This help note will show you how to add a MYOB Essentials organisation to your workspace. 

For instructions on syncing an existing organisation please see the Sync a MYOB Essentials Organisation help note. To reconnect to an organisation see Reconnect a MYOB Essentials Organisation.   

Please note budgets entered in MYOB Essentials will not be imported to Calxa. See our Edit Budgets and Export and Import Budgets help notes for details on how to enter your budgets in Calxa. 

NOTE: Only a subscription owner or co-owner can add an organisation to a workspace.

  1. Sign in to Calxa, then navigate to Settings -> Billing & Admin -> Manage Organisations

  2. This will bring you to the Admin screen. Click on Add Organisation at the left.

  3. Select the Workspace where you would like to add your organisation from the Select Workspace drop-down, then click the Next Step button.

  4. Note you can also add an organisation to a specific workspace by clicking on the ellipsis to the right of the workspace name and selecting Add Organisation (this is an alternative to step 2 above where we selected Add Organisation from the menu on the left).

    Selecting Add Organisation from the workspace ellipsis menu populates the workspace name in step 3 above automatically.

  5. Now you will select your accounting system. Click on the MYOB button.

  6. A pop-up will open and ask you to select your MYOB version. Select MYOB Essentials and click Connect.

  7. Ensure your my.MYOB ID appears in the drop-down of the next box that comes up.

    If your my.MYOB ID is not there click on the drop-down and select Add new MYOB ID.

    This will bring you to the MYOB sign in screen. Enter your credentials and click Sign In.

    When you are brought back to Calxa you'll see your my.MYOB ID in the drop-down.

  8. Next select either Australia or NewZealand based on what country you set your file up in. Hover your mouse over the organisation you want to import until you see Add This Organisation in yellow. Click anywhere on this yellow bar to select the organisation.

    Note: If you have access to more than one MYOB Essentials file you will see all of them listed on this screen.

  9. Choose import settings. You will see your organisation listed here.

    Please note budgets entered in MYOB Essentials will not be imported to Calxa, as the Essentials API does not include access to budget data.

    See our Edit Budgets and Export and Import Budgetshelp notes for details on how to enter your budgets in Calxa.

    Click on Begin Import.

  10. A progress bar will appear to show you the organisation is importing.

  11. When the import is complete, set your preferences by selecting them from the drop-down menus in each section. Click All Done when finished.

    Note all of these preferences can be changed later if needed.

  12. When the import completes you will be brought back to the Admin screen. You will see the organisation you imported listed under the workspace where you added it.

    To go and work in this new organisation click on the Open Workspace link.