The MYOB AccountRight Live integration enables new orders posted to your Fieldfolio seller account to be automatically synced to your selected MYOB AccountRight Live company file. 

Syncing data from one application to another is complicated — we've put together this list of pre-requisites to help ensure syncing orders from your Fieldfolio account to MYOB goes smoothly. 

## Setting up the integration

### Your Fieldfolio plan

Firstly, your Fieldfolio account must have an active subscription and must be on a plan that includes access to our accounting integrations (currently the Business and Enterprise plans). 

To check the status of your subscription or upgrade your plan, visit [Subscription & Billing](https://app.{{BASE_PATH}}/account/subscription/edit).

### Your MYOB account

Fieldfolio's access to the company file you want to sync orders to is via your MYOB account. You'll be prompted to sign into your MYOB account using your [my.MYOB login details](http://help.myob.com/wiki/display/ar/About+my.MYOB "About my.MYOB - MYOB Wiki") when setting up the integration so you should ensure you have an account setup before starting this process.

### Your MYOB company file

Once you've signed into your MYOB account, Fieldfolio will retrieve a list of the  company files that you have access to. There are two important points to note here:

- Only online company files will be listed and available for syncing to. If you don't see a company file that you expect to be listed on this page, it's likely that this file hasn't been put online. The [MYOB AccountRight help documentation](http://help.myob.com/wiki/display/ar/Put+your+company+file+online) provides further information regarding putting a company file online.
- While you might have a separate user name and password for signing into your selected company file, Fieldfolio can only use your my.MYOB login details to access it so you'll need to ensure that your user account for the company file is configured to access the company file using your my.MYOB credentials. See the [MYOB AccountRight help documentation](http://help.myob.com/wiki/display/ar/Add+a+user#expand-Toaddanewuser) for further details. 

### Your permissions for the selected MYOB company file

In order to successfully sync orders to a MYOB company file (including creating any missing customers or products), Fieldfolio requires your company file user account to have the following minimum permissions for the file you choose to sync to:

- Accounts > Accounts: Read Only
- Cards > Customer Cards: Read & Write
- Inventory > Items: Read & Write
- Lists > Tax Codes: Read Only
- Sales > Sales: Read & Write

When selecting a company file and clicking __Confirm__ as part of the integration setup process, this step will only be successful if your user account has the necessary permissions for the company file you've selected. If not, you'll need to either select a different company file to sync to or ask an owner or administrator of the company file to change your access level so that you have the required permissions. See the [MYOB AccountRight help documentation](http://help.myob.com/wiki/display/ar/Set+a+user%27s+online+access+level) for more information.

### The local currency of the selected MYOB company file

Fieldfolio can only sync orders to MYOB when the currency of the order matches the local currency of your company file. This is because MYOB only permits creating foreign currency orders within the AccountRight software itself. 

Accordingly, you'll only be able to successfully setup the MYOB AccountRight Live integration if the currency of your Fieldfolio catalog matches the local currency of your selected MYOB company file.

## Syncing orders to MYOB

### Matching the order's customer to the corresponding customer in MYOB

The customer of a Fieldfolio order is matched to a customer in your selected MYOB company file in two ways:

- First, by looking for a customer where the MYOB __DisplayID__ matches the Fieldfolio __Reference__
- If this fails, looking for a customer where the MYOB __CompanyName__ matches the Fieldfolio __Name__

If Fieldfolio isn't able to find a match using either of these criteria syncing the order will fail, unless you've [configured the integration](2aGcqNs4JouDBrKWKMfihz) to automatically create missing customers in MYOB, in which case Fieldfolio will create the customer in the company file. 

### Matching the order's products to the corresponding inventory items in MYOB

The products in a Fieldfolio order are matched to the corresponding inventory items in your selected MYOB company file by looking for an item with a __Number__ that matches the Fieldfolio product's __SKU__. 

If this matching process fails for any of the products in the order then syncing the order to MYOB will fail, so it's recommended that you ensure these identifiers match for all Fieldfolio products and MYOB inventory items before setting up the integration. 

### Required attributes of MYOB inventory items

The process of creating an order in a MYOB company file requires that for each inventory item in the order, the following attributes are present:

- 'I Sell This Item' is checked
- The item's 'Income Account For Tracking Sales' is set to an appropriate account of the type 'Income'
- The item's 'Tax Code When Sold' is set

For existing inventory items, if any of these attributes are not set correctly syncing the order will raise an error which can only be resolved by manually updating the inventory item in MYOB so that the above requirements are met. 

When Fieldfolio creates an inventory item in your MYOB company file (when the 'Auto Sync' option is selected for [resolving a sync failure](8HRk7jUzgsPiD71fxR73P)) these required attributes will be set as required automatically. 

### Calculating tax

When an order is synced to MYOB, MYOB calculates the total tax figure applied to an order based on the 'Tax Code When Sold' specified for each of the inventory items in the order, and the 'Freight Tax Code' specified by Fieldfolio when creating the order (per the default freight tax code set in the [integration's configuration](2aGcqNs4JouDBrKWKMfihz)).

While Fieldfolio permits setting the tax rate for a catalog (which applies by default to all products in the catalog), it's important to note that there is no synchronisation of this value between Fieldfolio and MYOB. For tax to be calculated correctly for orders synced to MYOB, you must ensure that the catalog's tax rate matches that set for the inventory items it consists of in MYOB, and that of the default tax code set in the [integration's configuration](2aGcqNs4JouDBrKWKMfihz).

Pre-requisites for the MYOB AccountRight Live integration.

MYOB AccountRight Live integration

The [MYOB AccountRight Live Settings](https://app.{{BASE_PATH}}/account/integrations/myob) page allows you to view the current configuration of the MYOB AccountRight Live integration and change any of these values as necessary by clicking __Change__ for the relevant setting.

## Company file

This is the MYOB AccountRight Live company file to which Fieldfolio will sync orders.

## Default income account

Creating a new inventory item in MYOB requires that an account be specified as the 'Income Account For Tracking Sales' for the item. The account you select here will be used by Fieldfolio to create new inventory items in your selected MYOB company file. 

## Tax code settings

Creating a new order, customer, or inventory item in your selected MYOB company file requires that the applicable tax code and/or freight tax code be specified. 

### Default tax code

When creating a new customer in MYOB, the tax code specified here will be used to populate the 'Tax Code' attribute. 

When creating a new inventory item in MYOB, the tax code specified here will be used to populate the 'Tax Code When Sold' attribute. 

### Default freight tax code

When creating a new order in MYOB, the tax code specified here will be used to populate the 'Freight Tax Code' attribute. 

When creating a new customer in MYOB, the tax code specified here will be used to populate the 'Freight Tax Code' attribute. 

### Default non-taxable tax code

The tax code specified here will be used when creating non-taxable inventory items in MYOB, that is, those for which the __Apply Tax to this Product__ checkbox for the product in Fieldfolio is unchecked.

## Automatically create missing customers in MYOB

By default, if the customer associated with an order can't be found in your selected MYOB company file then syncing the order to MYOB will fail. 

This setting enables you to select whether Fieldfolio should automatically create any customers that can't be found in your selected company file, thereby increasing the likelihood that syncing orders for new customers will be successful.

## Retrieve Stock on Hand from MYOB

This setting enables you to select whether, when syncing an order to MYOB, Fieldfolio should retrieve from MYOB the Stock on Hand values (MYOB's __Quantity Available__) for any inventory items in the order and update Fieldfolio's own figures accordingly.

## Disable the integration

Should you wish to pause the syncing of new orders to MYOB, this can be achieved by clicking __Disable the integration__. All of the existing settings and sync log entries will be retained but you'll need to re-enable the integration (and complete the integration setup process again) before any new orders will be synced to MYOB. 

Please note that if the integration is disabled and later re-enabled, it will not be possible to sync to MYOB any orders that were created while the integration was disabled.

## Disconnect the integration from your MYOB account and company file

Clicking __disconnect it completely__ will remove the link between your Fieldfolio account and your my.MYOB account and will destroy all settings and sync log entries for the integration. Accordingly, please use this option with caution. 

Configure the MYOB AccountRight Live integration.

MYOB AccountRight Live integration settings

The [MYOB AccountRight Live Log](https://app.{{BASE_PATH}}/account/integrations/myob/log) page allows you to view the status of syncing individual orders to your selected MYOB company file, and take action to resolve any errors that may occur when syncing an order. 

## Sync status

Orders displayed in the log can have one of the following sync statuses:

- Pending
- Succeeded
- Failed

## Syncing an order to MYOB

In the process of syncing a newly-created order to MYOB, Fieldfolio undertakes a number of steps:

### Finding or creating the order's customer in MYOB

First, the selected MYOB company file is queried for the order's customer using the following criteria:

- First, by looking for a customer where the MYOB __DisplayID__ matches the Fieldfolio __Reference__
- If this fails, looking for a customer where the MYOB __CompanyName__ matches the Fieldfolio __Name__

If the customer is found in the company file, syncing the customer is successful.

If the customer is not found in the company file and the 'Automatically create missing customers in MYOB' integration configuration option is enabled, the customer will be automatically created in the company file using the data for the customer in Fieldfolio.

The next step is then to sync the order's products. 

### Finding the order's products in MYOB

For each product in the order, the selected MYOB company file is queried for an inventory item with a __Number__ that matches the Fieldfolio product's __SKU__. 

If a corresponding inventory item is found in the company file, syncing the product is successful.

### Creating the order in MYOB

The final step of the sync process is to create the order in MYOB.

If the order's customer was successfully found or created in the MYOB company file, and all products were found in the company file, the order is then created in MYOB and the status of syncing the order is marked as 'Succeeded'.

If the customer could not be found or created in the company file or any of the products could not be found, syncing the order will fail and its status will be marked as 'Failed'. Manual intervention will then be necessary to resolve this failure — this process is detailed below. 

## Resolving sync failures

When syncing an order to MYOB fails, the log will display information detailing why the sync failed (for example, because the customer and/or products couldn't be found in the selected company file). 

Clicking __Resolve__ for the order will display three options for resolving the sync failure:

- Auto Sync
- Retry
- Dismiss

### Auto Sync

Clicking __Auto Sync__ will result in Fieldfolio creating any missing customer and/or product(s) in MYOB and attempting to create the order in MYOB again.

### Retry

The __Retry__ option retries the sync but without creating any missing customer and/or product(s) in MYOB. This is the option to choose if you've confirmed that these records exists in your selected company file and that their identifiers match those for the records in Fieldfolio. 

### Dismiss

If you don't want to create or change any customer or product data in your MYOB company file so that the order can be created, you can __Dismiss__ the sync failure to remove the error message displayed in the log. 

View the status of orders synced to MYOB.

MYOB AccountRight Live integration log

The Xero integration enables new orders posted to your Fieldfolio seller account to be automatically synced to your Xero organisation as invoices. 

Syncing data from one application to another is complicated — we've put together this list of pre-requisites to help ensure syncing orders from your Fieldfolio account to Xero goes smoothly. 

## Setting up the integration

### Your Fieldfolio plan

Firstly, your Fieldfolio account must have an active subscription and must be on a plan that includes access to our accounting integrations (currently the Business and Enterprise plans). 

To check the status of your subscription or upgrade your plan, visit [Subscription & Billing](https://app.{{BASE_PATH}}/account/subscription/edit).

### Your Xero organisation

When setting up the integration you'll be prompted to sign into Xero and then select the organisation you'd like to give Fieldfolio access to (this is the organisation orders will be synced to) so you should ensure you have a Xero organisation setup before starting this process.

### Currencies supported by your Xero organisation

Fieldfolio can create foreign currency invoices in Xero, but can only do so if the foreign currency is supported by your Xero organisation.

Accordingly, you'll only be able to successfully setup the Xero integration if the currency of your Fieldfolio catalog is supported by your Xero organisation.

## Syncing orders to Xero

### Matching the order's customer to the corresponding customer in Xero

When syncing an order to Xero, the order's customer is matched to a customer in your Xero organisation in two ways:

* First, by looking for a customer where the Xero __AccountNumber__ matches the Fieldfolio __Reference__
* If this fails, looking for a customer where the Xero __Name__ matches the Fieldfolio __Name__

If Fieldfolio isn't able to find a match using either of these criteria syncing the order will fail, unless you've [configured the integration](3dDEYQPmnyOlh1zq1ayI1p) to automatically create missing customers in Xero, in which case Fieldfolio will create the customer in your Xero organisation. 

### Matching the order's products to the corresponding  items in Xero

The products in an order are matched to the corresponding items in your Xero organisation by looking for an item with a __Code__ that matches the Fieldfolio product's __SKU__.

If this matching process fails for any of the products in the order then syncing the order to Xero will fail, so it's recommended that you ensure these identifiers match for all Fieldfolio products and Xero items before setting up the integration.

### Calculating tax

When an order is synced to Xero, Xero calculates the total tax figure applied to an order based on the 'Tax Rate' specified for each of the items in the order.

While Fieldfolio permits setting the tax rate for a catalog (which applies by default to all products in the catalog), it's important to note that there is no synchronisation of this value between Fieldfolio and Xero. For tax to be calculated correctly for orders synced to Xero, you must ensure that the catalog's tax rate matches that set for the items it consists of in Xero, and that of the default tax rates (for both taxable and non-taxable items) set in the [integration's configuration](3dDEYQPmnyOlh1zq1ayI1p).

Xero integration

The [Xero Settings](https://app.{{BASE_PATH}}/account/integrations/xero) page allows you to view the current configuration of the Xero integration and change any of these values as necessary by clicking __Change__ for the relevant setting.

## Default sales account

Creating a new item in Xero requires that an account be specified as the 'Sales Account' for the item. The account you select here will be used by Fieldfolio to create new items in your Xero organisation. 

## Tax rate settings

Creating a new item in your Xero organisation requires that the applicable tax rate be specified. 

### Default tax rate

The tax rate specified here will be used when creating a new item in your Xero organisation to which tax is applied.

### Default non-taxable tax rate

The tax rate specified here will be used when creating a new item in your Xero organisation to which tax is not applied, that is, those for which the __Apply Tax to this Product__ checkbox for the product in Fieldfolio is unchecked.

## Automatically create missing customers in Xero

By default, if the customer associated with an order can't be found in your Xero organisation then syncing the order to Xero will fail. 

This setting enables you to select whether Fieldfolio should automatically create any customers that can't be found in your Xero organisation, thereby increasing the likelihood that syncing orders for new customers will be successful.

## Retrieve Stock on Hand from Xero

This setting enables you to select whether, when syncing an order to Xero, Fieldfolio should retrieve from Xero the Stock on Hand values for any items in the order and update Fieldfolio's own figures accordingly.

*Note: Fieldfolio creates __Draft__ invoices in Xero, and Xero doesn't treat stock as committed/unavailable until an invoice has been __Authorised__.* 

*This means that when syncing an order to Xero, you won't see a change to the Stock on Hand figures for the products in the order right away — this change will only be reflected once the invoice has been __Authorised__ and another order containing these products has been synced to Xero.*

## Disable the integration

Should you wish to pause the syncing of new orders to Xero, this can be achieved by clicking __Disable the integration__. All of the existing settings and sync log entries will be retained but you'll need to re-enable the integration (and complete the integration setup process again) before any new orders will be synced to Xero. 

Please note that if the integration is disabled and later re-enabled, it will not be possible to sync to Xero any orders that were created while the integration was disabled.

## Disconnect the integration from your Xero organisation

Clicking __disconnect it completely__ will remove the link between your Fieldfolio account and your Xero organisation and will destroy all settings and sync log entries for the integration. Accordingly, please use this option with caution. 

Xero integration settings

Seller API

The [Xero Log](https://app.{{BASE_PATH}}/account/integrations/xero/log) page allows you to view the status of syncing individual orders to your Xero organisation, and take action to resolve any errors that may occur when syncing an order. 

## Sync status

Orders displayed in the log can have one of the following sync statuses:

- Pending
- Succeeded
- Failed

## Syncing an order to Xero

In the process of syncing a newly-created order to Xero, Fieldfolio undertakes a number of steps:

### Finding or creating the order's customer in Xero

First, your Xero organisation is queried for the order's customer using the following criteria:

- First, by looking for a contact where the Xero __AccountNumber__ matches the Fieldfolio __Reference__
- If this fails, looking for a contact where the Xero __Name__ matches the Fieldfolio __Name__

If the customer is found in the Xero organisation, syncing the customer is successful.

If the customer is not found in the Xero organisation and the 'Automatically create missing customers in Xero' integration configuration option is enabled, the customer will be automatically created in the Xero organisation using the data for the customer in Fieldfolio.

The next step is then to sync the order's products. 

### Finding the order's products in Xero

For each product in the order, the selected Xero organisation is queried for an item with a __Code__ that matches the Fieldfolio product's __SKU__. 

If a corresponding item is found in the Xero organisation, syncing the product is successful.

### Creating the order in Xero

The final step of the sync process is to create the order (as an 'Invoice') in the Xero organisation.

If the order's customer was successfully found or created in the Xero organisation, and all products were found in the Xero organisation, the order is then created in Xero and the status of syncing the order is marked as 'Succeeded'.

If the customer could not be found or created in the Xero organisation or any of the products could not be found, syncing the order will fail and its status will be marked as 'Failed'. Manual intervention will then be necessary to resolve this failure — this process is detailed below. 

## Resolving sync failures

When syncing an order to Xero fails, the log will display information detailing why the sync failed (for example, because the customer and/or products couldn't be found in the Xero organisation). 

Clicking __Resolve__ for the order will display three options for resolving the sync failure:

- Auto Sync
- Retry
- Dismiss

### Auto Sync

Clicking __Auto Sync__ will result in Fieldfolio creating any missing customer and/or product(s) in Xero and attempting to create the order in Xero again.

### Retry

The __Retry__ option retries the sync but without creating any missing customer and/or product(s) in Xero. This is the option to choose if you've confirmed that these records exists in your Xero organisation and that their identifiers match those for the records in Fieldfolio. 

### Dismiss

If you don't want to create or change any customer or product data in your Xero organisation so that the order can be created, you can __Dismiss__ the sync failure to remove the error message displayed in the log. 

View the status of orders synced to Xero.

Fieldfolio Help

Seller Documentation

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