MYOB® is an accounting package that including payroll, job costing and stock control features.
You can use the Import Application for MYOB to import data from ServiceCEO into MYOB. This will be a one way import of data from ServiceCEO to XML to MYOB. No data will be sent from MYOB to ServiceCEO.
Insight Direct has developed this tool for ServiceCEO customers all around the world, including those in Australia and New Zealand. Currently, the Import Application only works with versions of MYOB for Australia and New Zealand. In the future, we hope to offer versions for other countries.
Overview of the Import Process
Installing Overview
Prerequisites
Installing MYOB ODBC Direct
Installing the Import Application
for MYOB
Troubleshooting
the Activation
Deploying the Import
Application for MYOB on a Network
Upgrading the Import Application
for MYOB
Importing Data in MYOB
How will Imported Data Appear in
MYOB?
Sales
Deposits
Purchase
Orders
Payroll
Known Issues
Troubleshooting
Feedback
ServiceCEO/MYOB integration involves three major components:
The basic workflow is:
In order for the Import Application for MYOB to work correctly:
To fully utilize MYOB ODBC Direct, you must first register your MYOB accounting software. If you are using any of the following products, you will also need to activate your company files before accessing them using MYOB ODBC Direct:
You will need to have your MYOB accounting product serial number close by to complete the ODBC activation process.
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When you call MYOB to activate your software, you will also need to activate the MYOB ODBC component using the ServiceCEO “Add On Solution Number.” This number is 5,005,634. |
In Australia, you can contact MYOB by calling 1-300-555-111. In other regions, please contact your local MYOB support team for pricing details.
You can test MYOB ODBC on the Clearwater sample company file at no charge, so you can verify that the driver suites your needs. The Clearwater file is included in all MYOB business management software test drives.
You can download MYOB ODBC Direct here: http://d2d.myob.com.au/downloads/ODBC%20v6/AU_ODBCv6.0.13.zip
Detailed MYOB ODBC Direct installation instructions
are located on page three of the Australian MYOB ODBC Direct Installation Guide
(PDF): 
.
To activate your license, enter your information into the appropriate fields:
In this dialog box, you need to define your MYOB data so that the import application knows where MYOB is located and how to log in.
Note that you can stop and close the Import Application for MYOB at any time by clicking Stop Application.
If your license is not successfully activated, some possible reasons might be:
In a multi-user and/or multi-computer environment, we recommend that you, if possible, designate a single user and single computer that will export all XML files from ServiceCEO (Export Sales, Deposits and Purchase Orders). ServiceCEO should be configured to send its XML to a folder on the local computer. Install both MYOB and the Import Application for MYOB on this computer, and all of the imports to MYOB will take place on this computer as well.
If it is NOT possible to designate a single user/computer to export the XML files, configure ServiceCEO so that all XML files are being sent to a shared folder on your network. All users must have write access to this folder. Install MYOB and the Import Application for MYOB on a single computer, and point the Import Application for MYOB to the shared network folder. In this configuration, multiple users/computers can export data to XML, but only one computer will import those files into MYOB.
To upgrade the Import Application for MYOB:
Once the Import Application for MYOB is installed, it will continually run in your system tray. Every two minutes, it will scan the XML Export folder and, if it finds any XML files, will attempt to import them into MYOB. See the Overview of the Import Process for details.
All import information data is stored in the Log tab of the Import Application for MYOB.
Since the MYOB/ServiceCEO integration is one sided (data is only sent from ServiceCEO to MYOB), ServiceCEO is your system of record for all receivables and customers. If you need detailed receivables or customer data, you will find it in ServiceCEO, not in MYOB.
In general, ServiceCEO data is imported into MYOB as a General Journal Entry, rather than a more complex MYOB record (like a Customer Card or Invoice), in order to avoid the complications that arise when trying to synchronize complex customer, invoice, and inventory records between two separate systems.
After importing accounting data from ServiceCEO via the Import Application for MYOB, MYOB will contain high-level figures for the following accounts on your balance sheet:
The following Profit & Loss (P&L) accounts will be updated by the General Journal Entries so that they reflect overall sales figures from ServiceCEO.
Additional details of how data from ServiceCEO appears in MYOB are outlined in the following sections:
Sales
Deposits
Purchase
Orders
Payroll
A ServiceCEO invoice and, if applicable, its associated inventory are imported as a General Journal Entry.
Account adjustments and inventory adjustments entered in ServiceCEO will appear in a similar format.
Sales figures from ServiceCEO appear on all MYOB reports except for those in the Sales section, since MYOB Sales reports only account for actual Invoices in MYOB. Reports on other tabs such as Accounts and GST/Sales Tax will include all Journal Entries representing ServiceCEO invoices.
Two important things to note about sales figures are:
Payments exported via ServiceCEO's Deposits tab are imported as General Journal Entries.
This Journal Entry was made directly against General Cheque Account 1, but ServiceCEO can also be configured to import its data into a Undeposited Funds account where it can be grouped with other items already in MYOB. At a later date, you can batch the items together using MYOB’s Prepare Bank Deposit screen.
Deposits will populate the General Journal # field using the format “CD1234”, short for “ServiceCEO Deposit #1234”.
ServiceCEO’s Purchase Orders (PO) are imported into MYOB as Miscellaneous Purchases. This means that inventory counts are not directly affected in MYOB, which is to be expected, given that ServiceCEO is the system of record for inventory. However, entering POs as miscellaneous purchases updates the Inventory Asset account on your MYOB balance sheet.
The purchase is entered against an MYOB Supplier record. If the import tool
cannot locate an MYOB Supplier with a name matching the Vendor
record in ServiceCEO, it will create a new Supplier Card in MYOB with the
appropriate name.
Once the Miscellaneous Purchase is entered into MYOB, you can pay your supplier using MYOB’s Pay Bills functionality.
Two notes here:
ServiceCEO computes and exports gross payroll figures. Unfortunately, MYOB can only import very basic Timesheet data (the number of hours worked on each day). Although this might allow us to export very basic information such as hourly pay worked at a single rate, it would not allow us to export:
For these reasons, the Import Application for MYOB does not import any payroll data into MYOB at this point in time.
MYOB field lengths only allow ServiceCEO to export records with identifiers less than 1,000,000. So, for example, you will not be able to export invoice number 1000000. If your business requires the import utility to support larger invoice numbers, please contact Technical Support to log a feature request.
If an error is generated when importing an XML file into MYOB, it will not be imported, nor will its extension be changed from .xml to .xml.processed. To attempt the import again, you need to stop and restart the Import Application for MYOB, or rename the file for it to be processed.
Please send any feedback about this document to documentation@insightdirect.com. Please note that this email will not go to Technical Support. To receive technical support, please enter a support ticket by logging into the member center at http://www.insightdirect.com/support.html and clicking the Log a New Support Ticket link.
| ServiceCEO is a registered trademark of Insight Direct, Inc. in the U.S. and/or other countries. Other parties' marks are the property of their respective owners and should be treated as such. |