MYOB Acumatica set up guide (API)

MYOB Acumatica set up guide (API)

Connecting to MYOB Acumatica

As of July 2024, MYOB Advanced is rebranded to MYOB Acumatica. Any reference to MYOB Acumatica or MYOB Advanced in this guide can be used interchangeably.

There are different versions of MYOB that Lightyear can connect to. Please follow the below steps to connect to both MYOB Acumatica. Some notes will be version specific, so please follow these carefully as we go.

Because these versions of MYOB and Lightyear are both cloud-based, the set-up and connectivity between the systems is seamless. But before we proceed, please ensure your connection with MYOB is set up as follows. This is a one time connection.  
Please Note: The user who establishes the connection to MYOB must be a licensed user, with Full User (Full API) or Limited API permissions. Please speak to you MYOB consultant if you require Full User (Full API) licenses. 
From the Navigation Pane, head over to Settings > Accountancy > select MYOB Acumatica > Connect. 

You will be presented with a popup, prompting you to enter your MYOB Acumatica Credentials.



Domain Name: This will be the domain you log into e.g. company-name.myobadvanced.com and can be found in the address bar of your browser while logged in MYOB Acumatica. Paste this into Lightyear.
The https:// component should not be copied across. 

Client Secret:
Log into your MYOB Acumatica instance, and in the search bar, look for 'connected applications' and open this.
Enter a Client Name, set the Flow as 'Authorization Code', then click 'ADD SHARED SECRET'.
Enter a Description, set an expiry date (the date chosen will be the date the connection needs to be re-done, so set in line with your organisations needs and policies), and copy the secret value and paste into the Client Secret field in Lightyear, before clicking OK, as this will not be retrievable later.
 
Client ID 
Click Save and you will see you Client ID populate. Copy this value and paste into the Client ID field in Lightyear.


Open the Redirect URIS tab, click the + button and enter https://app.lightyear.cloud/accounting-software as the URI, and click save.


Back in Lightyear, confirm the domain, Client ID, and Client Secret are correct before pressing Connect.

You will be redirected to MYOB Acumatica and asked to authorise the connection. Click "Yes, Allow" and you will be sent back to Lightyear, and prompted to configure your Accountancy Settings. Once done, the import routine will run.

If the import fails, doublecheck the user making the connection has Full API permissions (Under Users  -License Types)

You can configure your Accountancy Software Setting to control the below:

Use of Subaccounts: If disabled, Subaccounts will not be selectable in the Approval workflow. 
Automatically Apply Chart of Accounts/Subaccounts at a line item level: If enabled, any coding rules will apply, if disabled, Subaccounts/Chart of Accounts will be left blank for manual coding. 
Sync Posting Date: Choose to populate the Posting Date in MYOB Acumatica as either the date of export, or the Invoice Date.
Group Line Item Data: Group and Export Line Detail into the smallest possible combination of Chart of Account, Tax Code, and Subaccount. More detail on this feature can be found here 










Once the connection is established, Lightyear will import your Company file data.
Lightyear will automatically sync the following data back from MYOB Acumatica which are required to process your payables bills: 
  • MYOB Suppliers 
  • Chart of Accounts
  • Tax Rates
  • Subaccounts


The final step is to go to setup your default Tax Rates. Click here to learn how.
You MUST have a default tax code set up in order for bills to be exported to MYOB Acumatica
BANK DETAILS - As these are customisable fields in MYOB Acumatica, when importing Suppliers, the description in Payment Instructions MUST match the labels below:
  1. BSB Number (not sort code, branch code etc...)
  2. Account Number (not any sort of abbreviation such as ACC Number, Account, etc...)

Migrating Software?

Once you select MYOB Acumatica as your software, you won't be able to change it. If you are thinking about changing accountancy software, please reach out to our Support team for guidance on how to do so.





      

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