MYOB AccountRight (Cloud) Integration

Overview

• The articles outlines how to integrate your MYOB AccountRight platform with eShip.  Once completed your orders will be imported into eShip.
• If you choose to import only sales orders, eShip can generate the invoice in MYOB and include the tracking details.

 Note

• Inventory Locations are not supported with the eShip and MYOB AccountRight integration. 
• Only a MYOB Cloud account can be integrated to eShip.

Step 1: Authorize MYOB in eShip

1. In eShip, navigate to Settings > Integrations > Add a new integration.
2. In the Other Platforms section, select MYOB.
3. Tick the checkbox for Enable MYOB.
4. Click on the Authorize button.
5. Enter your my.MYOB username and password on the login page.
   
6. Click Allow access to grant eShip the necessary permissions.
   

Step 2: Confirm Company File Name

7. In eShip, note the Company File Name field in the MYOB integration settings page.
   
8. Open the AccountRight desktop application on Windows.
9. Open the company file you want to integrate (e.g., eShip Limited).
10. Verify that the exact company file name is entered in the Company File Name field in eShip Settings > Integrations > MYOB > Company file name.

Step 3: Create an Offline User in MYOB

11. Ensure you have the company file you want to integrate (e.g., eShip Limited) open
    
12. In AccountRight, go to Setup > User Access.
13. Create a new Offline User with the following roles:
    • Administrator
    • Cards
    • Sales (company file roles).
14. Untick the checkbox: This user will sign on with a my.MYOB account (Recommended).
    
15. Set a username and password for the offline user.

Step 4: Configure eShip with Offline User Credentials

15. Enter the Offline Username and Password you created in MYOB into the MYOB integration settings page in eShip.
16. Click Save.

Step 5: Test the Integration

17. Click on the Test button in the eShip MYOB settings page to ensure the connection works successfully.

Step 6: Configure Import Options

18. If you want to import orders with specific 'ship via' attributes, add them in the Ship Via field. Use a semicolon (;) to separate multiple shipping methods.
19. Tick the checkbox to Import Orders/Invoices, and choose the status (Open, Closed, or Both) to define what orders to import.

Note

• Offline User Requirement: To integrate with MYOB, you must set up an offline user in AccountRight. Ensure the checkbox for This user will sign on with a my.MYOB account (Recommended) is unticked when creating the user.
• Company File Name: The company file name entered in eShip must exactly match the name of the file in AccountRight.
• The offline username and password in eShip are used to access the MYOB company file.