Connect MYOB Advanced

BI4Cloud supports reporting on your MYOB Advanced cloud service for enterprise accounting. In this article we shall describe the process for connecting to MYOB's cloud service. 

Before connecting your MYOB Advanced company file to BI4Cloud, a number of configuration steps must first be followed. If these are not done, you will not be able to connect & sync data. These configuration steps are:

  • Install BI4Cloud Customisation Package into your MYOB Advanced instance
  • Validate BI4Cloud Customisation Package
  • Publish BI4Cloud Customisation Package
  • Verify Generic Inquiries installed in Customisation Package exist and function

Installation of BI4Cloud Customisation Package

Note: To install the BI4Cloud Customisation Package the user must have at minimum the Customizer Role.

To install the BI4Cloud Customisation Package, follow the steps below:

  1. Download the correct Customisation Package for the version of MYOB from the file links at the bottom this article. 
    Note: Do not unzip the file.
  2. Log into MYOB Advanced, as the user which is an Administrator / has Customizer role. On the  Left-Hand Side menu, choose option More Items:

    MYOB_Advanced_5a.pngMYOB_Advanced_6.png
  3. In the panel, choose Customisation:

    MYOB_Advanced_7.png

  4. In the panel, choose option Publish Customisation:

    MYOB_Advanced_8.png
  5. In the program, choose option Import from the ring menu:

    MYOB_Advanced_9.png
  6. Click Choose File in the file selector, and select the correct Customisation Project for the version of MYOB Advanced:

    MYOB_Advanced_10.png
  7. Click Upload to import the Customisation Project.

    MYOB_Advanced_11.png

Validate BI4Cloud Customisation Package

Before publishing the customisation project, it must first be verified. If it isn't verified, or there are errors during verification, the project cannot be imported into MYOB Advanced.

To verify the Customisation Package, follow the steps below:

  1. Check the checkbox on the Customisation Project:

    MYOB_Advanced_13.png
  2. Click on the button Validate Projects within the ring menu of the program:

    MYOB_Advanced_14.png
  3. If validation is successful, the validation status will change to Passed.

    MYOB_Advanced_15.png

Publish BI4Cloud Customisation Package

Note: Publishing a customisation package will log all users out of MYOB Advanced. Please verify that users have completed any transaction processing before proceeding with this step.

To publish a Customisation Package, please follow the steps below:

  1. Check the checkbox on the Customisation Project:

    MYOB_Advanced_16.png
  2. Click the Publish button in the program's ring menu:

    MYOB_Advanced_17.png
  3. On the screen displayed, click button Publish:

    MYOB_Advanced_18.png
    Note: Publishing a customisation package will log all users out of MYOB Advanced. Please verify that users have completed any transaction processing before proceeding with this step.
  4. Once the Customisation Project has been published successfully, you will see the following screen:

    MYOB_Advanced_19.png

Verify Generic Inquiries

To verify that the Customisation Project has been installed correctly, we will run a number of generic inquiries which were installed by the BI4Cloud Customisation Project. To do this, follow the steps below:

  1. Log into MYOB Advanced, and on the  Left-Hand side menu, choose option More Items:

    MYOB_Advanced_6.png
  2. In the panel, choose Customisation:

    MYOB_Advanced_7.png

  3. In the panel, choose option Generic Inquiry:

    MYOB_Advanced_20.png
  4. In the Generic Inquiry program, click on the magnifying glass for the Inquiry Title and in the search box, type BI4:

    MYOB_Advanced_21.png

    MYOB_Advanced_22.png
  5. Select the generic inquiry BI4-CurrentUser, this is the generic inquiry used to validate that BI4Cloud can make a successful connection to MYOB Advanced:

    MYOB_Advanced_23.png
  6. Click on button View Inquiry button in the ring menu. This will execute the generic inquiry and will return a list of data (in this case, only 1 row only):

    MYOB_Advanced_24.png


    MYOB_Advanced_25.png

Connect MYOB Advanced company file to BI4Cloud

After Sign Up the system will display the BI Admin Console. You can also get to this Console by logging in at my.bi4cloud.com

Add_Company.png


You can connect a company file by selecting "+ Add Company".

Before you do this you should ensure you have the following:

  • A login to my.myob.com
  • Know the URL, login & password, tenant ID (if applicable) for your MYOB Advanced installation.

Note: Depending on the size of your company file the sync can take considerable time to complete.

If that's all go then press "+ Add Company" and web page showing all the available connection types will be shown. Look under "A Cloud Product?" and you will see an MYOB Advanced logo

MYOB_Advanced_1.png

Click on the MYOB logo - you will then be taken to a page to enter in your setting for your MYOB Advanced instance:

MYOB_Advanced_2.png

Enter in the following details:

  • Company Name: The name of your company as seen in BI4Cloud
  • URL to MYOB Advanced: The URL you use to connect to your MYOB Advanced instance. The URL usually as the format of  .myobadvanced.com (i.e. https://demo.myobadvanced.com)

    MYOB_Advanced_3.png
  • Tenant ID: If your instance of MYOB Advanced has multiple tenants, please enter in the tenant ID. If you are not using tenants, please leave field blank.

    MYOB_Advanced_4.png
    (In the image above, if we were connecting up this company file, the tenant ID would be Clean AU Tenant).
  • User Name: The user name used to login to your MYOB Advanced instance to sync data.
  • Password: The password for the user name above.

Upon clicking Save, BI4Cloud will try and connect to your MYOB Advanced instance, using the URL, Tenant ID, user name & password provided. If it able to connect successfully, you will get a message indicating this, and once the sync has completed successfully you will receive an email.

If BI4Cloud is unable to connect to MYOB Advanced using the details provided you will receive an error message.

MYOB_Advanced_5.png

NOTE on Customisation files 

The BI4Cloud.zip is for versions of MYOB Advanced prior to version 2019.1

The BI4Cloud2019.zip is for MYOB Advanced version 2019.1 and above.

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