Test the MYOB Integration Before Going Live
IMPORTANT: Before you start using the integration to export data from your live Astute portal, please request a sandbox portal.
This is so that the exporting processes that are outlined later in this document can be tested thoroughly in an environment that won’t compromise your live data.
You will also need to make a backup of your live MYOB file to use for testing, so that your live data is not impacted. For more information on creating or managing backup files, please contact MYOB directly.
Once you have run the export in Astute and successfully logged into your My.MYOB account, you can choose to export to the restored company file in the drop down box.
Renaming the company file makes it easy to distinguish when selecting an option in the drop down box, so that you don’t accidentally post data to the company file.
The Reports > Integrations > MYOB Integration screen is where you can view and export Invoices, Payroll, Credit Notes, and Payments.
By default, the Period in the Report Summary will be set to ‘All outstanding up to today’ and each subheading will include data that is ready for export to MYOB.
To set a specified date range, click Report Settings > select Select Date Range from the Show drop down field > enter the From and To dates > Go.
If there are multiple entities in your portal, you can also manage which entity is set from Report Settings > Billing Entity before you export.
Validation of Data
Each time the MYOB Integration screen is loaded, the data that is ready for export will be validated by the system. Any errors that are flagged will be listed underneath the Report Summary and will need to be resolved before you can proceed with an export.
If an export is attempted and failed by MYOB, an error banner will display at the top of the screen. Please note that only the first error will be captured here.
Some common validation errors include:
- a GL code missing in Astute.
- a GL code set in Astute which does not have a matching GL code in MYOB.
- an incorrect tax code for a GL account in MYOB (ie the tax code in MYOB does not match what is set in Astute).
For Payroll, the system will also confirm that the journal entry balances to $0.00 (ie the total debit amount matches the total credit amount).
You will be able to view export attempts in the API Log.