Wbsync Documentation
Setting Up Data Syncs

WooCommerce 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 WooCommerce to Myob
Setting Description Notes / Requirements
Sync orders from WooCommerce with status Select the order statuses that will be brought into MYOB. At least one status is required. Custom statuses can also be added.
Last WooCommerce order entered in MYOB Prevents re-syncing older orders already in MYOB.
Customer type for orders Choose whether to use a generic customer or create a new customer per order. Matching can be done on email or display ID.
• New customers are created from WooCommerce billing/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 using a fixed customer.
Match customer on Field used to match WooCommerce customers to MYOB customers. Email or Display ID.
Custom field for customer Optional WooCommerce meta field used when matching/creating customers.
Create customer as individual Controls whether new MYOB customers are created as individuals.
Invoice delivery method How invoices are delivered to the customer in MYOB. Optional.
Customer layout Layout applied to new customers. Optional.
Print form Print form assigned to new customers. Optional.
Ship method Default ship method for new customers. Optional.
Transactions include tax Send order to MYOB inclusive or exclusive of tax.
WooCommerce prices include tax Whether WooCommerce line amounts include tax. Used to select the correct MYOB tax code.
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 WooCommerce order number as MYOB number Send the order using the WooCommerce order number instead of letting MYOB generate its own. Leave disabled to use MYOB’s own numbering.
Order number prefix Prefix prepended to the WooCommerce order number when using it as the MYOB number. Only relevant when “Use WooCommerce order number” is enabled.
Match stock on (WooCommerce) Field from WooCommerce used to match items.
Match stock on (MYOB) Field in MYOB used to match items.
Default / non-stock item Fallback item used when a WooCommerce product has no matching item in MYOB. Recommended to avoid failed lines.
Use MYOB description on lines Use the MYOB item description (or name) instead of the WooCommerce product name.
Fee line code Item/account code used for fee lines. Required when fees are charged in WooCommerce.
Sales person Salesperson assigned to the order in MYOB. Optional.
Invoice category Category assigned to the order in MYOB. Optional.
Shipping method text Populates the shipping method on the MYOB order.
Send address to MYOB Whether the shipping/billing address is written to Ship To.
Include country on address Appends the country to the delivery address.
Use comment Whether the customer note is written to the Comment field.
Send payment to MYOB Send payments to MYOB when the WooCommerce 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 WooCommerce payment methods to different MYOB accounts.