MYOB - Exsited Integration Step-by-Step Guide

Overview

This guide outlines how to integrate MYOB with Exsited. The integration enables real-time data exchange across inventory, customer and supplier records, invoicing, payments, and reporting. It is designed for administrators, finance managers, ERP consultants, and integration engineers, covering both setup and ongoing maintenance to ensure accurate and compliant data flow.

Benefits

Automated data flow across finance and operations
Fewer manual entry and reconciliation errors
Streamlined accounting, inventory, and purchasing
Improved tax and compliance accuracy
Real-time financial and operational visibility
Faster close with fewer data errors

Best Practice
Monitor sync logs, update mappings, and use automation. Refer to MYOB’s API documentation or your integration support team for technical help.

Prerequisites

Ensure the following are prepared before starting:

Active MYOB Account (Business or AccountRight Live)
Admin access to Exsited
API Key or login access for both platforms
MYOB authentication code (required for live access)

Set Up Your MYOB Organisation

Select MYOB from the available platforms
Log in to your MYOB account using your credentials
Approve OAuth Authentication – you may receive a verification code via email
Choose the correct MYOB business file (if multiple businesses are listed)
Click Authorise Access

In MYOB, each business is managed as a separate company file, providing a dedicated environment for handling that organisation’s financial data, inventory, payroll, and tax compliance. Unlike platforms with multi-organisation dashboards, MYOB maintains a clear separation between business entities, ensuring focused control and minimising the risk of data overlap. Users can access and switch between multiple MYOB business files using their login credentials, but each file operates independently to maintain the integrity and accuracy of financial records.

The initial setup for adding a business in MYOB includes the business name, industry, country, and GST registration. Accurate setup here ensures correct tax handling, regional settings, and compliance from the start.

Accurate setup ensures compliance and enables correct financial mapping during integration.

Add Inventory Items in MYOB

Navigation Path: MYOB > Products & services > Create Item

For each item:

Provide Item Number and Name
Enter Unit Price and Item Description
Enable "I track stock for this item" for inventory control
Assign:
- Inventory Asset Account
- Income Account (Sales Revenue)
- Cost of Sales Account

In this screen, users can create or edit an inventory item by assigning the correct Inventory Asset Account, Cost of Goods Sold Account, and Sales Account. Defining these accounts ensures accurate inventory tracking and proper financial reporting in the system.

Inventory adjustments in MYOB enable users to modify item quantities, unit costs, or total value to reflect real-world stock levels accurately. These adjustments are processed through the Product and Services> Adjust Inventory functions, which automatically update linked accounts such as Inventory, Cost of Sales (COGS), and Inventory Variance. Each adjustment is recorded with supporting details and transaction references, ensuring auditability and alignment with financial reporting standards.

Connect MYOB to Exsited

Navigation Path: Exsited > Integrations > Add Integration

Select MYOB from the available integration options
Click "Connect"
Choose your business organisation
Allow data access when prompted

The authorisation step is where Exsited requests access to a MYOB business file. Users must log in to their MYOB account and select the appropriate business file to grant secure permission. This step ensures that Exsited can establish a trusted connection with the selected MYOB organisation, enabling accurate and controlled data integration between the two platforms.

Exsited will now fetch your MYOB account, tax, and currency data.

Confirms the successful connection between MYOB and Exsited. It also displays the import status of currencies, account codes, and tax settings retrieved from MYOB, allowing users to verify the setup and manage the integration process with accuracy and confidence.

Configuration

Account Configuration

Navigation Path: Settings → Integration → MYOB → Configuration → Account
Default Receivables Account: Set the MYOB account for customer receivables (e.g., 1-1200 Trade Debtors).
Default Payables Account: Set the MYOB account for supplier payables (e.g., 2-2000 Trade Creditors).

Item Configuration

Navigation Path: Settings → Integration → MYOB → Configuration → Item

Toggle: Export Products from Exsited to MYOB AccountRight Live

Default Sales Revenue Account:
➤ 4-1000 – Sales Income #1 – Income
This account will be used for revenue when an item is sold.

Default Cost of Goods Sold (COGS) Account:
➤ 5-1000 – Cost Of Sales – CostOfSales
Used to record the cost associated with sold items.

Default Inventory Account:
➤ 1-7894 – Test Accounting Code – OtherAsset
This is where your stock value is recorded in MYOB.

Default Tax Code:
➤ 100 – 33.000000%
Applied to taxable items during export.

Transaction Configuration

Typically used to manage how transactions like sales, purchase invoices, and payments are synced.

Navigation Path: Settings → Integration → MYOB → Configuration → Transaction

Sales Invoice Format: Choose how Exsited invoices are exported into MYOB (e.g., as service or item-based invoices).
Invoice Prefixing Rules: Configure invoice number patterns (e.g., INV-0001).
Auto Sync Options: Enable/disable automatic sync of new invoices.
Payment Method Mapping: Link Exsited payment methods (Credit Card, Cash, EFT) to MYOB equivalents.

Purchase Configuration

Controls the synchronisation of Purchase Orders and Supplier Bills.

Navigation Path: Settings → Integration → MYOB → Configuration → Purchase

Default Expense Account: Assign an account like General Purchases.
Default Tax Code for Purchases: Should match your purchase GST handling (e.g., 100 or N-T).

Location Configuration

Used to manage multi-location inventory mapping between Exsited and MYOB.

Navigation Path: Settings → Integration → MYOB → Configuration → Location

Location Mapping Table:
- Map each Exsited Warehouse or Branch to a MYOB Location ID.
Example:
➤ Melbourne Warehouse → MYOB Location A
➤ Sydney Branch → MYOB Location B

Enable Currency Configuration

Navigation Path: Exsited > Settings → Integration → MYOB > Currency Settings

Enable all currencies used in MYOB
Map default currency (e.g., AUD) for transaction-level matching

During the MYOB integration setup in Exsited, users must enable the appropriate currency (e.g., AUD) to support financial transactions. Enabling currency ensures consistent handling of monetary values between both systems.

Tax & Account Code Mapping

Navigation Path:

Exsited > Settings > Tax Configuration
Exsited > Settings > Accounting Code

The Tax configuration tab in the Exsited–MYOB integration allows users to synchronise tax codes directly from MYOB to ensure consistency in financial records. In the displayed setup, 32 tax codes were successfully synchronised from MYOB, with their corresponding code, description, type (e.g., GST_VAT, LuxuryCarTax), and rate clearly visible. This synchronisation ensures that all taxable transactions processed through Exsited are accurately reported according to MYOB’s predefined rates and tax structures, minimising the risk of reporting errors.

The Accounting Code configuration tab imports and aligns 226 account codes from MYOB into Exsited, enabling proper categorisation of financial transactions. Each synchronised code includes the account number, name, associated tax code, and account type (e.g., OtherAsset, AccountReceivable, FixedAsset). This structured mapping supports accurate financial reporting, automated journal entries, and seamless syncing of income, expense, and inventory-related entries between the two platforms.

Item Synchronisation

Import Items from MYOB to Exsited

Navigation Path: `Exsited > More > MYOB > Import Items`

Choose your MYOB Organisation
Select Status: New, Updated, Synchronised, or All options
Click Synchronise
Go to Item List in Exsited to confirm successful import

At the start of the integration process, users must select a connected MYOB organisation within Exsited to initiate import and export operations. This step ensures that the correct data environment is linked before proceeding with sync actions.

This screen allows users to choose between importing data from Exsited and MYOB. Based on the selected option, users can then specify the type of records to sync, such as items, invoices, or contacts.

During item import, users can filter data by status (New, Updated, Synchronised) and choose to import only inventory items. The system then displays a list of items retrieved from MYOB, including item codes, names, prices, and revenue accounts, for review before synchronisation.

After completing the import from MYOB, all synced items appear in the Exsited item list with their respective codes, names, and timestamps. This view helps users verify successful imports and track item creation history by user and time.

Once an item is successfully linked between Exsited and MYOB, users can view synchronisation history and manage the link status. If needed, users also have the option to manually unlink the item for correction or reconfiguration.

Export Items to MYOB

Navigation Path: More > MYOB > Export Items

Select items in Exsited
Filter by "New" for first-time syncs
Click Export
Monitor status and validate in the MYOB item list

This screen allows users to choose between exporting data between Exsited and MYOB. Based on the selected option, users can then specify the type of records to sync, such as items, invoices, or contacts.

Before exporting items from Exsited to MYOB, users can filter records by status, such as New, Updated, or Removed, and optionally define a date range. These options help ensure only relevant items are included in the export batch.

The synchronisation confirmation screen in Exsited provides detailed options before syncing items to MYOB, including whether to link, update, or skip existed records. This step helps ensure that data integrity is maintained during the export process.

Important: When creating or exporting a transaction from Exsited, make sure the item and warehouse used in that transaction already exist in MYOB. If not, you must first export those records from Exsited. Transactions referencing non-existent items or warehouses will fail to synchronise.

Process Automation

Automate Sync with Partner Function

Navigation Path: Exsited > Settings > Partner Function

Add a new Partner Function
Select:
- Direction (Import / Export)
- Object Type (e.g., Customer, Invoice)
- Event Trigger (e.g., Create, Update)

Import Automation

The "Add Partner Function" allows users to define integration logic by specifying the direction (import/export), object type (e.g., Customer), and event trigger. This setup is essential for automating data flows between Exsited and external systems like MYOB.

Then go to Exsited > Settings> MYOB > Configuration > Automation and “ Add Automation Rule”.

General Information:

Name: Account Import - Create
Display Name: Account Import - Create
Code: Add a unique identifier (e.g., account_import_create_MYOB)
Leave Description unchecked unless needed.

Trigger Condition Tab:

Direction: Import
Applies to: MYOB - Customer
Select a Function: New
You may tick Since last lookup if you only want new customers since the last sync.

Perform Action Tab:

Perform Action: Account Import - Create
Tick/untick "Do not overwrite the latest data" based on your requirement.
Set Add to ignore list after N failed attempts to 1 (or more if you want retries).
Optionally, select another automation to trigger afterwards.
Click Save.

In the Automation Type settings within Exsited, there are two available options for automating data imports from MYOB:

Time-Based Automation
- This method allows you to schedule data imports at specific time intervals (e.g., hourly, daily).
- It is useful when you want to run imports at regular, predefined times without manual intervention.
Webhook-Based Automation
- This method enables real-time automatic data import as soon as a trigger event occurs in MYOB (e.g., new invoice created, item updated).
- It is ideal for ensuring that data in Exsited is always up to date with the latest changes from MYOB.

You can choose the appropriate automation type based on your business needs for data freshness and system performance.

This forms the foundation for automation rules.

Navigation Path: Webhook requires MYOB API to support event-based calls.

Export Automation

Add Partner Function

The “Add Partner Function” window lets users configure or update existing integration rules, such as exporting customer records when a “Create” event is triggered. This helps maintain precise control over automated data exchanges between Exsited and connected platforms.

Add Custom Event

The "Add Custom Event" feature in Exsited enables users to define automation triggers such as account creation, with flexible execution timing and actions. Users can choose to send webhook requests, run scripts, or perform additional actions based on defined criteria.

Navigation Path: Exsited > Settings > MYOB > Configure > Events and Event Profiles > Custom Events

This screen allows users to manage the association of custom and system events with a specific event profile in Exsited. Events such as invoice reminders or exports to MYOB can be toggled on or off to control automation behaviour.

Navigation: Settings > Event and Event Profile > Event Profile > click on Associated Events Enable the Custom Events which is required

Navigation: Settings > Event and Event Profile > Custom Events Click on Additional Action

These attributes enable traceable, bidirectional linking between Exsited and MYOB.

Final Testing and Validation

Perform test imports/exports before enabling automation
Confirm item links and invoices are correctly synced
Enable automation after validation

Best Practices

Always test with a small sample before enabling full sync
Maintain a backup of critical financial data
Regularly review account and tax code mapping
Monitor sync logs for errors or mismatches