Getting Started

1. Set up Connections

After you have installed the app from the sign-up page or the Shopify app, you should see a page that allows you to set up both connections.

MYOB AccountRight

To connect your MYOB AccountRight account, click the MYOB "Connect" button. Next, sign in to your MYOB account, using the login information you use to access your MYOB AccountRight data.

On the next screen, you will be prompted with a dropdown menu to select your "Company file". Your company file contains all business data including transactions and contact details. If you use the same MYOB account, the company file should automatically appear. If not, read this article for a full guide on creating a company file in MYOB. If you are using linked accounts, then you can leave the user name and password fields empty.

Shopify

To connect your Shopify store, click the second option. This will open a pop-up that allows you to set up your store by entering your myshopify.com account name.

To find your myshopify account, look at the store URL when you first open your store's dashboard. For example, the account name of the store shown below is "myob-tester-store". Enter that information into the screen to proceed.

Then, click "Continue". This will redirect you to your Shopify Partners Account, where you will be asked to confirm the install. Scroll to the bottom and select "Install".

2. Select a plan

Next, you will be able to select a plan for the integration solution. You can pick a plan based on the number of orders your shop has each month. If you're not sure, you can also click on Skip Plan Selection to continue with the setup and upgrade to a plan at a later time!

3. Workflow configurations

Once the connection is installed, you will be brought to the app dashboard, with four workflows available to setup.

Workflows

Invoice Sync: This workflow enables synchronization between your orders, payments, and fees between your Shopify store and MYOB AccountRight. You can control which types of orders are synced and apply further custom settings outlined in more detail on the Invoice Sync page.

Payouts Sync: This workflow will automatically create Deposits within MYOB AccountRight for the Payouts sent to your account by Shopify. See the Payouts Sync page for more info.

Product Sync: This workflow will automatically update any new products being created on Shopify in your MYOB AccountRight. See the Product Sync page for more info.

Stock Level Sync: This workflow will automatically update stock levels from Shopify to MYOB AccountRight. See the Stock Level Sync page for more info.

Configure Workflow Settings

To turn on a workflow, you will need to complete all settings. Click on the Edit button on the right of each workflow to see the configuration options. After you have saved the workflow settings, you can click on the toggle to turn it on.

4. Turn on Auto-Sync

Once all workflows are completed, click "Turn Auto Sync On", and enter the Integration start date to sync all data between Shopify and MYOB AccountRight. To set a certain sync date, select "Configure", and select a start date.

Once synced, the workflows will run once every hour.

Note: Currently, the backfill can only be 7 days before the current day. For example, if you installed the integration on July 15, the earliest day you could sync would be July 9.

5. Monitor Errors

To view any errors, click the "Report" button, then "Error reports" or "History". These will open tables that allow you to monitor errors and see what has been created. For more information, check the How to View What's Created in MYOB and How To View Sync Errors and Retry pages.