Salesforce MYOB Integration

Won opportunities become MYOB invoices, accounts stay in step, and sales can see payment status in Salesforce

Salesforce opportunities connected to MYOB invoices

Sales in Salesforce, Accounts in MYOB

Salesforce is often set up around a business's own way of selling, with custom objects, fields and approval steps. MYOB holds the invoices and payments. There are fewer ready-made Salesforce–MYOB connectors than for Xero, and they rarely follow a customised Salesforce setup, so invoices often get retyped and accounts updated twice.

We connect Salesforce and MYOB around your process, so opportunities become the right MYOB invoices, accounts stay the same in both systems, and payment status shows in Salesforce. It works with MYOB Business, AccountRight and MYOB Acumatica.

Built and supported by Kenomont: founder-led, Gold Coast based, with 20+ years building business systems, including real-time integrations we have run for clients since 2015.

Signs Salesforce and MYOB Need Connecting

If several of these apply, it's worth connecting them properly.

  • Won opportunities are retyped into MYOB as invoices
  • Custom objects or fields don't carry across
  • Accounts are maintained in both systems
  • Sales can't see invoice or payment status
  • Milestone or recurring billing lives in a spreadsheet
  • You run more than one MYOB company file
  • A connector covers part of the data and the rest is manual
  • Reconciling Salesforce to MYOB is part of month-end

Options, Simplest First

We always start with the simplest thing that works.

A connector app

If a ready-made connector covers your process, use it. We'll tell you if one fits.

A connection built for your process

Opportunities, quotes, products, custom objects and company files mapped to MYOB exactly, with payment status flowing back. Learn more

Billing rules and schedules

Milestone, recurring and usage billing generated from Salesforce data into MYOB.

Is Salesforce still the right CRM?

If you're paying for more than you use, a simpler CRM may suit better. We'll give you an honest view. Learn more

How We Connect Salesforce and MYOB

Mapped to how you sell and bill, then checked before go-live.

1

Map opportunity to cash

We map how a sale becomes an invoice and a payment today, including the exceptions.

2

Check the standard options

If a connector covers it, you hear that first.

3

Map objects, fields and rules

Every object and field is mapped, including custom objects, products, jobs, categories and company files.

4

Build, test and run in parallel

We test with real opportunities and invoices before switching over.

5

Monitor and support

You get alerts when something doesn't sync, and support from the people who built it.

Salesforce MYOB FAQs

Not natively, though a small number of connector apps link them for common data. Customised Salesforce setups usually need a connection built around how you sell and bill.

Yes. MYOB Acumatica has its own API, separate from MYOB Business and AccountRight, and we build for whichever MYOB you use.

Yes. Invoice and payment status can flow back from MYOB to the account or opportunity, so sales can see who has paid without asking finance.

It depends on your setup and how much needs mapping. We look first and give you a fixed quote after a free initial chat.

Related: MYOB API integration · Salesforce Xero integration · When the problem is between your systems

What's Being Retyped Between Salesforce and MYOB?

Tell us how sales become invoices today. We'll tell you honestly whether a connector will do, or what connecting them properly would involve.

Free initial chat. No sales pressure - if we're not the right fit, we'll say so.

Prefer to talk? Call 1300 470 091

Got a spec or files? Email [email protected]

Name, email and message are required. We'll respond within 24 hours.