MYOB AccountRight Live integration log
View the status of orders synced to MYOB.
The MYOB AccountRight Live 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.
Orders displayed in the log can have one of the following sync statuses:
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
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.
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.
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.