Forum Discussion

RayR77's avatar
RayR77
Contributing User
3 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 th...
Mike_James's avatar
Mike_James
Ultimate Cover User
3 days ago

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

  • RayR77's avatar
    RayR77
    Contributing User
    3 days ago

    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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