{"id":1305,"date":"2020-09-11T11:52:47","date_gmt":"2020-09-11T02:22:47","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=1305"},"modified":"2020-09-11T11:55:08","modified_gmt":"2020-09-11T02:25:08","slug":"interfy-pre-onboarding-requirements-for-myob-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/interfy-pre-onboarding-requirements-for-myob-customers\/","title":{"rendered":"Interfy Pre-Onboarding Requirements for MYOB Customers"},"content":{"rendered":"\n<p><\/p>\n\n\n<ol>\n<li>Create a new user in your Procore instance with the email address: support@interfy.com.au<\/li>\n<li>Allow this user \u2018administrator\u2019 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.<a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg\"><img loading=\"lazy\" decoding=\"async\" width=\"1218\" height=\"307\" class=\"wp-image-895\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg 1218w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-300x76.jpeg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-1024x258.jpeg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-768x194.jpeg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-50x13.jpeg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-60x15.jpeg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-100x25.jpeg 100w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/><\/a><\/li>\n<li>Although not required, to assist us in with troubleshooting please allow this user \u00a0 access to all existing projects and any newly created ones with admin permissions:<\/li>\n<\/ol>\n<p><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg\"><img loading=\"lazy\" decoding=\"async\" width=\"1203\" height=\"238\" class=\"wp-image-896\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg 1203w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-300x59.jpeg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-1024x203.jpeg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-768x152.jpeg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-50x10.jpeg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-60x12.jpeg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-100x20.jpeg 100w\" sizes=\"auto, (max-width: 1203px) 100vw, 1203px\" \/><\/a><\/p>\n<h3>MYOB SYSTEM PERMISSIONS<\/h3>\n<h3><strong>Before Proceeding<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"19\" height=\"39\" class=\"wp-image-898\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-54.png\" \/><\/h3>\n<p>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 \u201c<strong>Online<\/strong> \u201d indicator in bottom right hand corner once you load into MYOB.<\/p>\n<p>If your company file is not online, you can follow the instructions here: <img loading=\"lazy\" decoding=\"async\" width=\"19\" height=\"30\" class=\"wp-image-899\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-55.png\" \/> <a href=\"http:\/\/help.myob.com\/wiki\/display\/ar\/Put+your+company+file+online\">http:\/\/help.myob.com\/w iki\/display\/ar\/Put+your+company+file+online<\/a> <img loading=\"lazy\" decoding=\"async\" width=\"19\" height=\"30\" class=\"wp-image-900\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-56.png\" \/><\/p>\n<ol>\n<li>Create a new user in your MYOB instance with the email address: support@interfy.com.au<\/li>\n<\/ol>\n<ul>\n<li>Open the company file.<\/li>\n<li>Go to the Setup menu and choose User Access. The User Access window appears.<a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-901 size-full\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467.png\" alt=\"\" width=\"1103\" height=\"404\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467.png 1103w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-300x110.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-1024x375.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-768x281.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-57-e1599790912467-100x37.png 100w\" sizes=\"auto, (max-width: 1103px) 100vw, 1103px\" \/><\/a><\/li>\n<li>Click New User.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-902\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104.jpeg\" width=\"628\" height=\"465\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104.jpeg 1088w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-300x222.jpeg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-1024x758.jpeg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-768x568.jpeg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-50x37.jpeg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-60x44.jpeg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-104-100x74.jpeg 100w\" sizes=\"auto, (max-width: 628px) 100vw, 628px\" \/><\/a><\/p>\n<ol>\n<li>Select the <strong>This user will sign on with a my.MYOB account option<\/strong>.<\/li>\n<li>Type <strong>Interfy Support<\/strong> in the User name field<\/li>\n<li>Enter <strong>support@interfy.com.au<\/strong> in the Email field.<\/li>\n<li>In the <strong>Company file roles<\/strong> list, select <strong>Administrator<\/strong>.<\/li>\n<li>Click <strong>Save and Invite User<\/strong><\/li>\n<\/ol>\n<p>Full instructions are available here <a href=\"http:\/\/help.myob.com\/wiki\/display\/ar\/Add+a+user\">&#8211; http:\/\/help.myob.com\/wiki\/display\/ar\/Add+a+user<\/a><\/p>\n<h3>PROCORE COST CODES AND MYOB ACCOUNTS<\/h3>\n<p>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.<\/p>\n<h3>MERGE DUPLICATE PROCORE COMPANY VENDORS<\/h3>\n<p>Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to MYOB contacts.<\/p>\n<p>A step by step guide is provided in the following link.<\/p>\n<p><a href=\"https:\/\/support.procore.com\/products\/online\/user-guide\/company-level\/directory\/tutorials\/merge-companies\">https:\/\/support.procore.com\/products\/online\/user-guide\/companylevel\/directory\/tutorials\/merge-companies<\/a><\/p>\n<p>MERGE DUPLICATE MYOB CARDS<\/p>\n<p>Removing duplicate Cards from MYOB is a recommended task as this will eliminate confusion when mapping to Procore company vendors.<\/p>\n<p>A step by step guide is provided in the following link.<\/p>\n<p><a href=\"http:\/\/help.myob.com\/wiki\/display\/ar\/Combining+cards\">http:\/\/help.myob.com\/wiki\/display\/ar\/Combining+cards<\/a><\/p>\n<h3>CONTACT INTERFY SUPPORT<\/h3>\n<p>Once these tasks have been completed, contact us (support@interfy.com.au) to continue with getting the integration up and running.<\/p>\n<h3><a id=\"post-190-page8\"><\/a> PROCORE\/MYOB INTEGRATION MAP<\/h3>\n<p><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-235x300.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-921\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-235x300.png\" alt=\"\" width=\"442\" height=\"564\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-235x300.png 235w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-39x50.png 39w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-47x60.png 47w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture-78x100.png 78w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/Capture.png 516w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/a><\/p>\n<p>\u00a0<\/p>","protected":false},"excerpt":{"rendered":"<p>Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user \u2018administrator\u2019 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&#8230;<\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3,2],"ht-kb-tag":[47,20],"class_list":["post-1305","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-myob","ht_kb_category-onboarding-myob","ht_kb_tag-check","ht_kb_tag-myob"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1305","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=1305"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1305\/revisions"}],"predecessor-version":[{"id":1397,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1305\/revisions\/1397"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=1305"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1305"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}