WeDid: Salesforce and MYOB Integration
May 29, 2014 /
Posted in We Did
Challenges
When Opportunities were won in Salesforce there was a manual entry of the Customer details into the MYOB accounting system and a manual update of the Salesforce Opportunity with the Invoice details from MYOB.
This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the accounting staff involved.
Solution:
| Purpose | Eliminate manual data entry of MYOB orders from Salesforce Opportunities. Automatically update Salesforce Opportunities with MYOB Invoice numbers. |
| Applications | MYOB Accounting Premier Salesforce.com CRM |
| Versions | MYOB v12.5 Salesforce |
| Tool | Salesforce-MYOB ReadyMade <Demo> |
| Information | Salesforce Account > MYOB Card MYOB Item > Salesforce Product Salesforce Opportunity > MYOB Order/Invoice MYOB Order/Invoice Number > Salesforce Opportunity (Order/Invoice Number) |
| Data Formats | No intermediate data format, Salesforce XML to MYOB database. |
| Volumes | < 10/day |
| Process | When Opportunities are closed within Salesforce, a MYOB order is created. Update the Salesforce Opportunity with the Invoice number from MYOB. |
| Schedule | Hourly |
| Complexity | Simple |