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Sync a MYOB Organisation

How to sync a MYOB organisation and set sync options.

Written by Mick Devine

This help note will show you how to sync a MYOB organisation as well as change your sync options. For more info on how Calxa integrates with MYOB including the supported versions refer to Calxa and MYOB.

To add a new MYOB organisation refer to Add a MYOB Organisation .

To reconnect an existing MYOB organisation refer to Reconnect a MYOB Organisation.

TABLE OF CONTENTS

Sync Now

  1. Navigate to:
    ​Reports -> Report Tools -> Organisation Sync
    or
    ​Settings -> Organisation Settings -> Organisation Sync
    ​

  2. 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 units and budgets synced.

  • Organisation Sync -> choose the Organisation -> Click Overflow menu ...

  • Choose Sync Settings
    ​

Alternatively, you can access the Sync Settings from the General Settings

  1. Navigate to Settings -> Organisation Settings -> General.

  2. Sync Settings -> CONFIGURE SYNC SETTINGS
    ​

Sync Options

MYOB Jobs and Categories sync to Calxa as Business Units. See Business Unit Configuration to configure which categories to sync.

Budgets to Sync

  1. Choose an organisation from the Selected organisation drop-down.

  2. To include MYOB Budget, toggle on (Green), click the Help? for more information

  3. SAVE CHANGES
    ​

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.

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