Streamlined Systems

Integration of Salesforce with MYOB EXO

The company is a leading provider of hydraulic hose repair and maintenance services across New Zealand, Australia, Papua New Guinea, and the Pacific Islands. It operates with a customer-centric approach, focusing on four key areas: offering mobile hydraulic hose repair and maintenance facilities, providing high-quality hydraulic hoses and fittings, delivering comprehensive training and support for customer teams, and maintaining a digital portal that simplifies ordering hydraulic supplies, accessories, and managing inventory. Through these innovative solutions, the company ensures exceptional efficiency and convenience in hydraulic services.
Case Study

Challenges

A seamless integration between a web portal/mobile app, Salesforce, and MYOB EXO was required to enhance operational efficiency and ensure data consistency across platforms. The integration aimed to:

  • Synchronize customer and inventory data between Salesforce and MYOB EXO.
  • Automate order management processes to reduce manual data entry.
  • Provide real-time updates on inventory and order status for customers and internal teams.
  • Eliminate discrepancies caused by data silos and manual handling.

Key challenges included:

  • Managing real-time data synchronization across disparate systems.
  • Designing a scalable and secure middleware solution to support the integration.
Case Study

Solution

To address integration requirements, a custom middleware was developed using NodeJS to enable efficient synchronization of data between Salesforce and MYOB EXO.

  • The middleware serves as a bridge between Salesforce and MYOB EXO, facilitating near real-time data processing and synchronization.
  • It handles various tasks, including data transformation, validation, and logging.

Designed for near real-time synchronization, the middleware processes data triggers from both systems instantly. Built to scale with growing demands, it ensures secure communication using SSL encryption and OAuth authentication.

Comprehensive error-handling mechanisms maintain data integrity, while detailed logging provides visibility into operations, enabling efficient monitoring and troubleshooting.

Total Group

Results

The integration of Salesforce and MYOB EXO has delivered significant benefits to the organization.

Automation of data synchronization and order processing eliminated manual data entry, reducing errors, saving time, and minimizing administrative tasks, leading to increased operational efficiency and cost savings.

Real-time updates across Salesforce, MYOB EXO, and the organization’s web portal/mobile app ensured accurate, consistent data. This enhanced decision-making, both internally and externally, improving customer satisfaction and engagement through timely access to order and inventory information.

The scalable middleware architecture supports future growth, allowing for easy integration of new features and systems, while enhancing the security and reliability of data exchanges.

The integration resulted in an 80% reduction in manual data entry, improved decision-making through real-time updates on order and inventory status, and enhanced scalability and security of data exchange processes, enabling future growth and operational improvements.