentage
Percent Discount
PercentDiscount
freightamount
Freight
TaxInclusiveFreight
freightamount_base
Freight
Freight Amount
totaltax_base
GST Amount
TaxInclusiveFreightAmo
unt,
TaxExclusiveFreightAm
ount
TaxInclusiveFreight TaxExclusiveFreight
GSTAmount
Description
description
Memo
Memo
MYOB Freight
Tax Code
Purchase Order #
mcs_myobfreighttaxcod
eid
mcs_purchaseorder
FreightTaxCode
FreightTaxCodeID
CustomerPONumber
CustomerPONumber
Owner
ownerid
MYOB Promised
Date
Tracking Number
mcs_promiseddate
SalespersonFirstName
SalespersonLastName
ShippingDate
SalespersonFirstName
SalespersonLastName
ShippingDate
mcs_trackingnumber
Comment
Comment
Freight Tax
mcs_freighttax
is account then
customerid is
account.id
while if it is
contact then
customerid is
contact.id
If CustomerID
is account
If CustomerID
is contact. Get
the hashcode of
the contact’s
email address.
Tracking
Number
63
MYOB Sales
Person
Currency Id
mcs_order_myobsalesp
ersonid
transactioncurrencyid
Sales Person ID
SalesPersonID
CurrencyCode
CurrencyCode
Price Level Id
pricelevelid
CurrencyCode
CurrencyCode
Set to CRM
pricelevelid
where its
transactioncurre
ncyid equals to
the related
CRM
currencyid of
MYOB
CurrencyCode
Set to false
SaleStatus
SaleStatus
“O”
mcs_myobarchived
Exchange Rate
exchangerate
CRM Display
Name
Name
CRM Attribute Name
Order Date
mcs_OrderDate
MYOB Order
Number
Exchange Rate
TransactionExchangeRat
e
Field Mapping (MYOB EXO)
MYOB Display Name
MYOB Attribute Name
InvoiceNumber &
Customer Name
OrderDate
InvoiceNumber + “-“ +
CustomerName
OrderDate
mcs_MYOBOrderNum
ber
InvoiceNumber
InvoiceNumber
OrderNumber
InvoiceNumber
InvoiceNumber
External Account
System
Customer Id
mcs_ExternalAccountS
ystem
CustomerId
SaleID
(prefix) + SaleID
Ship To Street 1
ShipTo_Line1
Address1
Address1
Ship To Street 2
ShipTo_Line2
Address2
Address2
Ship To Street 3
ShipTo_Line3
Address3
Address3
Order Discount
Amount
discountamount
Total Discount
TotalDiscounts
discountpercentage
Percent Discount
PercentDiscount
Name
(prefix) +
CustomerRecordID
totaltax_base
GST Amount
GSTAmount
Description
description
Memo
Memo
MYOB Freight
Tax Code
Purchase Order #
mcs_myobfreighttaxcod
eid
mcs_PurchaseOrder
FreightTaxCode
FreightTaxCodeID
CustOrderNo
CustOrderNo
MYOB Sales
Person
Currency Id
mcs_order_MYOBSale
spersonId
TransactionCurrencyId
Sales Person ID
SalesPersonID
CurrCode
CurrCode
Price Level Id
PriceLevelId
CurrCode
CurrCode
Notes
CRM to
MYOB
If
mcs_myoborder
number is not
null or empty
If
mcs_myoborder
number is null
or empty
If CustomerID
is account then
customerid is
account.id
while if it is
contact then
customerid is
contact.id
Set to CRM
pricelevelid
where its
transactioncurre
ncyid equals to
the related
64
MYOB
to CRM
CRM
currencyid of
MYOB
CurrencyCode
Set to false
mcs_myobarchived
Exchange Rate
exchangerate
SaleStatus
SaleStatus
Exchange Rate
TransactionExchangeRat
e
“O”
CRM Order Product and MYOB Item Sales Line
Synchronising from CRM to MYOB (during synchronisation of an
Order)
Each CRM product code must exist in MYOB as an Item. An error is
displayed if this is not the case
Synchronising from MYOB to CRM (during synchronisation of an
Invoice)


CRM Order is updated with the MYOB Sales ID after Order has
been created in MYOB
CRM Order must be active otherwise update of Order causes an
error
CRM Display
Name
Existing Product
CRM Attribute Name
Field Mapping
MYOB Display Name MYOB Attribute Name
productid
ItemNumber
ItemNumber
Price Per Unit
priceperunit
TaxExclusiveUnitPrice
TaxExclusiveUnitPrice
priceperunit +
(tax/quantity)
TaxInclusiveUnitPrice
TaxInclusiveUnitPrice
mcs_warehouselocation
Location
Location
quantity
Quantity
Quantity
extendedamount
TaxInclusiveTotal
TaxInclusiveTotal
quantity * priceperunit
TaxExclusiveTotal
TaxExclusiveTotal
Warehouse
Location
Quantity
Extended Amount
Manual Discount
manualdiscountamount
Manual Discount
manualdiscountamount
Discount
(TaxExclusiveUnitPrice
* Quantity) TaxExclusiveTotal
Discount
Manual Discount
%
Tax
mcs_manualdiscountperce
ntage
tax
Discount
Discount
TaxBasisAmount
MYOB Tax Code
mcs_myobtaxcodeid
TaxCode
TaxInclusiveTotal TaxExclusiveTotal
TaxCode
ispriceoverriden
Notes
CRM to
MYOB
MYOB to
CRM
False if
CRM
Product
Price
Level
equals
MYOB
65
TaxExclu
siveUnitP
rice.
CRM Display
Name
Field Mapping (MYOB EXO)
MYOB Display Name MYOB Attribute Name
CRM Attribute Name
LineItemNumber
Existing Product
Notes
CRM to
MYOB
MYOB to
CRM
SeqNo
ProductId
ItemNumber
ItemNumber
IsProductOverridden
UoMId
Product Number
ProductNumber
Item Number
ItemNumber
Price Per Unit
PricePerUnit
UnitPrice
UnitPrice
Quantity
Quantity
Quantity
Quantity
Extended Amount
ExtendedAmount
Manual Discount
ManualDiscountAmount
Discount
LineTotal * (1 +
TaxRate/100)
Discount
Manual Discount
ManualDiscountAmount
Tax
Tax
TaxBasisAmount
MYOB Tax Code
mcs_MYOBTaxCodeId
TaxRate_No
(Quantity * UnitPrice *
Discount /100)
LineTotal *
(TaxRate/100)
TaxRate_No
False if
CRM
Product
Price
Level
equals
MYOB
TaxExclu
siveUnitP
rice.
IsPriceOverriden
CRM Quote and MYOB Item Sales


The filtering can be defined using CRM Fetch XML syntax
Invoice Number is auto generated, written to MYOB and saved
to CRM
Synchronising from CRM to MYOB




When a Quote is synchronised to CRM, it is updated with an ID
that is generated by MYOB. This provides a link back to MYOB
and is also used to indicate that a Quote has been processed
No matching on occurs
If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are Quotes where
‘mcs_ExternalAccountSystem’ field is empty
The current default filter is: by Quote ID, the program will query
CRM to get all the fields
Synchronising from MYOB to CRM
66





Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Data from MYOB comes from Sales, Currencies, Customers,
Addresses
The program will only get Invoice Status ‘Q’ (Quote)
MiSync for MYOB will try and get records by QuoteNumber in
CRM. If it is present, an update will occur. If it is not present a
new record will be created
Checkbox
will do the checking process for
deleting the quote that exists in CRM but not in MYOB
Name
CRM Attribute
Name
name
Quote Date
mcs_quotedate
Field Mapping
MYOB Display Name
MYOB Attribute
Name
InvoiceNumber &
InvoiceNumber + “-“ +
Customer Name
CustomerName
InvoiceDate
InvoiceDate
Quote Date
mcs_quotedate
SaleDate
SaleDate
Request Delivery
Date
MYOB Quote
Number
requestdeliveryby
PromisedDate
PromisedDate
mcs_myobquotenum
ber
InvoiceNumber
InvoiceNumber
quotenumber
InvoiceNumber
InvoiceNumber
External Account
System
Shipping Method
mcs_externalaccount
system
shippingmethodcode
SaleID
(prefix) + SaleID
ShipVia
ShipVia
Customer Id
customerid
Customer Name
quote.customerid.na
me
quote.customerid.na
me
LastName
LastName
FirstName
LastName
FirstName
LastName
Cost Centre ID
Account Number
mcs_costcentreid
accountnumber
Category
CardID
CostCentre
CardID
Contact Email
Address
emailaddress1
CardID
CardID
Ship To Name
shipto_name
ShipToAddressLine1
ShipToAddressLine1
Ship To Street 1
shipto_line1
ShipToAddressLine2
ShipToAddressLine2
Ship To Street 2
shipto_line2
ShipToAddressLine3
ShipToAddressLine3
Ship To Street 3
shipto_line3
ShipToAddressLine4
ShipToAddressLine4
Ship To
shipto_stateorprovinc
ShipToState
ShipToState
CRM Display Name
Customer Name
(prefix) +
CustomerRecordID
Notes
CRM to
MYOB
If
mcs_myobquote
number is not
null or empty
If
mcs_myobquote
number is null
or empty
If CustomerID is
account then
customerid is
account.id while
if it is contact
then customerid
is contact.id
If CustomerID is
account
If CustomerID is
contact
If CustomerID is
account
If CustomerID is
contact. Get the
hashcode of the
contact’s email
address.
67
MYOB to
CRM
State/Province
Ship To ZIP/Postal
Code
Ship To
Country/Region
Ship To Phone
e
shipto_postalcode
ShipToPostCode
ShipToPostCode
shipto_country
ShipToCountry
ShipToCountry
shipto_telephone
ShipToPhone1
ShipToPhone1
Ship To Fax
shipto_fax
ShipToFax
ShipToFax
Bill To Street 1
billto_line1
BillToAddress1
BillTo StreetLine1
Bill To Street 2
billto_line2
BillToAddress2
BillTo StreetLine2
Bill To Street 3
billto_line3
BillToAddress3
BillTo StreetLine3
Bill To City
billto_city
BillToCity
BillTo City
Bill To
State/Province
Bill To ZIP/Postal
Code
Bill To
Country/Region
Bill To Phone
billto_stateorprovince
BillToState
BillTo State
billto_postalcode
BillToPostCode
BillTo PostCode
billto_country
BillToCountry
BillTo Country
billto_telephone
BillToPhone1
BillTo Phone1
Bill To Fax
billto_fax
BillToFax
BillTo Fax
Quote Discount
Amount
discountamount
Total Discount
TotalDiscounts
discountpercentage
Percent Discount
PercentDiscount
freightamount
Freight
freightamount_base
Freight
Freight Amount
totaltax_base
GST Amount
TaxInclusiveFreightAm
ount
TaxInclusiveFreightAm
ount,
TaxExclusiveFreightA
mount
TaxInclusiveFreight TaxExclusiveFreight
GSTAmount
Description
description
Memo
Memo
MYOB Freight Tax
Code
Purchase Order #
mcs_myobfreighttaxc
odeid
mcs_purchaseorder
FreightTaxCode
FreightTaxCode
CustomerPONumber
CustomerPONumber
Owner
ownerid
MYOB Promised
Date
Tracking Number
mcs_promiseddate
SalespersonFirstName
SalespersonLastName
ShippingDate
SalespersonFirstName
SalespersonLastName
ShippingDate
Comment
Comment
Salesperson
SalespersonID
SaleStatus
SaleStatus
Freight Tax
MYOB Sales Person
mcs_freighttax
mcs_TrackingNumbe
r
mcs_quote_mcs_myo
bsalespersonid
Exchange Rate
exchangerate
Exchange Rate
Currency Id
transactioncurrencyid
CurrencyCode
TransactionExchangeRa
te
CurrencyCode
MYOB Sales Person
ID
Price Level Id
mcs_quote_myobsale
spersonid
pricelevelid
SalesPersonID
SalesPersonID
CurrencyCode
CurrencyCode
mcs_myobarchived
Tracking
Number
“Q”
Set to CRM
pricelevelid
where its
transactioncurre
ncyid equals to
the related CRM
currencyid of
MYOB
CurrencyCode
Set to false
Field Mapping (MYOB EXO)
68
CRM Display Name
Name
CRM Attribute
Name
Name
Quote Date
mcs_QuoteDate
InvoiceNumber &
Customer Name
OrderDate
QuoteNumber
InvoiceNumber
CustOrderNo
MYOB Quote
Number
mcs_MYOBQuoteNu
mber
CustOrderNo
CustOrderNo
External Account
System
Customer Id
mcs_externalaccount
system
CustomerId
Ship To Street 1
ShipTo_Line1
Line 1
Address1
Ship To Street 2
ShipTo_Line2
Line 2
Address2
Ship To Street 3
ShipTo_Line3
Line 3
Address3
Purchase Order #
mcs_PurchaseOrder
CustOrderNo
CustOrderNo
Currency Id
TransactionCurrencyI
d
mcs_quote_MYOBS
alespersonid
PriceLevelId
CurrencyNo
CurrencyNo
SalesNo
SalesNo
CurrCode
CurrCode
MYOB Sales Person
ID
Price Level Id
MYOB Display Name
MYOB Attribute
Name
InvoiceNumber + “-“ +
CustomerName
OrderDate
Notes
If
mcs_myobquote
number is null
or empty
If
mcs_myobquote
number is not
null or empty
CRM to
MYOB
(prefix) + SeqNo
(prefix) + AccNo
mcs_MYOBArchive
d
If CustomerID is
account then
customerid is
account.id while
if it is contact
then customerid
is contact.id
Set to CRM
pricelevelid
where its
transactioncurre
ncyid equals to
the related CRM
currencyid of
MYOB
CurrencyCode
Set to false
CRM Quote Product and MYOB Item Sales Line
Synchronising from CRM to MYOB (during synchronisation of a
Quote)
Each CRM product code must exist in MYOB as an Item. An error is
displayed if this is not the case
Synchronising from MYOB to CRM (during synchronisation of an
Invoice)


CRM Quote is updated with the MYOB Sales ID after invoice
has been created in MYOB
CRM Quote must be active otherwise update of Quote causes an
error
69
MYOB to
CRM
CRM Display
Name
Existing
Product
Product
Number
Price Per Unit
CRM Attribute Name
Field Mapping
MYOB Display Name
MYOB Attribute Name
productid
ItemNumber
ItemNumber
productnumber
Item Number
ItemNumber
priceperunit + (tax/quantity)
TaxInclusiveUnitPrice
TaxInclusiveUnitPrice
Price Per Unit
priceperunit
TaxExclusiveUnitPrice
TaxExclusiveUnitPrice
Quantity
quantity
Quantity
Quantity
Extended
Amount
extendedamount
TaxInclusiveTotal
TaxInclusiveTotal
priceperunit * quantity
TaxExclusiveTotal
TaxExclusiveTotal
manualdiscountamount
Discount
Discount
Discount
(TaxExclusiveUnitPrice
* Quantity) TaxExclusiveTotal
Discount
TaxBasisAmount
TaxBasisAmount
Manual
Discount
Manual
Discount
manualdiscountamount
Tax
mcs_manualdiscountpercenta
ge
tax
Tax
tax
MYOB Tax
Code
Extended
Amount
mcs_myobtaxcodeid
TaxCode
TaxInclusiveTotal TaxExclusiveTotal
TaxCode
extendedamount
IncTaxTotal
IncTaxTotal
CRM Attribute Name
Field Mapping (MYOB EXO)
MYOB Display Name
MYOB Attribute Name
LineItemNumber
Existing
Product
ProductId
CRM to
MYOB
MYOB
to CRM
CRM to
MYOB
MYOB
to CRM
False if
CRM
Product
Price
Level
equals
MYOB
TaxExcl
usiveUn
itPrice.
ispriceoverriden
CRM Display
Name
Notes
Notes
SeqNo
ItemNumber
ItemNumber
IsProductOverridden
UoMId
Product
Number
Price Per Unit
ProductNumber
Item Number
ItemNumber
PricePerUnit
UnitPrice
UnitPrice
Quantity
Quantity
Quantity
Quantity
Extended
Amount
Manual
Discount
Manual
Discount
Tax
ExtendedAmount
Discount
LineTotal * (1 +
TaxRate/100)
Discount
Tax
TaxBasisAmount
MYOB Tax
Code
mcs_MYOBTaxCodeId
TaxRate_No
ManualDiscountAmount
ManualDiscountAmount
IsPriceOverriden
(Quantity * UnitPrice *
Discount /100)
LineTotal *
(TaxRate/100)
TaxRate_No
False if
70
CRM
Product
Price
Level
equals
MYOB
TaxExcl
usiveUn
itPrice.
CRM Payment Receipts and MYOB Receive Payments
Synchronising from CRM to MYOB



Synchronise Account, Contact, Product, GL Account and
Payment Method from MYOB first in order to use this.
The filtering can be defined using CRM Fetch XML syntax.
If you don’t specify a filter, the program will get all the records
which have not been synchronised yet. These are payment
receipts where ‘mcs_MYOBReceiptID’ field is empty.
Synchronising from MYOB to CRM




Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Data from MYOB comes from Payment Receipt
MiSync for MYOB will try and get records by
‘mcs_MYOBReceiptID’ in CRM. If it is present, an update will
occur. If it is not present a new record will be created.
When payment receipt in CRM is done partially, the Invoice
status in CRM will stay at New. The Invoice status will change
to Paid Complete when all the Invoice amount exist in payment
receipts.
CRM Display Name
CRM Attribute Name
MYOB Receipt ID
mcs_myobreceiptid
Receipt Number
mcs_receiptnumber
Amount Paid
mcs_amountpaid
Field Mapping
MYOB Display
MYOB Attribute
Name
Name
Customer Payment CustomerPaymentID
ID
ID #
CustomerPaymentNu
mber
AmountApplied
AmountApplied
Ungrouped Deposits
mcs_ungroupeddeposits
IsUngrouped
DepositStatusID
GL Account
mcs_GLaccountid
AccountNumber
AccountNumber
mcs_paymentreceipt.mc
s_GLaccount_mcs_pay
mentreciept.mcs_numb
er
DepositAccount
DepositAccount
Notes
CRM to
MYOB
CRM
mcs_ungroupeddep
osits set to True if
DepositStatusID
equals to “U”
If Ungrouped
checked will use
Ungrouped Deposit
in MYOB which is
71
MYOB
to CRM
under Account
number 11180
Receipt Date
mcs_receiptdate
Date
Transaction Date
Payment Method
mcs_paymentmethodid
PaymentMethod
PaymentMethod
PaymentMethod
PaymentMethod
Invoice Number
mcs_paymentreceipt.mc
s_paymentmethod_mcs
_paymentreciept.mcs_n
ame
mcs_invoicenumberid
SaleID
(prefix) + SaleID
mcs_externalaccountsys
tem
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.mcs_MYOBInv
oiceNumber
or
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.InvoiceNumber
SaleID
SaleID
Invoice Number
InvoiceNumber
CustomerNumber
CustomerNumber
MYOB Customer ID
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.mcs_purchaseor
der
mcs_myobcustomerid
RecordID
RecordID
First Name
firstname
FirstName
FirstName
LastName
LastName
Receipt Number
account.name
or
contact.lastname
mcs_receiptnumber
TransactionID
TransactionID
CRM Display Name
CRM Attribute Name
MYOB Receipt ID
mcs_myobreceiptid
Receipt Number
mcs_receiptnumber
Field Mapping (MYOB EXO)
MYOB Display
MYOB Attribute
Name
Name
Customer Payment CustomerPaymentID
ID
InvNo
Amount Paid
mcs_amountpaid
Amount
If
mcs_invoice_mcs_p
aymentreciept.mcs_
MYOBInvoiceNum
ber is null or empty
then the value set to
mcs_invoice_mcs_p
aymentreciept.Invoi
ceNumber
Can be CRM
Account or Contact
CRM contact
FirstName
Notes
CRM to
MYOB
MYOB
to CRM
CRM to
MYOB
MYOB
to CRM
Amount
“AUD”
transactioncurrencyid
exchangerate
exchrate
mcs_myobreceiptid
Receipt Date
Based on SaleID
equals to
mcs_externalaccoun
tsystem of CRM
Invoice
SeqNo
mcs_paymentreference
Name
Name
mcs_receiptdate
Date
TransDate
mcs_reversepayment
0
mcs_bankaccountid
GLCode
Payment Method
mcs_paymentmethodid
Ref1
Invoice Number
mcs_invoicenumberid
InvNo
CRM Display Name
CRM Attribute Name
MYOB Receipt ID
mcs_myobreceiptid
Field Mapping (MYOB API)
MYOB Display
MYOB Attribute
Name
Name
Customer Payment CustomerPaymentID
Based on SaleID
equals to
mcs_externalaccoun
tsystem of CRM
Invoice
Notes
72
Receipt Number
mcs_receiptnumber
ID
ID #
Amount Paid
mcs_amountpaid
AmountApplied
CustomerPaymentNu
mber
AmountApplied
GL Account
mcs_GLaccountid
AccountNumber
AccountNumber
mcs_paymentreceipt.mc
s_GLaccount_mcs_pay
mentreciept.mcs_numb
er
DepositAccount
DepositAccount
Receipt Date
mcs_receiptdate
Date
Transaction Date
Payment Method
mcs_paymentmethodid
PaymentMethod
PaymentMethod
PaymentMethod
PaymentMethod
Invoice Number
mcs_paymentreceipt.mc
s_paymentmethod_mcs
_paymentreciept.mcs_n
ame
mcs_invoicenumberid
SaleID
(prefix) + SaleID
mcs_externalaccountsys
tem
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.mcs_MYOBInv
oiceNumber
or
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.InvoiceNumber
SaleID
SaleID
Invoice Number
InvoiceNumber
CustomerNumber
CustomerNumber
MYOB Customer ID
mcs_paymentreceipt.mc
s_invoice_mcs_paymen
treciept.mcs_purchaseor
der
mcs_myobcustomerid
RecordID
RecordID
First Name
firstname
FirstName
FirstName
LastName
LastName
Receipt Number
account.name
or
contact.lastname
mcs_receiptnumber
TransactionID
TransactionID
If Ungrouped
checked will use
Ungrouped Deposit
in MYOB which is
under Account
number 11180
Based on SaleID
equals to
mcs_externalaccoun
tsystem of CRM
Invoice
If
mcs_invoice_mcs_p
aymentreciept.mcs_
MYOBInvoiceNum
ber is null or empty
then the value set to
mcs_invoice_mcs_p
aymentreciept.Invoi
ceNumber
Can be CRM
Account or Contact
CRM contact
FirstName
MYOB Item and CRM Product
Synchronising from MYOB to CRM



Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Each MYOB item has a corresponding CRM product created.
The link between MYOB and CRM is the MYOB Item Code and
CRM Product Number. These are matched to decide if a new
product is inserted or existing product is updated.
73





CRM
Display
Name
ID
Product Price Level is created by default and is called: MYOBCurrency.
Unit Group are set to ‘Default Unit’.
Unit is set to ‘Primary Unit’.
Price Level is set to ‘MYOB-Currency’.
Both active and inactive products are retrieved.
CRM Attribute Name
Field Mapping
MYOB Display Name
MYOB Attribute Name
productnumber
ItemNumber
(prefix) + ItemNumber
CRM UoM’s
Name = “Primary
Unit”
CRM UoM’s
Schedule’s Name
= “Default Unit”
defaultuomid
defaultuomscheduledid
Product
Name
name
ItemName
ItemName
mcs_myobarchived
pricelevelid
Is Inactive
IsInactive
Standard
Cost
Current
Cost
Product
Type
standardcost
PositiveAverageCost
PositiveAverageCost
currentcost
TaxInclusiveLastPurchasePrice
TaxInclusiveLastPurchasePrice
List Price
Custom
List 1
Custom
List 2
Custom
List 3
Custom
Field 1
Custom
Field 2
Custom
Field 3
price
mcs_customlist1id
Base Selling Price
Custom List 1
BaseSellingPrice
CustomList1ID
mcs_customlist2id
Custom List 2
CustomList2ID
mcs_customlist3id
Custom List 3
CustomList3ID
mcs_customfield1
Custom Field 1
CustomField1
mcs_customfield2
Custom Field 2
CustomField2
mcs_customfield3
Custom Field 3
CustomField3
mcs_incomeaccountid
mcs_expenseaccountid
quantitydecimal
Description
Income Account ID
Expense Account ID
IncomeAccountID
ExpenseAccountID
Item Description
ItemDescription
Default
Price List
CRM
Display
Name
ID
CRM PriceLevelId
where PriceLevel
Name equals to :
(prefix) + “PLA”
producttypecode
CRM
ProductTypeCode
SalesInventory
2
CRM Attribute Name
Field Mapping (MYOB EXO)
MYOB Display Name
MYOB Attribute Name
productnumber
Stock code
StockCode
defaultuomid
Unit/Pack
Pack
defaultuomscheduledid
Notes
Notes
CRM UoM’s
Name = “Primary
Unit”
CRM UoM’s
74
Schedule’s Name
= “Default Unit”
Product
Name
Product
Name
Standard
Cost
Current
Cost
Product
Type
List Price
Custom
Field 1
name
Description
Description
Description
Description
Description
StockVolume
QuantityOnHand
mcs_myobarchived
StockWeight
Size
StandardCost
Cubic
Free Stock
Active
Weight
Dimensions
Average
Cubic
TotalStock
IsActive
Weight
Dimensions
AveCost
SupplierName
TransactionCurrencyId
currentcost
Main supplier +
CR_ACCS.Name
TaxInclusiveLastPurchasePrice
TaxInclusiveLastPurchasePrice
“AUD”
producttypecode
price
mcs_customfield1
CRM
ProductTypeCode
SalesInventory = 1
Wholesale
Barcodes or Alternate codes (1)
SellPrice1
Barcode1
quantitydecimal
CRM
Display
Name
ID
3
CRM Attribute Name
Field Mapping (MYOB API)
MYOB Display Name
MYOB Attribute Name
productnumber
ItemNumber
(prefix) + ItemNumber
CRM UoM’s
Name = “Primary
Unit”
CRM UoM’s
Schedule’s Name
= “Default Unit”
defaultuomid
defaultuomscheduledid
Product
Name
name
ItemName
ItemName
mcs_myobarchived
pricelevelid
Is Inactive
IsInactive
Standard
Cost
Current
Cost
Product
Type
standardcost
PositiveAverageCost
PositiveAverageCost
currentcost
TaxInclusiveLastPurchasePrice
TaxInclusiveLastPurchasePrice
List Price
price
Quantity Decimal
Description
Default
Price List
Notes
CRM PriceLevelId
where PriceLevel
Name equals to :
(prefix) + “PLA”
producttypecode
CRM
ProductTypeCode
SalesInventory
Base Selling Price
BaseSellingPrice
Item Description
ItemDescription
2
MYOB Stock on Hand to CRM Stock on Hand
75
Synchronising from MYOB to CRM (during synchronisation of
MYOB Item to CRM Product)

MYOB Entities used are Items, Locations, and Item Locations
Field Mapping
CRM Display Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
ItemNumber & LocationID
ItemNumber + “:” +
LocationID
mcs_cardid
ItemLocationID
(prefix) + ItemLocationID
Warehouse Location
mcs_warehouselocationid
Location
LocationID
Product
mcs_productid
Item Number
ItemNumber
Quantity On Hand
mcs_quantityonhand
On Hand
QuantityOnHand
Stock On Order
mcs_stockonorder
PurchaseOnOrder
PurchaseOnOrder
Quantity On Hold
mcs_quantityonhold
On Order
SellOnOrder
Notes
Field Mapping (MYOB EXO)
CRM Display Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Stock Code
stockcode + ":" +
STOCK_LOCATIONS.lcode
Warehouse Location
mcs_warehouselocationid
Location
STOCK_LOCATIONS.locno
Product
mcs_productid
Stock code
StockCode
Quantity On Hand
mcs_quantityonhand
Qty
Qty
Notes
MYOB Price List to CRM Price List
Synchronising from MYOB to CRM (during synchronisation of
MYOB Item to CRM Product)


Price List in CRM will be created based on all the currencies
available
Price List name in CRM is named MYOB-Currency
Field Mapping
76
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
Name
name
PriceLevel
PriceLevelID
Filled with
template :
(prefix) +
PriceLevelID +
“-“ + CRM’s
isocurrencycode
Currency
transactioncurrencyid
Based on
MYOB
Configuration
“Price Level
Mapping”
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
Name
Name
PriceNo
PriceNo
Filled with
template :
(prefix) +
PriceLevelID +
“-“ + CRM’s
isocurrencycode
Description
Description
Name
Currency
TransactionCurrencyId
Name
Based on
MYOB
Configuration
“Price Level
Mapping”
MYOB Price List Item to CRM Price List Item
Synchronising from MYOB to CRM (during synchronisation of
MYOB Item to CRM Product)

This process is executed using the process MYOB Items To CRM
Products
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
77
Price List
pricelevelid
Price Level ID
PriceLevelID
Product
productid
Item Number
ItemNumber
Amount
amount
Selling Price
SellingPrice
uomid
CRM UoM’s
Name = “Primary
Unit”
uomscheduleid
CRM UoM’s
Schedule’s Name
= “Default Unit”
pricingmethodcode
Set to
CurrencyAmount
roundingpolicycode
Set to None
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Price List
pricelevelid
Price Level ID
PriceLevelID
Product
productid
Stock code
StockCode
Amount
amount
Sell Price 1
SellPrice1
uomid
Pack
pack
Transaction
Currency ID
Notes
CRM UoM’s
Name = “Primary
Unit”
uomscheduleid
CRM UoM’s
Schedule’s Name
= “Default Unit”
pricingmethodcode
Set to
CurrencyAmount
quantitysellingcode
Whole and
fractional
transactioncurrencyid
“AUD”
Set to None
Notes
Field Mapping (MYOB API)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Price List
pricelevelid
Price Level ID
PriceLevelID
Product
productid
Item Number
ItemNumber
Amount
amount
Selling Price
SellingPrice
78
uomid
CRM UoM’s
Name = “Primary
Unit”
uomscheduleid
CRM UoM’s
Schedule’s Name
= “Default Unit”
pricingmethodcode
Set to
CurrencyAmount
roundingpolicycode
Set to None
MYOB Account to CRM GL Account
Synchronising from MYOB to CRM

Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Field Mapping
CRM Display Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Account Name
AccountName
Number
mcs_number
Account Number
(prefix) + AccountNumber
Account Type
mcs_AccountType
Account Type
SubAccountClassificationID
Notes
Field Mapping (MYOB EXO)
CRM Display Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Name
Name
Number
mcs_number
Account Number
AccNo
mcs_myobbankaccountid
Notes
AccNo
Field Mapping (MYOB API)
CRM Display Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Account Name
AccountName
Number
mcs_number
Account Number
(prefix) + AccountNumber
Account Type
mcs_AccountType
Account Type
SubAccountClassificationID
Notes
79
MYOB Payment Method to CRM Payment Method
Synchronising from MYOB to CRM

Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Payment Method
(prefix) + PaymentMethod
Method Type
mcs_methodtype
Method Type
MethodType
Notes
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Type Name
PtDesc
Method Type
mcs_methodtype
Key
MethodType
Notes
MYOB Currency to CRM Currency
Synchronising from MYOB to CRM

This process will be executed using the template MYOB Cards to
CRM Entities option
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Currency Code
isocurrencycode
Currency Code
Code
Currency Name
Currencyname
Currency Name
Name
Currency Symbol
currencysymbol
Currency Symbol
CurrencySymbol
Currency Precision
currencyprecision
Decimal Places
DecimalPlaces
Notes
80
Exchange Rate
exchangerate
Exchange Rate
ExchangeRate
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Currency Code
ISOCurrencyCode
Currency Code
CurrCode
Currency Name
CurrencyName
Currency Name
CurrName
Currency Symbol
CurrencySymbol
Currency Symbol
CurrSymbol
Exchange Rate
ExchangeRate
Exchange Rate
SellRate
Notes
MYOB Warehouse to CRM Warehouse
Synchronising from MYOB to CRM

This process will be executed using the template MYOB Cards to
CRM Entities option
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Location Name
LocationName
Location ID
mcs_locationid
Location ID
(prefix) + LocationID
Contact
mcs_contact
Contact
Contact
Warehouse
Contact
Street
mcs_warehousecontact
Contact Phone
ContactPhone
mcs_address1_line1
Address
Street
City
mcs_address1_city
City
City
Post Code
mcs_address1_postalcode
Postcode
Postcode
State
mcs_address1_stateorprovince
State
State
Country
mcs_address1_country
Country
Country
Description
mcs_description
Notes
Notes
Notes
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
81
mcs_unique
LocNo
Name
mcs_name
Location Name
LName
Location ID
mcs_locationid
Street
mcs_address1_line1
Line 1
DelAddr1
City
mcs_address1_city
Line 2
DelAddr2
LCode
MYOB Custom List to CRM Custom List
Synchronising from MYOB to CRM

This process will be executed using the template MYOB Cards to
CRM Entities option
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Name
mcs_name
Name
CustomListText
List Number
mcs_listnumber
List Number
CustomListNumber
Custom List Id
mcs_customlistid
List ID
CustomListID
Custom List
Number
Entity
mcs_customlistnumber
List ID
(prefix) + CustomListID
mcs_entity
Type
CustomListType
Notes
MYOB Tax Code to CRM Tax Code
Synchronising from MYOB to CRM

This process will be executed using the template MYOB Cards to
CRM Entities option
82
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Tax Code
mcs_name
Tax Code
prefix + TaxCode
Tax Description
mcs_taxdescription
Description
TaxCodeDescription
Percentage Rate
mcs_percentagerate
Rate
TaxPercentageRate
Tax Code Type ID
mcs_taxcodetypeid
Tax Type
TaxCodeTypeID
Notes
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
mcs_unique
MYOB Attribute Name
Notes
SeqNo
Tax Code
mcs_name
Tax Code
ShortName
Tax Description
mcs_taxdescription
Description
Name
Percentage Rate
mcs_percentagerate
Rate
Rate
Field Mapping (MYOB API)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Tax Code
mcs_name
Tax Code
prefix + TaxCode
Tax Description
mcs_taxdescription
Description
TaxCodeDescription
Percentage Rate
mcs_percentagerate
Rate
TaxPercentageRate
Tax Code Type ID
mcs_taxcodetypeid
Tax Type
TaxCodeTypeID
Notes
MYOB Employee to CRM Staff
Synchronising from MYOB to CRM

Unless a filter is supplied, MiSync for MYOB will process all
records from MYOB to CRM.
Field Mapping
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
Notes
83
Card Record ID
mcs_cardrecordid
Card Record ID
FirstName + “ “ +
LastName
mcs_fullname
Employee Number
First Name
Last Name
Salutation
Status
State
CRM User
Business Phone
Business Email
Phone 2
Phone 3
Fax
Website
Employment Start
Employment
Termination
Employment Type
Gender
Date of Birth
prefix + CardRecordID
mcs_employeenumber
Card ID
mcs_firstname
First Name
mcs_lastname
Last Name
mcs_salutation
Salutation
statuscode
IsInactive
statecode
IsInactive
CardIdentification
FirstName
LastName
Salutation
IsInactive
IsInactive
Set to CRM SystemUser
Id, based on
mcs_fullname.
mcs_crmuserid
mcs_businessphone
Address 1 Home Phone
mcs_businessemail
Address 1 Email
mcs_phone2
Address 1 Mobile Phone
mcs_phone3
Address 1 Work Phone
mcs_fax
Address 1 Fax
mcs_website
Address 1 Website
mcs_employmentstart
Start Date
mcs_employmenttermination
Termination Date
mcs_employmenttype
Employment Status
mcs_gender
Gender
mcs_dateofbirth
Date Of Birth
Address.HomePhone
Address.Email
Address.MobilePhone
Address.WorkPhone
Address.Fax
Address.WWW
StartDate
TerminationDate
EmploymentStatusID
Gender
DateOfBirth
Field Mapping (MYOB EXO)
CRM Display
Name
CRM Attribute Name
MYOB Display Name
MYOB Attribute Name
mcs_fullname
Name
Name
Employee Number
mcs_employeenumber
Staff No
StaffNo
First Name
mcs_firstname
Name
Name
Last Name
mcs_lastname
Name
Name
Job Title
mcs_jobtitle
Job Title
JobTitle
Business Phone
mcs_businessphone
Phone
Phone
Business Email
mcs_businessemail
Email
Email
Notes
84
Field Mapping (MYOB API)
CRM Display
Name
Card Record ID
CRM Attribute Name
mcs_cardrecordid
MYOB Display Name
Card Record ID
First Name
Last Name
Salutation
CRM User
Business Phone
Business Email
Phone 2
Phone 3
Fax
Website
Notes
prefix + CardRecordID
FirstName + “ “ +
LastName
mcs_fullname
Employee Number
MYOB Attribute Name
mcs_employeenumber
Card ID
mcs_firstname
First Name
mcs_lastname
Last Name
mcs_salutation
Salutation
CardIdentification
FirstName
LastName
Salutation
Set to CRM SystemUser
Id, based on
mcs_fullname.
mcs_crmuserid
mcs_businessphone
Address 1 Home Phone
mcs_businessemail
Address 1 Email
mcs_phone2
Address 1 Mobile Phone
mcs_phone3
Address 1 Work Phone
mcs_fax
Address 1 Fax
mcs_website
Address 1 Website
Address.HomePhone
Address.Email
Address.MobilePhone
Address.WorkPhone
Address.Fax
Address.WWW
85
Appendices
Frequently Asked Questions
Known Issues
MYOB to CRM : Customer Company to Account

The Account will be duplicated if it was synced with prefix, then
synced without prefix. You should not change used prefix in
configuration once it is set.
MYOB to CRM : Customer Individual to Contact

The Contact will be duplicated if it was synced with prefix, then
synced without prefix. You should not change used prefix in
configuration once it is set.
MYOB Activity Slip to CRM Service Appointment


There is a bug in MYOB Activity Slips that can cause incorrect
times to be synchronised. If you set Start Time and Stop Time,
the Unit field will get updated. But if you set the Unit field first,
Start Time and Stop Time will not be updated. To transfer
correct time and duration of an activity slip in MYOB to CRM,
you must set Start Time and Stop Time only, don’t update the
Units field – it will be done automatically
If StartTime and StopTime is not supplied, the program will set
the Start Time to 12 AM and add the Units as duration
Service Activities

Customer to use on MYOB Activity Slip:
o A service activity can be linked to a customer or case,
which one should be used?
86
o
Solution: use Service Act. Customer.
CRM Resources

It is possible to assign more than one resource for a service
activity. You must use only one per service activity
Synchronisation of a large number of records

If you run a synchronisation that involves a lot of records and
MYOB is open, you may get an error message. It is
recommended to have MYOB closed when synchronising a big
amount of data
Synchronisation of CRM to MYOB




Make sure you have close all the MYOB connection and
application before starting the sync process. Please also check
the task manager for all MYOB processes, to end the running
process. There could be error if there’s still a running MYOB
process, such as “Unexpected internal c-tree(R) error” or the
application crashed, if this happens please close the MYOB
running process and retry the sync process.
You cannot synchronize cancelled invoices.
You cannot update invoices, service activities, orders, and
quotes. The synchronization will work for new data (insert) only.
When you do sync updates from CRM to MYOB, it will not
update if the field is empty.
Synchronisation of CRM to MYOB API

When you run the synchronization process to MYOB API live,
there will be a popup opened and then closed at the beginning of
sync process.
Release Notes
This is a complete installation package which requires removal of any
previously installed MiSync for MYOB versions. You must uninstall any
previous versions prior to installing this release.
Release Instructions
1) Remove all previously installed version of MiSync for MYOB
a. Open the Control Panel (under Start -> Settings).
b. Select the Add Remove Programs icon.
c. Find the entry for Miscync For MYOB & select it.
87
d. Click on the Remove button.
e. Alternatively, navigate to the start menu and the MiSync
for MYOB folder inside Metisc and select the uninstall
option there
f. Follow instructions in the Installation Sections (align
according to installation section in the user guide)
Release Features
-
Synchronisation function from:
CRM Service Activity to MYOB Activity
CRM Case to MYOB Job
CRM Account to MYOB Customer
CRM Contact to MYOB Customer
CRM Resource to MYOB Employee
CRM Invoice to MYOB Item Sale
CRM Order to MYOB Item Sale
CRM Quote to MYOB Item Sale
CRM Payment Receipt to MYOB Receipt
MYOB Item to CRM Product
MYOB Customer To CRM Account
MYOB Customer to CRM Contact
MYOB Job to CRM Case
MYOB Item Sale to CRM Invoice
MYOB Item Sale to CRM Quote
MYOB Item Sale to CRM Order
MYOB ActivitySlip to CRM Service Activity
MYOB Account to CRM GL Account
MYOB Payment Method to CRM Payment Method
MYOB Receipt to CRM Payment Receipt
Auto Scheduling
Use Prefix for multiple MYOB Company file
Filtering
-
-
CRM filtering save to file
Can collaborate with Auto Scheduling
Included In Installer:
User Guide
MYOB Key
CRM Solution
MYOB Connection Configuration
88
-
CRM Connection Configuration:
CRM Online Supported
CRM Federation Supported
Add Multiple CRM connection
HTTPS URL supported
Resolved Issues
-
Fix: Remove special character when convert Account to MYOB
Fix: Truncate Account name to 50 characters
Installation Notes
This section is provided for users who have installed MiSync for
MYOB version 1.0.0.0 and above.
To un-install MiSync for MYOB:
1.
2.
3.
4.
5.
Open the Control Panel (under Start -> Settings).
Select the Add Remove Programs icon.
Find the entry for MiSync for MYOB & select it.
Click on the Remove button.
Alternatively, navigate to the start menu and the MiSync for MYOB
folder inside Metisc and select the uninstall option there
6. Follow instructions in the Installation Sections (align according to
installation section in the user guide)
Software License
This is an agreement between you, the end user, and Metisc Computer
Services (MCS). By using this software, you are agreeing to become
bound by the terms of this agreement.
IF YOU DO NOT AGREE TO THE TERMS OF THIS
AGREEMENT, DO NOT USE THIS SOFTWARE. PROMPTLY
REMOVE IT FROM YOUR COMPUTER.
Grant of License
MCS, as Licensor, grants to you, the Licensee, a non-exclusive right to
use this software program (hereinafter the “Software”) in accordance
with the terms contained in this License. You may use the Software on a
single computer.
89
Ownership of Software
MCS retains the copyright, title, and ownership of the Software and the
written materials regardless of the form or media in or on which the
original and other copies may exist. You may make one copy of the
Software solely for backup purposes. You must reproduce and include
the copyright notice on the backup copy.
Transfers
You may physically transfer the Software from one of your computers to
another provided that the Software is used on only one computer at a
time.
Term
This License is effective following the date you purchased the Software.
This License will terminate automatically without notice from MCS if
you fail to comply with any provision of this License. Upon termination
you shall destroy the written materials and all copies of the Software.
Restricted Rights
The Software and any accompanying materials are provided with
Restricted Rights.
Limited Warranty
Metisc Computer Services (MCS) warrants the media on which the
Software is furnished to be free of defects in material and workmanship,
under normal use, for a period of thirty (30) days following the date of
delivery to you. In the event of defects, MCS's sole liability shall be to
replace the defective media, which has been returned to MCS or the
supplier with your dated invoice and is shown to be defective. In the
event that MCS is unable to replace defective media, MCS shall refund
your money upon your termination of this License.
The above is the only warranty of any kind, either express or implied,
including but not limited to the implied warranties of merchantability and
fitness for a particular purpose, that is made by MCS, on this MCS
product. No oral or written information or advice given by MCS, it's
90
dealers, distributors, agents or employees shall create a warranty or in
any way increase the scope of this warranty and you may not rely on any
such information or advice. You may have other rights, which vary from
state to state.
This Software and accompanying documentation (including instructions
for use) are provided "as is" without warranty of any kind. Further, MCS
does not warrant, guarantee, or make any representations regarding the
use, or the results of use, of the Software or documentation in terms of
correctness, accuracy, reliability, current-ness, or otherwise.
You assume the entire risk as to the results and performance of the
Software. If the Software or written materials are defective you, and not
MCS or its dealers, distributors, agents, or employees, assume the entire
cost of all necessary servicing, repair or correction.
Neither MCS nor anyone else who has been involved in the creation,
production or delivery of this product shall be liable for any direct,
indirect, consequential or incidental damages (including damages for loss
of business profits, business interruption, loss of business information,
and the like) arising out of the use or inability to use such product even if
MCS has been advised of the possibility of such damages.
Should any other warranties be found to exist, such warranties shall be
limited in duration to thirty (30) days following the date of delivery to
you. In no event will MCS's liability for any damages to you or any
other person exceed the amount paid for the license to use the Software.
This License shall be governed and construed in accordance with the
laws of the State of Western Australia and shall benefit MCS, its
successors and assigns.
91