Connecting to MYOB
Before you commence, ensure you have been through the MYOB syncing prerequisites. To connect your CRM to MYOB, follow the simple steps outlined below.
- Head to Main Menu, then select Integrations from the Admin menu.
- Choose to Activate next to MYOB AccountRight.
- To connect, simply click on the button to Connect to MYOB AccountRight and you will be taken to MYOB’s authorisation portal where you will need to log in.
- You then need to allow the CRM to access your MYOB account.

Connecting to MYOB AR in CRM
- Once you have logged into the MYOB authorisation portal, you’ll return to the CRM CRM and should click on Connect to start the import process.
- The import process will take a few minutes to complete. When complete, you will see a confirmation screen letting you know the CRM is connected to MYOB.
- To learn how to configure your MYOB sync settings, click here.
Note that all other sync preferences are set to Manual – this means that data will only move between the systems if you choose to manually import or export records.