Forum Discussion

Contributing User

2 months ago

Difficulty in uploading/integrating data form a new CRM

Hi all, can anybody assist here. We are have a new CRM system developed called UPBEAT and will go live within within the next 2 months. During testing, the daily report upload of transactions from the new CRM members fees, GST (If applicable) and debtors values are not being received correctly in MYOB (AccountRight Plus, latest version). We require a daily integration of totals with supportive report showing details. The info required for the BAS report is not coming thru. Any membership companies incurred the same problem?

6 Replies

Mike_James
Ultimate Cover User
2 months ago
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Hi RayR77 , have you discussed these issues with the vendor?
- RayR77
  Contributing User
  2 months ago
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  Hi Mike, Yes, they really don't know MYOB well at all. There focus is on Upbeat. I want to see their coding to follow/track the movement of the sales & receipts Jnls to MYOB to see where it falls over. But somebody might have a better idea or have encountered this problem before.
RayR77
Contributing User
2 months ago
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Any suggestions folks?
Mike_James
Ultimate Cover User
2 months ago
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RayR77 , might you be the first AccountRight integration that they have done??
Mike_MYOB
Community Manager
2 months ago
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Hi RayR77 - if you need more support, you can also reach out to ecosystem@myob.com and they will be able to help you becoming an App Partner in our Marketplace and provide you some more support. Cheers, Mike
- RayR77
  Contributing User
  2 months ago
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  Thankyou Mike, we might just do that.

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Difficulty in uploading/integrating data form a new CRM","moderationData":{"__ref":"ModerationData:moderation_data:888984"},"body":"

Hi RayR77 , have you discussed these issues with the vendor?

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Hi , have you discussed these issues with the vendor?

Hi Mike, Yes, they really don't know MYOB well at all. There focus is on Upbeat. I want to see their coding to follow/track the movement of the sales & receipts Jnls to MYOB to see where it falls over. But somebody might have a better idea or have encountered this problem before.

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Any suggestions folks?

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Any suggestions folks?

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RayR77 , might you be the first AccountRight integration that they have done??

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"80","kudosSumWeight":0,"repliesCount":0,"postTime":"2025-02-18T12:48:22.592+11:00","lastPublishTime":"2025-02-18T12:48:22.592+11:00","metrics":{"__typename":"MessageMetrics","views":20},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:ARimportexport/message:888972/message:889004","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"272","rawBody":"

, might you be the first AccountRight integration that they have done??

Hi RayR77 - if you need more support, you can also reach out to ecosystem@myob.com and they will be able to help you becoming an App Partner in our Marketplace and provide you some more support. Cheers, Mike

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Hi - if you need more support, you can also reach out to ecosystem@myob.com and they will be able to help you becoming an App Partner in our Marketplace and provide you some more support. Cheers, Mike

Thankyou Mike, we might just do that.

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Thankyou Mike, we might just do that.

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