Seller Help
Create and manage catalogs and products, export orders, and manage your team.
Guides & Tutorials
- Quick start checklist
Get set up and selling with Fieldfolio in no time.
- Import customers
Bulk import your customers using a simple CSV.
- Using Zapier with your Fieldfolio account
Streamline your business with our Zapier integration.
- Import products
Bulk import your products using a simple CSV.
- Import product images
Upload product photos in bulk using your product SKUs.
- Publish your catalog
Publish changes to your catalog and products.
- Catalog cover rules
Create a great wholesale catalog cover image
- Invite Reps to your catalog
Give reps access to browse products and post orders.
- Invite Staff to your seller account
Give your employees access to your seller account.
- Export products from MYOB
Get all your important product data when exporting from MYOB AccountRight.
- Export customers from MYOB
Get all your important customer data when exporting from MYOB AccountRight.
- Create import-friendly CSV files
Follow a few simple steps to export CSV files ready for Fieldfolio.
- Create sales territories
Set up customer territories for your reps.
- Hide a product
Make products hidden or inactive in your catalog.
- Assign Reps to territories
Show customers to your Reps based on territory.
- Setup the MYOB AccountRight Live integration
Automatically sync new orders to your MYOB AccountRight Live company file.
- Setup the Xero integration
Automatically sync new orders to your Xero organisation.
Documentation
- MYOB AccountRight Live integration
Pre-requisites for the MYOB AccountRight Live integration.
- MYOB AccountRight Live integration settings
Configure the MYOB AccountRight Live integration.
- MYOB AccountRight Live integration log
View the status of orders synced to MYOB.
- Xero integration
Pre-requisites for the Xero integration.
- Xero integration settings
Configure the Xero integration.
- Seller API
Integrate with Fieldfolio.
- Xero integration log
View the status of orders synced to Xero.
Frequently Asked Questions
- Can I share logins between my reps?
- Which MYOB products does Fieldfolio integrate with?
- Can I integrate Fieldfolio with MYOB Essentials?
- How does the MYOB AccountRight Live integration match customers and products?
- Can I change the my.MYOB account used by the MYOB AccountRight Live integration?
- How is tax calculated for orders synced to MYOB AccountRight Live?
- When the MYOB AccountRight Live integration creates a customer in my company file, what attributes does it set?
- When the MYOB AccountRight Live integration creates a product in my company file, what attributes does it set?
- When the MYOB AccountRight Live integration creates an order in my company file, what attributes does it set?
- Can I disable the MYOB AccountRight Live integration?
- How does the Xero integration match customers and products?
- Can I change the Xero organisation used by the Xero integration?
- How is tax calculated for orders synced to Xero?
- When the Xero integration creates a customer what attributes are set?
- When the Xero integration creates a product what attributes are set?
- When the Xero integration creates an order what attributes are set?
- Can I disable the Xero integration?
- What is a draft order?