Sync MYOB Acumatica with Calxa
This help note will show you how to sync a MYOB Acumatica organisation as well as change your sync options. For more info on how Calxa integrates with MYOB Acumatica, including the supported versions refer to Calxa and MYOB Acumatica.
To add a new MYOB Acumatica organisation refer to Add a MYOB Acumatica Organisation .
To edit an existing MYOB Acumatica Integration, refer to Edit MYOB Acumatica Integration.
TABLE OF CONTENTS
Sync Now
Navigate to:
Reports -> Report Tools -> Organisation Sync
or
Settings -> Organisation Settings -> Organisation Sync
Identify the Organisation you wish to Sync in the list of Organisations shown and click SYNC NOW.
Sync Settings
Calxa provides options that can speed up your organisation sync process by excluding selected data such as the business unit lists.
Organisation Sync -> choose the Organisation -> Click Overflow menu ...
Choose Sync Settings
Alternatively, you can access the Sync Settings from the General Settings
Navigate to Settings -> Organisation Settings -> General.
Sync Settings -> CONFIGURE SYNC SETTINGS
Sync Options
To refresh the Monthly Actuals from MYOB Acumatica, click the drop down to select the periods to sync from the options provided, we recommend Current & Previous Year
NOTE 💬Transaction-based reports such as the Account Transaction and Aged Receivables/Payables reports are not supported for Acumatica organisations at this stage.
Choose the Categories you wish to sync to Calxa as Business Units. Untick any that are not currently required to speed up the Sync. See Business Unit Configuration for further information regarding the configuration of which categories to sync.
Daily Sync Settings
By default all Organisations will automatically sync daily, with any notification emails being sent to the Subscription Owner. See the Daily Auto-Sync help article for full details.
