Why are my customers in MYOB not syncing to Workshop Software

Integrating Why are my customer in MYOB not syncing to Workshop Software with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.

There has been an issue reported in May 2015 where customers haven’t synced over from MYOB. In the past, Workshop Software wouldn’t sync over customers who had bad formatted phone numbers. Once the initial sync occurs, it will only check customers who have been changed/updated in MYOB since the last sync. There are 2 resolutions to this issue: 1) Update your customers in MYOB so that they sync over. Please note: this might be a little tedious, so it may not be the best option. However, it could be a quick option if you need a specific customer now. 2) Contact support by emailing support@workshopsoftware.com They will advise you to re-sync your MYOB. Once you do this, your customers should come over.

Good to Know

  • If you experience any issues during setup, contact the Workshop Software support team for assistance.
  • Keeping customer records up to date ensures accurate invoicing and reliable communication via SMS or email.

Frequently Asked Questions

Will this change affect existing invoices for this customer?

Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.

What do I do if the integration is not working?

First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.

Can I disconnect this integration later?

Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.

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