Integration Build - In Progress
Seamless Accounting and Operations at Your Fingertips
We’re excited to share that a new integration with MYOB Business is in progress! This integration will enable seamless connectivity between MYOB and FieldPulse, making your business operations more efficient and streamlined. Here’s what you need to know about this upcoming feature:
Note: This integration is available exclusively for companies based in Australia and New Zealand.
What the Integration Includes
The MYOB integration will support the following capabilities:
Connect and Authenticate
Easily connect your MYOB Business account with FieldPulse. A secure authentication process ensures your data is synced reliably.
Two-Way Sync
Synchronize properties and entities between FieldPulse and MYOB Business, ensuring both platforms stay updated in real-time.
Supported Entities:
Customers: Keep your customer records up-to-date across platforms.
Quotes: Seamlessly sync quotes to streamline your sales process.
Invoices: Ensure your invoicing information is consistent and accurate.
Line Items: Maintain consistency of products and services between systems.
Payments: Sync payment records for improved financial tracking.
Vendors: Keep vendor data aligned for better purchasing and supplier management.
Error Handling and Logging
Comprehensive error handling ensures any issues during the sync process are logged and flagged for resolution. This feature provides transparency and keeps your workflows smooth.
Benefits of the MYOB Integration
Efficiency: Reduce manual data entry and errors by keeping your information synced automatically.
Visibility: Gain a clearer picture of your financial and customer data with accurate updates in both FieldPulse and MYOB.
Flexibility: Whether you’re creating quotes, managing invoices, or updating customer information, the integration ensures everything flows seamlessly between the two platforms.
Next Steps
This feature is still under development, but here’s what you can do to prepare:
Verify Your MYOB Account: Ensure you have a valid MYOB Business account with the necessary permissions.
Review Your FieldPulse Data: Confirm that your customer, vendor, and financial records are accurate and complete.
Stay Updated: Keep an eye out for announcements about the integration’s release and detailed setup instructions.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.