Integrate MYOB Essentials
Integrate Salesforce

Integrate MYOB Essentials with Salesforce

Get your MYOB Essentials account connected with Salesforce and save valuable time by automating your workflow.

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Integrate MYOB Essentials

What is MYOB Essentials?

MYOB Essentials is the fast and easy way to manage your cash flow and ATO compliance requirements. Includes time saving features to help take care of the day-to-day bookwork.

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Integrate Salesforce

What is Salesforce?

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

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What does it do?

When a contact is created or updated in MYOB Essentials, I want:

To create or update the contact in Salesforce

When a sales invoice is created in MYOB Essentials, I want:

To create the Opportunity in Salesforce

Additionally:


  • The Account will be created

  • The associated products will be created


For all products created or updated in MYOB Essentials, I want:

To create the products in Salesforce

For all products created or updated in Salesforce, I want:

To create the products in MYOB Essentials

When an opportunity is closed as 'won' in Salesforce, I want:

To add or update a Sales Invoice in MYOB Essentials

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When an order is closed in Salesforce, I want:

To add or update a Sales Invoice in MYOB Essentials

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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