Once you’ve set up your MYOB integration, there are four core functions you’ll want to explore:
Link organizations to MYOB contacts
Import or export organizations
Post invoices to MYOB
Record payments in MYOB
Link organizations to MYOB contacts
Head to People & Organizations and edit any organization. You’ll see a “Linked Xero contact field.” Start typing the name of a contact in Xero, and OnRent Events will auto-suggest from matching results
If you have the “Create a linked MYOB Contact when creating an Organization?” toggle set to YES in your integration screen, a new linked MYOB contact will automatically be created when you create an organization in OnRent Events.
Import or export organizations
At any point, you can import contacts from MYOB to OnRent Events or export organizations from OnRent Events to MYOB. This is especially useful if you have other departments that create customers in MYOB and you wish to bring them into OnRent Events, or if you have the “Create a linked MYOB Contact when creating an Organization?” toggle turned off in your integration settings.
To import or export, go to System Setup > Integrations > MYOB. Check out our guide for more: Import and export organizations from MYOB
Post invoices to MYOB
Provided your integration is set up correctly and all mappings are completed, posting an issued invoice is just one click.
From an issued invoice, hit Post Invoice under “Actions”.
That’s it! OnRent Events will post the invoice to your accounts solution. If all goes well, you’ll see a green notification at the top-right.
If there’s a problem, OnRent Events will let you know. We’ve got a troubleshooting guide that can help sort out any problems, see:
Record payments in MYOB
If you like, you can set up OnRent Events so that you can record payments in MYOB straight from an invoice page.
Once set up, hit Take Payment under Actions to get started. Pop in the details and post!
