MYOB Integration Tips

The first problem that we had while integrating MYOB with another system was importing multiple Cards with the same name into MYOB as different Cards.

In the standard MYOB interface, it allows you to create two new Cards with the same name. However, this is retricted when the cards are created via the ODBC import function. For example:

insert into import_customer_cards (CoLastName, FirstName, InvoiceDelivery)
values ((‘Andy’, ‘Cole’, ‘B’), (‘Andy’, ‘Cole’, ‘P’))

This import statement will only create one Card “Andy, Cole”. The reason being is that MYOB will create a new card “Andy, Cole” using the first “value” and update the same card again using the second “value”. This is not ideal if we happen to have two customers that have the same name.

To fix this issue, we needed to add the “CardId” field to the import statement as an unique identifier for the cards. For example:

insert into import_customer_cards (CoLastName, FirstName, InvoiceDelivery, CardId)
values ((‘Andy’, ‘Cole’, ‘B’, ”), (‘Andy’, ‘Cole’, ‘P’, ‘0001’))

SmartTurn Integration for Sales Orders

We were first introduced to SmartTurn during our recent work with integrating to eBay – SmartTurn. SmartTurn is considered one of the ‘friendly’ applications to use due to its usability and the fact it’s easy to integrate with. The simple integration interface has enabled us to deliver a few more SmartTurn integration projects for our customers over the last couple of days.

The core of the process is illustrated in the diagram above. All sales orders are saved in a CSV file which is distributed through email. Sales records are retrieved and a SmartTurn sales order is created. Throughout the process there will be email and notification alerts indicating:

  • items that do not exist in SmartTurn
  • errors in creating a Sales Order
  • a list of successfully created Sales Orders

Direct and automated! Interested and keen to get it implemented for your organisation too? Do contact us .

Thanks to www.dryicons.com for the above people icon.

eBay – SmartTurn Integration

We have been approached by numerous customers to integrate eBay and SmartTurn.

The effort to develop the eBay connectivity has paid off as we are now able to sync eBay seller transactions to SmartTurn Sales Orders!

The idea was to ensure that the stock tracking operation is made easy. All items listed in eBay are stored in SmartTurn warehouse inventory system.  For every paid transaction in eBay, a sales order will be created in SmartTurn which will then update the warehouse inventory system.

Using our approach, we can cater for any e-commerce website. With this simplified inventory control,  you will be able to post your item listings in numerous e-commerce websites and use our connector to sync all your sales orders to SmartTurn as a single point of management.

We’re always looking for real customer use-cases, so please feel free to contact us if you have a similar operation running in your organisation.

And if you are interested in knowing the details of our eBay – SmartTurn implementation, please contact us .

WDCi featured in Talend Newsletter

WDCi is an OEM partner with Talend, the leader in open source integration and ETL.  The Talend ETL tool is used by WDCi in both our consulting and some of our pre-built integration solutions, check out the November edition of the Talend Newsletter .

Many thanks to Solatube for participating as well.  Solatube has worked closely with us to refine one of our solutions (MYOB-Salesforce).  Nothing can replace real use-case details, especially when you are trying to pre-build and package a business process to suit hundreds of organisations.

Update to ReadyMade Salesforce-MYOB integration solution

We have just released a 1.3 version of our Salesforce-MYOB pre-built integration.  The key new features are:

  1. Personal Contacts in Salesforce can now be sync’d to MYOB Cards
  2. The Salesperson name can be captured in Salesforce and transferred to MYOB to include in Sales Orders/Invoices
  3. Duplicate Cards are now handled more gracefully, allowing Salesforce to create duplicate Cards in MYOB

Check out the website for some more detail on how it works.

weblinc implements the Salesforce-Saasu ReadyMade

It’s great to announce a case study with one of our new customers, weblinc.

weblinc engaged WDCi to build and deploy a rapid integration process between salesforce.com and Saasu. We recommended that weblinc employ our ReadyMade Salesforce CRM/ Saasu Widget in order to get into production, fast.

weblinc now has available an automated bi-directional sync of data between Salesforce and Saasu.

The full case study can be found here.

How to integrate with MYOB Accounting


MYOB Accounting Plus and Premier use an underlying data file to hold the records.

In the current versions this is not a relational databae, making traiditional integration difficult.

MYOB have over the years released a series of ODBC drivers. These have allowed programs such as Word and Excel to extract data and in some cases, insert data to MYOB. WDCi have taken this ODBC driver and created connectors for several integration platforms.

These connectors enable the integration of MYOB into nearly any platform or application, whether hosted or on-premise.

With this framework it is now cost effective to have an online eCommerce site integrated directly with MYOB to post order or invoice data and extract product data. Alternatively you can connect your CRM or ERP system into your MYOB accounting system.

The main objects that are typically integrated are:

Company and individual contact information

Product (Item) information

Opportunity and Sales data to an Orders/Invoices within MYOB

Shopping cart invoice and payment replication to MYOB

Anything in MYOB can be exposed and integrated to a vast array of applications, once you know how.  For more information contact us or check out our ReadyMade solutions for pre-built MYOB integration solutions.

Productized integration processes – are we crazy?

I’m going to go out on a limb here and say that you can productize specific business processes into a packaged integration solution.

This is something that regularly perplexes die-hard integration architects and at the opposite end of the spectrum regularly astounds SMEs when they find out there aren’t pre-built integrations between every application.

Who needs it?

SMEs now have access to tools and products at a fraction of the price they were years ago.  They can have best of breed solutions to run their business, BUT, who can afford to pay for a custom integration solution to integrate their data?  The applications are bleeding edge, but it doesn’t save you time and money if they aren’t in sync.

How to do it?

Our approach to this is ReadyMade, pre-built integration solutions that solve standard integration requirements between common applications.

Some history

We thought that there has to be some common business processes between applications.  So we spent some time looking at applications we know well, like salesforce.com.  We then looked at what accounting packages people use to connect to Salesforce and discovered that MYOB and Saasu were very popular in the Salesforce community in this part of the world.

So, we then took a look at how customers use MYOB on-premise and how they use Saasu in the cloud and used these observations to determine if there were common functions and processes that could be automated to save time and money.

And of course there are common processes that if integrated would provide the biggest bang for buck.

Don’t get me wrong, it isn’t easy to first work out the common integration processes, identify the right tool, develop the solution, price it right, market it, sell it and then back it up with support.

Well why do it?

Because we like to solve problems in the simplest way possible and we see the potential of SaaS but we also understand the role of existing applications to a company.  Let’s not fix something that isn’t broken.

The end result

Our ReadyMade solutions allow an SME to run the best of breed applications without the need to re-key data or deal with data inconsistencies and errors.

They don’t solve every integration process, they’re not meant to, that’s what custom integration solutions are for, they simply provide a productized integration for standard business processes between 2 defined applications and they do it at a low-cost.

Basecamp Integration

Researching some new ReadyMade possibilities for integration to Basecamp.

Seems Basecamp is hugely popular, as we’ve had some requests to take a look at how it might be integrated with a couple of key applications, such as Salesforce and Saasu.

Here’s my proposed flow between the Basecamp and Salesforce objects:

Integrate Basecamp with Salesforce

Basecamp Direction Salesforce
Project < Opportunity
Todo <> Task
Contacts <> Account/Contacts
Hours (by project) > Opportunity

Integrating Basecamp to an online accounting application such as Saasu is different, here’s the objects and process I think will work.  Any feedback would be great, if we can validate the process flows and objects involved we can then design the solutions and build them.

Integrate Basecamp with Saasu

Basecamp Direction Saasu
Timesheet > Timesheet
Contact <> Contact
Todos <> Todos
Hours (by project) > Order/Invoice