Forum Discussion

RayR77's avatar
RayR77
Contributing User
28 days 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?

    • RayR77's avatar
      RayR77
      Contributing User

      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.

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager

    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's avatar
      RayR77
      Contributing User

      Thankyou Mike, we might just do that.