You will need to be a Super Administrator to do this.
Once you've setup your integration between Colladium and MYOB Business, you can add new customers at any time.
- Navigate to the integration settings by clicking on the organisation icon or your organisation name in the top right of the menu bar.
- In the left menu, open premium services, then integrations and scroll down to the MYOB Business section.
- Click the section to expand it and review your customer matches. For any customer marked unmatched, select the corresponding Xero customer from the Customer in MYOB column. Alternatively, click Auto-match and we’ll attempt to match all currently unmatched customers for you.
- Once you’ve reviewed and matched all your Colladium customers, click Update to save your changes.
If a customer doesn’t appear in the Customer in Xero column, please contact our support team.