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Reconnect a MYOB Organisation

Re-establishing connection to your MYOB file

Written by Mick Devine

Why am I being asked to Reconnect with MYOB?

Occasionally the authorisation tokens we use to connect to MYOB may become invalid or revoked by a user in MYOB. In this case we'll no longer be able to connect to MYOB and the sync process will fail. As such you will need to reauthenticate or reconnect Calxa to MYOB.

NOTE 💬 You will need to be a:

  • MYOB Administrator User, and a

  • Calxa subscription owner or co-owner to add or update this connection.

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

  2. Identify the Organisation you wish to Reconnect.

    1. If it has an invalid connection, you'll see the Connect to MYOB button
      Skip to step 3.

    2. If it has a valid connection, you'll see the SYNC NOW button

      1. Click the 3 dots overflow menu and select Disconnect.

  3. Click the Connect to MYOB button
    ​

  4. Sign into MYOB as an Administrator
    ​
    To authorise Calxa you need to be an Administrator in your MYOB business file
    ​

  5. Select the MYOB Business and click Connect
    ​
    ​


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