Please note that SELMA developers must implement certain steps before client can proceed – please chat with your SELMA Support team to ensure this step has been completed.
- Go to your SELMA instance: Settings ->Integrations
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- Click on MYOB
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- Request MYOB Access Token –
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- The token should be returned and will automatically populate the field on the form –
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- Click on ‘Go to Next Step’ to set-up client token and session token
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- These fields are also auto populated, so just ‘Save’
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- Then, click on ‘Save Company File’ – this indicates where the invoice will be sent
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- Select as many MYOB Ledger Accounts as required and click on ‘Save Ledger Accounts’
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- Select Tax codes – this includes GST/VAT if applicable -and click on ‘Save Tax Codes’
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- The final step involves selecting your invoice template (only one is permitted) – and then click on ‘Save Invoice Template’
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The set-up should now be complete.
What to remember when utilizing MYOB from SELMA:
- This is not a two-way integration – i.e. there is no data being exchanged between SELMA and MYOB. SELMA is simply pushing invoices created in your production instance, to MYOB.
- If invoices are updated in SELMA, and they have already been posted to MYOB, it will be up to the customer to manually delete the old invoice in MYOB and re-upload the latest version.