The MYOBLINK extension allows ValuePRO users the ability to synchronise accounting functionality between ValuePRO and the MYOB accounting system. This establishes a bi-directionally capable link between the two software packages, allowing customer, employee and job details to be transferred from ValuePRO to MYOB, and payments registered in MYOB to be carried back into ValuePRO.
Requirements of MYOBLINK
Use of MYOBLINK requires an existing ValuePRO instance and a copy of MYOB currently installed on your PC or server. MYOBLINK currently supports MYOB Premier 10 & 11 and Accounting Plus 16 & 17; as future versions of MYOB are released, MYOBLINK will be updated to interface with these packages.
Additionally, ValuePRO uses Business Driven Software’s BDSSync software package to perform syncing with MYOB. You will need to obtain a copy of BDSSync appropriate for your version of MYOB. Please contact Business Driven for more information on the BDSSync product and to obtain a copy.
Limitations of MYOBLINK
Although a powerful tool for synchronising between ValuePRO and MYOB, there are some limitations of MYOBLINK. These restrictions are due to the level of access ValuePRO is allowed to the underlying MYOB database by the MYOB ODBC driver and cannot be changed by ValuePRO or Business Driven.
MYOBLINK uses the ODBC driver supplied by MYOB to transfer data back-and-forth between ValuePRO and MYOB. This provides functional but somewhat limited access to the internal data structure of MYOB: it is possible to read from and write to most, but not all, fields present in MYOB. The specific fields that are available are dependent on the version of the MYOB ODBC driver being used.
Due to the implementation of the MYOB ODBC driver, it is only possible to create new records, not to update existing records. Should a record be changed in ValuePRO after being transferred to MYOB, the change has to be manually repeated in MYOB to ensure both systems contain the same data.
We recommend strictly enforcing a policy within your organisation that restricts the number of users responsible for changing Client and Valuer cards to a minimum to help ensure unnoticed changes are not introduced which would desync ValuePRO and MYOB.
Valuer Card Limitations
In addition to the system-wide limitations stated immediately above, the following limitations apply specifically to valuer cards.
Setting First/Last Names
MYOB requires that an employee have a first and last name and requires these to be entered into separate fields. ValuePRO uses a single field to hold the full name of the user.
When valuer cards are transferred, text before the first space in the valuer's name will be entered as the first name and all text after the first space will be entered into the last name. If there is no space in the valuer's name field, the full contents will be entered as the last name, and the first name will be blank.
Job Card Limitations
In addition to the system-wide limitations stated above, the following limitations apply specifically to job cards.
Job Cards will not transfer until their invoicee has been transferred
A job card cannot be created in MYOB without being assigned to a client. ValuePRO also enforces this restriction upon jobs that are created, however if the client card assigned as the invoicee in ValuePRO has not been transferred to MYOB, any job cards assigned to that client will not transfer.
Job cards will not transfer until their Inspecting valuer cards has been transferred
A job card cannot be created in MYOB without being assigned to an employee ("salesperson"). ValuePRO does not enforce this restriction upon jobs - a job can exist in ValuePRO without being assigned an Inspecting Valuer. Any job cards not assigned an Inspecting Valuer will not transfer.
Further, the Inspecting Valuer assigned to the job must also have been transferred to MYOB before job cards to which they are assigned will transfer.
Job cards must be transferred to active, detail-type accounts
A job card cannot be created in MYOB without being assigned to an account. Only active, detail-type accounts can have new jobs created and assigned to them in MYOB. ValuePRO is not able to detect types of accounts in MYOB, nor does the MYOBLINK package create accounts that aren't already defined; it is critical that the account numbers entered in the MYOB Sales Account Code and MYOB GST Account Code (if applicable) settings in Your ValuePRO License | MYOBLINK match active, detail-type accounts in MYOB. Also note that when entering the account number into these settings, you must not use the hypen commonly used when showing account codes in MYOB, eg: enter "12345", not "1-2345".
How It Works
Once the BDSSync software has been installed and setup on your computer/server, BDS will setup for you the syncing schedule that is used to transfer information from ValuePRO to MYOB. When the sync is started from the BDSSync software, the following will occur:
- All Client Cards in ValuePRO that are linked to jobs ready to sync will be transferred from ValuePRO to MYOB. These will create corresponding Customer Cards in MYOB.
- All Valuer Cards in ValuePRO that are linked to jobs ready to sync will be transferred from ValuePRO to MYOB. These will create corresponding Employee and Sales Person cards in MYOB.
- Lastly all Job Cards in ValuePRO that are ready to invoice will be transferred from ValuePRO to MYOB. These will create corresponding Service Sale cards in MYOB, which can be used to generate your invoices.