Difficulty in uploading/integrating data form a new CRM

Question

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?

mike_james · Answer

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

rayr77 · Answer

Any suggestions folks?

rayr77 · Answer

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 &amp; receipts Jnls to MYOB to see where it falls over. But somebody might have a better idea or have encountered this problem before.

mike_james · Answer

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

mikeg1 · Answer

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

Forum Discussion

Difficulty in uploading/integrating data form a new CRM

Looking for something else?

Related content

AccountRight desktop login difficulty

MYOB BAS portal claiming technical difficulties

Missing Data

Import Data

Import / Export Company data

CUSTOM REPORTING - Customer data

Importing data error 4077

DATA NOT UNIQUE ERROR