Wbsync Documentation
Setting Up Data Syncs

Shopify to Myob

Add and edit a sync connection to Myob

  1. Fromt the menu, select Settings > Sync Manager

    Fromt the menu, select Settings > Sync Manager

  2. Click New Connection

    Click New Connection

  3. Select your connection from the list. If you have mutliple types available to you, you are able to filter

  4. Click create new

    Click create new

  5. This will bring you to the configuration screen

Settings for Orders

  1. The following options dictate how the orders flow from Shopify to Myob
Setting Description Notes / Requirements
Sync orders from Shopify with status Select the order statuses that will be brought into MYOB. At least one status is required.
Last Shopify order entered in MYOB Prevents re-syncing older orders already in MYOB.
Customer type for orders Choose whether to use a generic customer, create a new customer, or fall back to an existing code. Matching is done on email (and company for some accounts).
• New customers are created from Shopify customer/shipping details.
• For a generic customer, select them in “Existing customer code”.
Existing customer code Customer to use for all orders when customer type is “Existing Code”. Required when Customer type for orders is set to use an existing customer.
Create customer as Individual or Company when creating new MYOB customers. Only applies when creating new customers.
Invoice delivery method How invoices are delivered to the customer in MYOB. Optional.
Customer layout Layout applied to new customers. Optional.
Transactions include tax Send order to MYOB inclusive or exclusive of tax.
MYOB tax code Tax code used when a line has tax.
MYOB tax free code Tax code used when a line has no tax.
Send to MYOB as transaction type Controls the type of transaction created in MYOB. Order or Invoice.
Use Shopify order number as MYOB number Send the order using the Shopify order number instead of letting MYOB generate its own. Leave disabled to use MYOB’s own numbering.
Order number prefix Prefix prepended to the Shopify order number when using it as the MYOB number. Only relevant when “Use Shopify order number” is enabled.
Match stock on Field used to match items sold in Shopify to items in MYOB. MYOB item Number/Name must match the selected field.
Default / non-stock item Fallback item used when a Shopify product has no matching item in MYOB. Recommended to avoid failed lines.
Sales person Salesperson assigned to the order in MYOB. Optional.
Shipping method text Populates the shipping method on the MYOB order.
Include customer details on delivery address Adds email/phone to the Ship To address.
Send payment to MYOB Send payments to MYOB when the Shopify order is paid.
Payment deposit to Deposit account type for payments. Required if sending payments.
Payment account Default bank/account to receive payments. Required if sending payments.
Apply payment to invoice Whether the payment is applied directly to the invoice/order.
Account per payment gateway Map different Shopify payment gateways to different MYOB accounts.