Interfy Pre-Onboarding Requirements for MYOB Customers

1. Create a new user in your Procore instance with the email address: support@interfy.com.au
2. Allow this user ‘administrator’ access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we troubleshoot and provide support.
3. Although not required, to assist us in with troubleshooting please allow this user access to all existing projects and any newly created ones with admin permissions:

MYOB SYSTEM PERMISSIONS

Before Proceeding

The OneCore MYOB integration for Procore requires the MYOB company file be stored online. You can determine if the file is online by checking for the “Online ” indicator in bottom right hand corner once you load into MYOB.

If your company file is not online, you can follow the instructions here: http://help.myob.com/w iki/display/ar/Put+your+company+file+online

1. Create a new user in your MYOB instance with the email address: support@interfy.com.au

• Open the company file.
• Go to the Setup menu and choose User Access. The User Access window appears.
• Click New User.

1. Select the This user will sign on with a my.MYOB account option.
2. Type Interfy Support in the User name field
3. Enter support@interfy.com.au in the Email field.
4. In the Company file roles list, select Administrator.
5. Click Save and Invite User

Full instructions are available here – http://help.myob.com/wiki/display/ar/Add+a+user

PROCORE COST CODES AND MYOB ACCOUNTS

Ensure that all Procore Standard Cost Codes have an equivalent MYOB Account that it can be mapped to. This is a key requirement in ensuring transactions can be processed between both systems without issue.

MERGE DUPLICATE PROCORE COMPANY VENDORS

Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to MYOB contacts.

A step by step guide is provided in the following link.

https://support.procore.com/products/online/user-guide/companylevel/directory/tutorials/merge-companies

MERGE DUPLICATE MYOB CARDS

Removing duplicate Cards from MYOB is a recommended task as this will eliminate confusion when mapping to Procore company vendors.

A step by step guide is provided in the following link.

http://help.myob.com/wiki/display/ar/Combining+cards

CONTACT INTERFY SUPPORT

Once these tasks have been completed, contact us (support@interfy.com.au) to continue with getting the integration up and running.

PROCORE/MYOB INTEGRATION MAP