Connecting the MYOB Integration
The easiest way to get your data into Servis is by using the MYOB Integration. It will import all your Customers, Billable items (e.g. Products & Services), Tax codes and Accounts. Your billable items will be used for your Quotes & Invoices. It will also send any sent Invoices back to MYOB, and create the Customer for the Invoice if they do not exist.
- Go to Integrations (in settings) and then click “Connect” next to MYOB
- Click “Connect to MYOB”, this will open the MYOB login screen
- Someone with access to the MYOB account will need to login. We recommend an admin level user perform this action to avoid any user level restrictions causing issues for the connection. You will need to click "Allow access" to give Servis permission to connect to your account.
- Next you will need to choose the Company in MYOB to connect to. If the company you select requires Company File authentication you will be prompted to enter your username and password.
- That’s it, you should see the history and you can navigate back to other screens.
Disconnecting the MYOB Integration
You can view the connection to MYOB status in the top left hand corner of the MYOB Integration screen.
To disconnect your MYOB Integration from Servis, click the “Status” switch. You will be presented with a dialog asking you to confirm whether you would like to disconnect.
After disconnecting, the data that was synced from Xero will remain in your Servis system. You will once again be able to modify and create certain data as you wish.
On disconnect we permanently delete the information required to authenticate with your Xero account in Servis. This will not revoke access directly with MYOB though. To do this visit https://secure.myob.com/.