Skip to main content

Getting Started with MYOB Integration

A guide to help ensure a smooth migration of data from ShiftCare to MYOB

Written by Paul Slater

📝 The only version of MYOB that supports importing information for both timesheets and invoicing is MYOB AccountRight. MYOB Business Lite will import timesheets.

Article Contents:

  1. Adjusting Payroll Software

  2. Connecting MYOB to ShiftCare

  3. Price Book Mapping

  4. Syncing Pay Groups

  5. Syncing Allowances

  6. Importing Staff From MYOB

  7. Importing Clients From MYOB

Adjusting Payroll Software

We’ve launched an improved MYOB integration, and the setup process has changed. If you previously selected ‘MYOB’ as your payroll software in Account Settings, please update this to ‘Other’ before proceeding with the new integration process. This change is necessary to ensure the new MYOB integration functions correctly.

To update your settings:

  1. Go to Account > Settings from the sidebar menu.

  2. Scroll down to the Time and Attendance section and click 'Edit'.

  3. In the Payroll Software section, change the selection from 'MYOB' to 'Other' and click 'Save'.

Connecting MYOB to ShiftCare

Here are the steps to connect your MYOB account to ShiftCare.

  1. Navigate to Account > Integrations > Browse from the sidebar menu.

  2. Look for the MYOB section and click 'Enable'.

  3. In the sidebar menu, go to Account > Integrations > MYOB.

  4. Click 'Connect MYOB'.

  5. You will be redirected to MYOB and prompted to sign in. Follow the on-screen instructions.

  6. Once authenticated, your MYOB and ShiftCare accounts are successfully connected.

Price Book Mapping

This is important and needs to be done for all of your price books. This will map your invoices to your chart of accounts.

First, make sure the Tax Code name in your ShiftCare Account > Invoice Settings exactly matches a tax code that exists in your MYOB account.

  1. Navigate to Account > Prices.

  2. Click on the edit button next to the name of the price book.

  3. Enter the Account Number from your chart of accounts on MYOB (GL Code) into the 'External ID' field (Common usage is 4-1000, but please check with your bookkeeper if unsure). Click 'Save'.

    Note: You can only map to child-level GL codes. Parent codes cannot be used for mapping. Please make sure to select the appropriate sub-account code within your MYOB chart of accounts.

  4. Repeat for all price books (Important).

Syncing Pay Groups

This is important and must be done for all Pay Groups. This will ensure that Timesheets can be exported from ShiftCare and imported smoothly into MYOB.

  1. Navigate to Integrations > MYOB.

  2. Click on 'Set Now' under the Pay Group section.

  3. Click on the dropdown menu and choose the pay group you want to sync.

  4. Click on the dropdown menu for each corresponding line and select the approppriate payroll category. Make sure the category you select matches the payroll category name in your MYOB account.

  5. Click 'Save All' after making the necessary changes.

  6. Repeat this for every Pay Group in your ShiftCare account.

Syncing Allowances

Allowances/Expenses are also synced through the MYOB integration page. Read this to learn how to set up allowances.

  1. Navigate to Integrations > MYOB.

  2. Click on 'Set Now' under the Allowance section.

  3. Click on the dropdown menu for each corresponding line and select the approppriate payroll category. Make sure the category you select matches the payroll category name in your MYOB account.

  4. Click 'Save All' after making the necessary changes.

Importing Staff From MYOB

  1. Navigate to Integrations > MYOB and click the blue 'Import Staff' button in the Feature Discovery section.

  2. A window will appear with a detailed outline of the fields that will be imported for each staff member, along with notes on important requirements.

    1. You can choose to automatically send account setup emails to staff members being imported by checking the box at the bottom of the prompt. If you leave this unticked, you’ll need to send the invites manually from each profile later.

  3. When you are ready to import your staff, click 'Import Staff'.

  4. A pop-up message will confirm the import process. Click ‘Refresh’ to check on the status of the import.

  5. Once completed, a summary of staff import results will be displayed. From here, you can:

    1. View Staff: navigate to the list of all staff in your ShiftCare account, including newly imported staff members.

    2. View Report: see a report of the import results, including reasons why some staff members failed to be imported.

Here is an example of a failed import report and the reasons why the staff members failed to import:

Importing Clients From MYOB

  1. Navigate to Integrations > MYOB and click the blue 'Import Clients' button in the Feature Discovery section.

  2. A window will appear with a detailed outline of the fields that will be imported for each client, along with notes on important requirements. When you are ready to import your clients, click 'Import Clients'.

  3. A list of clients to be imported will be displayed. Review the list and click 'Proceed to Import'.

  4. A pop-up message will confirm the import process. Click ‘Refresh’ to check on the status of the import.

  5. Once completed, a summary of client import results will be displayed. From here you can:

    1. View Client: navigate to the list of all clients in your ShiftCare account, including those who are newly imported.

    2. View Report: see a report of the import results, including reasons why some clients failed to be imported.

Here is an example of a successful import report:

For further assistance with MYOB Integration, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.

Related Articles
Getting Started with Xero Integration
Timesheet Integration with MYOB Business Lite
Exporting Timesheets to MYOB
Importing Staff and Clients From MYOB
ShiftCare Integrations Marketplace
Did this answer your question?