MYOB EXO Integration

• Overview
• Integration Demo
• Order Syncing Integration
• Important Info
• MYOB EXO FAQs
• Integration Setup Process
• Related Articles

Overview

We offer the following type of integration with MYOB EXO:

• Order Syncing - the automated pushing of shipments from MYOB EXO into MachShip.

Order Syncing Integration

Order Syncing Workflow

1. Orders reach a specific status in MYOB EXO
   • Typically using status 0 (Unprocessed) or 1 (Processed)
   • Status can be customized to match your workflow
2. Every 5 minutes, we check for new orders and create a pending consignment in MachShip with:
   • Warehouse details
   • Delivery address details
   • Sales order as reference
3. Warehouse team opens MachShip and searches for the order using sales order number
4. Warehouse team adds cartons/pallets and selects carrier
5. Within 5 minutes of consignment being manifested, we:
   • Write back shipping details to your order
   • Update the order status
   • Update any additional custom fields requested

This workflow eliminates manual data entry into MachShip while maintaining data synchronization with MYOB EXO.

Order Syncing FAQs

Q: How are packages and dimensions handled?

A: Your warehouse team will input the cartons/pallets directly in MachShip when processing the consignment.

Q: Can you customize the order filters?

A: Yes, we can customize which orders sync based on status and other criteria to match your workflow.

Q: Can you write shipping details back to MYOB EXO?

A: Yes, we can write back various shipping details to your order and update any additional fields you specify.

Important Info

• Sync timing:
  • Orders sync from MYOB EXO to MachShip every 5 minutes
  • Shipping updates sync back to MYOB EXO every 5 minutes
• The integration requires setup of staging tables in MYOB EXO
  • We provide the setup script
• If you're using the Evexso WMS add-on:
  • Evexso has their own MachShip integration
  • This allows for pick/pack without accessing MachShip directly
  • Contact Evexso for details about their integration

MYOB EXO FAQs

Q: How quickly are changes synchronized?

A: We sync in both directions every 5 minutes:

• New orders sync from MYOB EXO to MachShip
• Shipping updates sync from MachShip back to MYOB EXO

Q: Can the integration be customized for our specific needs?

A: Yes, we have extensive customization capabilities including status filters, field mappings, and workflow adjustments. Contact our integrations team with your requirements.

Q: Can we do live quoting inside MYOB EXO?

A: No, live quoting must be done within MachShip. MYOB EXO does not support live rate integration.

Integration Setup Process

All integrations are completed by our in-house integrations team that specializes in setting up integrations with MYOB EXO.

The process for getting your integration setup is:

1. Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.

Our specialist integrations team will work with you to confirm the scope of your integration and ensure it will perform how you expect.

2. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

3. Implementation - Once approved, implementation will begin. We will need:

   • Username, Password & API Token for MYOB EXO
   • List of fields you want updated on the order
   • You'll need to:
     • Import our provided script to set up staging tables
     • Configure MYOB EXO to expose the new table to the API

4. Handover & Testing - Once completed, we will let you know and you can conduct your own testing to confirm everything is working as expected.

Setup FAQs

Q: How long does it take to setup my integration?

Most MYOB EXO integrations can be setup inside of 2-3 business days from when we receive API access.

Q: Am I able to setup the integration myself?

We do not currently offer self-setup for our integrations due to the amount of customisation and testing required when linking your integration to your MachShip account.

Q: My requirements differ from what you've laid out, can you customise the integration?

We do have the ability to customise our integrations for each client to a large degree.

Simply reach out to our integrations team at clientintegrations@machship.com with your requirements and we will let you know what we can do.

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