How does the MYOB AccountRight Live integration match customers and products?
When syncing an order to your selected MYOB company file, the order's customer is matched to a customer in the 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 to automatically create missing customers in MYOB, in which case Fieldfolio will create the customer in the company file.
The products in an 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.