Connecting to MYOB
To connect your CRM to MYOB, follow the simple steps outlined below.
First, navigate to the “Connection” module of the Main Menu.
When the connections menu displays, select “Activate” next to the MYOB entry.
To connect with MYOB, simply click on the Authorise button. You will be taken to MYOB’s authorisation portal where you will need to log in.
Once you log in, you’ll return to the CRM CRM and the import process can start.