Planyard MYOB Integration

In this article, you will find a detailed description of the Planyard MYOB integration and how to set it up

Table of Contents

1. Introduction
2. Data Transfer Details
3. How to Setup MYOB Integration

Introduction

At Planyard, we understand that efficient budget management is key to the success of construction projects. That's why we've partnered with MYOB, one of the leading accounting software platforms, to streamline your financial workflows. Our integration allows you to automatically transfer cost documents directly from Planyard to MYOB, eliminating the need for manual data entry and reducing the risk of errors.

This powerful integration not only saves you time but also ensures that your financial data is always synchronised and up-to-date, providing a real-time view of your project finances. With Planyard and MYOB working together, you can focus more on delivering successful projects and less on administrative tasks.

Data Transfer Details

Let's review the information exchanged between Planyard and MYOB once the integration is set up:

• Planyard sends all approved costs to MYOB. Each cost includes a reference to Planyard to easily review the associated cost document.
• Contact information is exchanged bidirectionally; Planyard both receives and sends contact details from and to MYOB.

How to Setup MYOB Integration

Only users with permission to edit change company settings and integrations, as well as the correct permissions in MYOB. In order to set up the integration, log in to your Planyard account and follow these steps:

1. Click 'Company' in the top menu row.
2. Click 'Integrations' in the company menu row.
3. Under the MYOB logo, click 'Connect'.
4. Use your MYOB login credentials to connect Planyard with your MYOB account.

Planyard is now integrated with your MYOB account and all approved costs will automatically be sent to MYOB.