Keep your customer information up to date across Thryv and your MYOB AccountRight software without the manual hassle. With this integration, you can sync every invoice or payment made in Thryv directly to the contact in your MYOB AccountRight.
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Installation Guide
To start the install go to the App Market tab on the left-hand navigation and select the MYOB AccountRight app from the app list. Then select launch this app. The next screen will outline the permissions that the app needs.
Check the box notating that you agree to the terms & conditions.
Select Connect to MYOB AccountRight.
The next screens outline the options you have to for the initial sync and for the ongoing sync with the MYOB AccountRight app.
Determine what historical data you would like to sync from MYOB to Thryv and from Thryv To MYOB:
Toggle the options to yes or no for what you would like to sync with the app:
- Sync all historical Invoices from Thryv to MYOB
- Sync all historical Invoices from MYOB to Thryv
- Sync all historical Payments from Thryv to MYOB
- Sync all historical Payments from MYOB to Thryv
Select next.
Determine what items you would like to sync ongoing from MYOB to Thryv and from Thryv To MYOB:
Toggle on what you would like to sync with the app:
- Create ongoing sync of Invoices from Thryv to MYOB
- Create ongoing sync of Invoices from MYOB to Thryv
- Create ongoing sync of Payments from Thryv to MYOB
- Create ongoing sync of Payments from MYOB to Thryv
Select update.
In the following screen, log in to MYOB AccountRight and select the company you like to sync.
Select continue.
If the sync is successful, you will receive this screen:
Select continue to exit app installation. Your MYOB AccountRight app is now installed.
The initial sync of historical data is in progress. You will be notified via a message to the Thryv inbox with the initial sync is complete.
What to expect from sync
The MYOB AccountRight app can sync customers, invoices, and payments. The ongoing sync information coming from MYOB to Thryv will occur hourly, and information syncing from Thryv to MYOB will occur after a few minutes after the creation of a new customer, invoice, or payment.
Contacts Sync
If you chose to sync contacts, when contact is created in Thryv the integration will create that contact in MYOB AccountRight. And when you create a contact in MYOB AccountRight, the app will create that contact in Thryv.
- The contact's first name, last name, email, and address will sync.
- The contact must have an email in order to sync.
- The contact's initial creation will sync between the app. Any updates to the contact will not sync, unless an invoice or payment is issued to that contact.
MYOB AccountRight Contact Sync'd to Thryv
- If there is a different billing address from the shipping address. The shipping address will be injected into Thryv.
- When a contact is created in MYOB AccountRight and synced to Thryv the source on the contact will show MYOB AccountRight Live Integration.
- To navigate to a contact source, go to the contact, under contact info select show more. The source is listed in the additional info section.
Thryv Contact Sync'd to MYOB AccountRight
- The contact in MYOB AccountRight will have the designation of company, which you can update or leave as is.
- The designation of a contact does not impact functionality.
- The contact's first and last name will appear without a space between, ex. ErinGoodman. This is the expected format for the integration.
Invoices
If you chose to sync invoices, when an invoice is created in Thryv it will create a copy of the invoice in MYOB AccountRight. And when you create an invoice in MYOB AccountRight, the app will create a copy of the invoice in Thryv.
- Invoices that sync from MYOB to Thryv will display both the Thryv invoice number and the MYOB invoice number.
- Invoices that sync from Thryv to MYOB will show ' thryv1Thryv Invoices' in the account section of the MYOB invoice.
- A synced invoice is only a copy of the Thryv invoice, so receipts are not triggered to the client in MYOB. (Receipts are triggered from Thryv when created in Thryv.)
- Notes created in either platform will not sync to the copied invoice.
Payments
If you chose to sync payments, when a payment is collected or created in Thryv it will create a copy of the payment in MYOB AccountRight. And when you create a payment in MYOB AccountRight, the integration will create a copy of the payment in Thryv.
Update App Sync Preferences
Go to the App Market tab on the left-hand navigation and select the MYOB AccountRight app from the app list. Then select launch this app. The next screen will outline the permissions that the app needs.
Check the box notating that you agree to the terms & conditions.
Select Connect to MYOB AccountRight.
The next screen outlines the options you have to sync with the MYOB AccountRight app.
Toggle the options to yes or no for what you would like to sync with the app:
- Invoices from Thryv to MYOB
- Invoices from MYOB to Thryv
- Payments from Thryv to MYOB
- Payments from MYOB to Thryv
After making your selections, select Re-Authenticate.
You will receive a successfully updated message.
FAQs
How often will the app sync information? The sync from MYOB AccountRight to Thryv will occur hourly. The sync from Thryv to MYOB will be a few minutes.
Which address is injected into Thryv from MYOB AccountRight, if there is a different shipping and billing address? If the shipping address is different than the billing address, the shipping address will get priority and be the address in Thryv.
What will sync in the app? The MYOB AccountRight app can sync customers, invoices, and payments from MYOB to Thryv and vice versa from Thryv to MYOB.
What will sync in the initial sync? The MYOB app initial sync will pull all historical data from Thryv -> MYOB or vice versa, MYOB -> Thryv.
