Seamless Integration

Salesforce to MYOB Integration

A New Zealand-based business specializes in creating smarter, healthier, and more energy-efficient interior environments. The company offers innovative product solutions and services tailored for the construction sector, serving both local and international markets. Its key offerings include a leading insulation brand that enhances modern living and a smart energy solutions platform designed to help homeowners optimize energy usage. To streamline operations and integrate customer and accounting data, the company implemented an accounting and inventory management system for efficient operations.
Case Study

Challenges

Before implementing MYOB, customer, product, and work order data were managed entirely within Salesforce. However, as operations expanded, the need for a robust financial and inventory management system became apparent. MYOB was selected to handle accounting and inventory functions, with a requirement for seamless integration with Salesforce to automate data synchronization between the two platforms. The integration aimed to achieve the following objectives:

  • Customer Data: Automatically sync accounts from Salesforce as customers in MYOB.
  • Product Data: Ensure that products created in Salesforce are reflected as stock items in MYOB.
  • Work Orders: Sync work orders from Salesforce to MYOB as sales orders.

The goal was to minimize manual data entry, enhance data accuracy, and streamline processes while maintaining real-time information across both systems.

Case Study

Solution

An integration solution was implemented using Salesforce and the MYOB API via Apex triggers and classes. This integration streamlines the synchronization of customer, product, and work order data between the two systems, automating the flow and ensuring alignment across both platforms.

  • When a customer account is created or updated in Salesforce, the data is sent to MYOB to create or update the corresponding record.
  • Updates to MYOB are triggered only when specific fields (e.g., account name, contact details) are modified, reducing unnecessary updates.

  • Products created or updated in Salesforce are synchronized with MYOB as stock items.
  • Updates to MYOB occur only when key product fields (e.g., product name, price) are changed.

  • Work orders and their associated line items in Salesforce are synchronized as sales orders in MYOB.
  • Updates to MYOB are triggered only when specific fields in work orders or line items are modified.

Total Group

Results

The integration between Salesforce and MYOB delivered several key benefits

  • Automating data synchronization eliminated the need for manual data entry, significantly reducing time spent on administrative tasks.
  • Streamlined operations minimized errors and lowered costs associated with data correction and administrative overhead.

  • Real-time updates ensured data consistency across systems, reducing discrepancies and errors.
  • The accurate data flow supported critical functions like financial reporting and improved customer service.

  • Real-time data access empowered management with timely insights for faster, more informed decisions.
  • The scalable and flexible integration was designed to accommodate future business needs and process changes without disruption.


Integrating Salesforce and MYOB using Apex and the MYOB API has streamlined processes, improved data accuracy, and reduced manual effort. This automation ensures seamless synchronization and scalability, driving efficiency and supporting future growth.