WeDid: Salesforce and MYOB EXO Business Integration
May 29, 2014 /
Posted in We Did
Challenges
Customer needs to manually insert Sales Orders/Invoices into MYOB EXO Business if any Closed/Won Salesforce Opportunities created. The manual task also involved manual Account and Stock checking, and create them if necessary in MYOB EXO Business.
This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the accounting staff involved.
Solution:
| Purpose | Automatically synchronize Salesforce Opportunities to MYOB EXO Business as Order/Invoices. |
| Applications | MYOB EXO Business Salesforce |
| Versions | MYOB EXPO Business Salesforce |
| Tool | Dell Boomi Atmosphere |
| Information | MYOB EXO Business Stock > Salesforce Product Salesforce Account > MYOB EXO Business Account Salesforce Opportunity > MYOB EXO Business Order/Invoice |
| Data Formats | XML |
| Volumes | ~10/day |
| Process | Any Closed/Won Salesforce Opportunities will be picked up by the integration and they will be created as Order/Invoice in MYOB EXO Business. |
| Schedule | Daily |
| Complexity | Medium |