How does Onsight work with MYOB?

This article explains how your Onsight account interacts with your MYOB company file after your integration has been activated.

What data gets copied from MYOB to Onsight?

Product data and pricing data flows from MYOB to Onsight.
Customer contact data flows from MYOB to Onsight.
Tax code data flows from MYOB to Onsight.

What data gets sent from Onsight to MYOB?

New customers created in Onsight get sent to MYOB.
Orders created in Onsight get sent to MYOB.
Quotes created in Onsight get sent to MYOB.

Product information

We copy several product data fields from MYOB. Any changes you make to these fields in Onsight will be lost when we copy data from MYOB. Therefore, you should not change any of these fields in Onsight:

  • Product name
  • Product description
  • Product images
  • Cost price
  • Price
  • Taxable
  • Applied taxes
  • Stock on hand
  • Product code
  • Active

Additional product information

Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from MYOB.

  • Product images
  • Product categories
  • SKU
  • Quantity increments/multiples
  • Master products
  • Minimum and maximum order quantities
  • Product custom fields
  • Product availability
  • Product price lists
  • Product discounts
  • Linked products (associated / alternative)

Product images

Some of your products in MYOB might have images. If there is no image in Onsight, we will copy the MYOB image to Onsight. If there is already an image in Onsight, we leave the existing image in place. If you upload new images into Onsight, they will not be replaced.

If you want to replace the images that are in Onsight with new images from MYOB, you can delete the existing images in Onsight and the new MYOB images will automatically be copied to Onsight.

MYOB’s product custom fields

MYOB products can have three custom text fields and three custom dropdown fields. You can request that all six fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.

Inactive products

If you mark a product as inactive in MYOB it will get marked as inactive in Onsight. If you change the product back to active it will get marked as active again in Onsight.

Customer information

We copy several customer data fields from MYOB. Any changes you make to these fields in Onsight will be lost when we copy data from MYOB. Therefore, you should not change any of these fields in Onsight:

  • Company name
  • Active
  • Allocated to
  • Billing email address
  • Notes
  • Billing address
  • Shipping address

New customers

If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in MYOB. After this, the customer data will be managed in the same way that all other customer data is managed. MYOB will become the master database for the customer data fields listed above. Any changes that you make in MYOB will be copied to Onsight.

Additional customer information

Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from MYOB.

  • Customer group
  • Taxable
  • Applied taxes
  • Customer custom fields

Inactive customers

If you mark a customer as inactive in MYOB it will get marked as inactive in Onsight. If you change the customer back to active it will get marked as active again in Onsight.

Customisation

We offer many further customisation options for your integration between Onsight and MYOB. Please see this list of available MYOB customisations for more details.