In our attempt to rival Universal Studios, we’ve been at it again, creating videos of some of our ReadyMade integration solutions. Check out our latest video on how easy it is to integrate Salesforce & MYOB.
Want to know more about how to get Salesforce & MYOB talking? contact us or check out our other MYOB demos and information on our website.
Sure, they are not going to win any Oscars, but if you’re interested in Salesforce integration to 2 of the most popular accounting packages around, take a look at our Salesforce to Saasu and Salesforce to MYOB ReadyMade integration solutions. Oh and yeh, you won’t need a big bowl of popcorn cos they only last a few minutes each.
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′))
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.
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.
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.
Our ReadyMade integration tool that takes BC orders and creates MYOB paid invoices is now in beta - woohoo.
Interested in how it works? check out the documentation here.
Want to test it for us, great, contact us to get up and running in minutes.
Got two applications you think we should add to our ReadyMade roadmap? Drop us a line and let us know, we’re listening.
MYOB integration continues to be in demand. So far we have developed 2 solutions, the first involving a Boomi Connector for MYOB, enabling integration from MYOB to just about anything using the Boomi Atomsphere platform. The second is an open source based “canned” integration solution enabling integration from MYOB to Salesforce. The pre-built MYOB to Salesforce solution is in direct response to the number of queries we have had about this requirement. We have also been approached to build several more packaged solutions for MYOB using both mechanisms and we are in the process of reviewing the market potential of building out pre-built solutions from MYOB to those applications.
Our pre-built MYOB to Salesforce solution will enable the synchronisation of Salesforce Accounts/Contacts to MYOB Cards, creation of Invoices in MYOB from Opportunities Won in Salesforce and update of Salesforce opportunities with invoice details from MYOB.
We know that getting the price right is key for the MYOB market, so we are offering an annual subscription as well as a perpetual price for the solution. We’d like a few more beta clients for our pre-built solution, so if you are interested to test out the MYOB to Salesforce integration, contact us for some more details and we’ll set you up with a trial and when we release the product, we’ll let you have it for free.
We had several clients ask us about MYOB integration. After doing some research we realised why, all the solutions we could find were custom code not true integration. If you are wondering why this isn’t suitable for everyone, you may find our comparison of custom code versus RIO helpful. These clients were interested in synchronising data with several SaaS applications such as Salesforce and @task and they wanted a true integration solution that allowed for flexibility moving forward and didn’t cost a bomb to maintain.
We have built a MYOB connector to address this issue and provide our customers with the ability to connect MYOB with just about any system. Our MYOB integration solution can be implemented in days and is maintained for you, so less hassles if you need to extract or synchronise different data or connect to different systems moving forward.
If you are interested in a trial of our MYOB connector, email rio@wdcigroup.net and we’ll set it up for you.