MYOB has been a accounting staple in many companies while Salesforce is seen as a vital new tool for business. So if you have MYOB, have decided to implement Salesforce and would like the 2 applications to work together what would you do?
Decide how and what you would like to interconnect. Next try and identify an already available connector app that can do either most or all of what you want. Your software implementor should be able to identify such an app and complete the interconnection for you. This is usually the easiest and most cost effective way forward.
However, if you are unable to find an app that meets critical areas on interconnect, you can get an app developed specifically for you.
To illustrate, we recently identified and implemented a MYOB connector for a client that did the following:
- When a contact is created or updated in MYOB AccountRight, the app creates or updates the contact in Salesforce.
- When a sales invoice is created in MYOB AccountRight, the app creates the Opportunity in Salesforce. Additionally, the Account will be created and the associated product(s) will be created in Salesforce.
- For all products either created or updated in MYOB AccountRight, the app creates the products in Salesforce.
- For all products either created or updated in Salesforce, the app creates the products in MYOB AccountRight.
- When an opportunity is closed and won in Salesforce, the app adds or updates a Sales Invoice or Sales Order in MYOB AccountRight. Additionally, it associates the sale with the Original Customer or the Customer’s Organization or a single Online Sale Customer and creates the associated product(s) in MYOB AccountRight.
- When an order is closed in Salesforce, the app adds or updates a Sales Invoice or Sales Order in MYOB AccountRight. Additionally, it associates the Sale with the Original Customer or the Customer’s Organization or a single Online Sale Customer and creates the associated product(s) in MYOB AccountRight.
Substitute MYOB for any other accounting package and the process is the same
Check out SFX our Salesforce Xero connector:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EODsjUAH
