MYOB Advanced Integration Setup

  • Updated

Before you start 

  • The MYOB Advanced Integration is implemented via our Integrations Hub, a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party systems
  • This is a paid additional feature of Assignar. Please reach out to your Assignar rep for pricing

 

Step 1: Navigate to the MYOB Advanced Integrations page

  1. From the navigation menu in the Assignar Web App, go to Settings and click Integrations

Step 2: Download the customization required to connect Assignar with your MYOB Advanced instance

  1. From the Integrations page, click Setup within the MYOB Advanced card
  2. From the MYOB Advanced page, click Click here to get Started
    • This will download the customization required to connect Assignar with your MYOB Advanced instance

Step 3: Upload the customization file

  1. Open a new tab or window and go to your Acumatica instance
  2. In the search bar, type 'Customization'
  3. Select Customization Projects
  4. Select Import, then Choose File
  5. Select the customization file that was downloaded earlier
  6. Upload
  7. Save the Customization Projects page.
  8. Once uploaded, locate the Assignar Integration in the table on the Customization Projects page

Step 4: Compile and publish

  1. Click the checkbox at the beginning of the row, then Publish
  2. A compilation popup will appear and the Customization Project will begin to compile
    • Important: You must also click the checkbox at the beginning of each row for any existing published Customization Projects before clicking the Publish button, or they will be unpublished
  3. When compilation is complete, a message stating "Validation finished successfully" will appear and a Publish button will be displayed in the Compilation popup
  4. Click the Publish button, which will run a few cleanup and update steps will run in the Compilation popup.
    • Note: clicking Publish will temporarily log out any active website users
  5. When the message "Website Updated" is displayed at the bottom of the Compilation popup, the process is finished and the popup can be closed
  6. The Customization Projects page should now display a checkmark in the Published column on the newly installed integration's row
  7. Save the Customization Projects page (if allowed) by clicking the floppy disk icon

Step 5: Authenticate

  1. Go back to the Assignar tab/window and select Authenticate
  2. Select your Timezone from the dropdown in GMT
  3. Enter the Tenant ID of the MYOB Advanced instance, as well as the Instance URL.
    • Note: Instance URL is the website that you use to log in
  4. Select Create
  5. The webpage will ask you to sign in to MYOB Advanced. Once you click Sign In, you'll be prompted to grant permission to the integration
  6. Select Yes, Allow with the default options selected
  7. Once the authentication has been successfully created, click Finish

Step 6: Set up your new workflow

  1. To set up a new workflow, select the option on the table. This will open a slide-out menu where you can toggle the workflow on. Once enabled, the menu will pull filter data from MYOB Advanced (if present) and populate with new options
    • For example, “Sync All Active Employees” or “Select Filter Options”

      Filter Options Include: Class, Branch, Dept.

  2. Once decided, select the filter option that works best for your workflow and select Save & Sync. This will begin to populate your Assignar instance with your MYOB Advanced information

  3. Repeat these steps on any other workflow you would like to be active within your environment.
    • Note: Workflows that have been enabled and saved will trigger a sync. If you do not wish to wait for the ~1hr sync cycles you can always select the “…” menu at the right-hand side of the workflow menu option, and select Sync Now to trigger it immediately.

 

Success!

Was this article helpful?

0 out of 0 found this helpful