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.
- Navigate to:
Reports -> Report Tools -> Organisation Sync
Settings -> Organisation Settings -> Organisation Sync
- Identify the Organisation you wish to Sync in the list of Organisations shown and click SYNC NOW.
You can use a Workflow to automatically sync your organisation on a daily, weekly or monthly schedule. See Create an Automated Workflow for detailed steps.
Calxa provides options that can speed up your organisation sync process by excluding selected data such as the business units, budget and years synced.
Navigate to Settings -> Organisation Settings -> General
Choose an organisation from the Selected organisation drop-down.
Refer to the General Settings help note for full details on this menu.
The What do you want to sync? section provides options related to the sync process.
Set the following options and click SAVE CHANGES
Include Category or Include Job
MYOB Jobs and Categories help you create Business Units or Cost Centre within your organisation. They can be used for Projects, Programs, Departments, Regions or tracking just about any segment of you business.
Toggle Off (grey position) to reduce sync time.
Toggle On (green position) if you need to budget and report by these segments in Calxa.
This determines what years are updated during the sync process.
All Available is used to do a full sync of all available years.
Current & Previous will reduce the sync time by syncing only the current and previous financial year.
Current will reduce the sync time by syncing only the current financial year.
Include MYOB Budget
You can optionally sync the MYOB budget into a read only copy in Calxa. Use this option to import your MYOB budget and then copy the data to an editable version in Calxa. See Use your Accounting System Budget in Calxa for more details.
Toggle Off (grey position) recommended to reduce sync time.
Toggle On (green position) to sync MYOB budget into Calxa.
When a Sync process completes a success or failure message is sent to your notifications area. Look for a green bell with a number indicating the number of unread messages. Click on the bell to show the list of notifications.
Error Messages and Remediation
Could not connect to MYOB. Please reconnect via Reports -> Report Tools -> Organisation Sync.
If you get this error message please follow the Reconnect a MYOB Organisation hep article.
The organisation 'Your company name' could not be accessed at this time. It is either currently syncing or marked inactive.
This error will occur if a 2nd synchronisation process is triggered while the first is still in progress. This error may happen if 2 users attempt to synchronise at the same time or if you have configured multiple workflows that attempt to sync the same organisation at similar times.
Something's gone wrong. Contact our Customer Support team for assistance.
This is a generic error message that indicates you will need to contact the Calxa support team for assistance.
You can raise a support ticket via the Contact Us option in the Help widget shown below, phone or email.