CatalogueLINK for MYOB AccountRight Live (Setup and Configuration)
MYOB AccountRight Live Connection Requirements
The following is required to facilitate a connection between CatalogueLINK and MYOB AccountRight Live
Access to a local installation of the MYOB AccountRight Live application
Local or network access to an ODBC enabled MYOB data file (or cloud file)
CatalogueLINK Upload Connection Settings
The following information is mandatory for CatalogueLINK Upload connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Upload connected to MYOB AccountRight Live
Cloud Account
MYOB AccountRight Live Username
Password for above account
Company file name
Company File Login
Company file login Username (email address)
Password for above account
The following settings are configurable in Setup - MYOB AccountRight Live in CatalogueLINK Upload version 'CL 3.0.12.0 - MYOB AccountRight Live 3.0.5.0'.
Setup - MYOB AccountRight Live | |||
Global Connection Settings | Data Type | Example Data | Definition |
MYOB Login | Text | Administrator | A MYOB AccountRight Live username |
MYOB Password | Text | securepassword123 | A MYOB AccountRight Live password |
Local Connection Settings | Data Type | Example Data | Definition |
Use Local File | Radio | Selected/Not Selected | Select this if your MYOB AccountRight Live file is stored locally on your computer |
Data File Location | File location path | C:\Desktop\acme.myox | Where your MYOB AccountRight LIve file is stored on your computer |
Cloud Connection Settings | Data Type | Example Data | Definition |
Use Cloud File | Radio | Selected/Not Selected | Select this if your MYOB AccountRight Live file is stored in the cloud service (my.myob account) |
Data File Name | Text | Acme Inc. | Name of your MYOB AccountRight Live file stored in the cloud service (my.myob account) |
Custom Pricing Levels | Data Type | Example Data | Definition |
Name of Price Level A | Text | Discount Level 1 | If you have altered the name of this price level in MYOB |
Name of Price Level B | Text | Discount Level 2 | If you have altered the name of this price level in MYOB |
Name of Price Level C | Text | Discount Level 3 | If you have altered the name of this price level in MYOB |
Name of Price Level D | Text | Discount Level 4 | If you have altered the name of this price level in MYOB |
Name of Price Level E | Text | Discount Level 5 | If you have altered the name of this price level in MYOB |
Name of Price Level F | Text | Discount Level 6 | If you have altered the name of this price level in MYOB |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Upload version 'CL 3.0.12.0 - MYOB AccountRight Live 3.0.5.0'.
Setup - Catalogue Account Details | |||
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | UMARL | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |
Mail Server | Text | The mail server of your email address(es) | |
Email Address | Text | Your email | |
CatalogueLINK Download Connection Settings
The following information is mandatory for CatalogueLINK Download connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Download configuration to MYOB AccountRight Live
Account (debtor) code to use for test of order and payment export to MYOB AccountRight Live
Order Settings:
Australian Tax Code
International Tax Code
Payment Settings:
Payment Account Code
Export Locations in MYOB AccountRight Live:
Orders - MYOB ‘Command Centres’ menu item >> ‘Sales’ >> ‘Sales Register’
Customers - MYOB ‘Command Centres’ menu item >> ‘Card File’ >> ‘Cards List’
Payments - MYOB ‘Command Centres’ menu item >> ‘Banking’ >> ‘Find Transactions’. Filter by the account you have placed the payments against. (The “Payment Account Code” below…)
The following settings are configurable in Setup - MYOB AccountRight Live in CatalogueLINK Download version 'CL 3.0.7.0 - MYOB AccountRight Live 3.0.11.0'.
Setup - MYOB AccountRight Live | |||
Global Connection Settings | Data Type | Example Data | Definition |
MYOB Login | Text | Administrator | A MYOB Supervisor Username |
MYOB Password | Text | securepassword123 | Password for user account |
Order Settings | Data Type | Example Data | Definition |
Australian Tax Code | Text | GST | This is the code that will go against the exported customers from Australia. To find: in the MYOB toolbar go to the ‘Lists’ menu item >> ‘Tax Codes’ >> ‘Code’ |
International Tax Code | Text | N-T | This is the code that will go against the international exported customers. To find: in the MYOB toolbar go to the ‘Lists’ menu item >> ‘Tax Codes’ >> ‘Code’ |
Order Referral Source | Text | Web Orders | This will be placed in the exported orders/invoices “Referral Source” field. |
Web Order Prefix | Text | Web | This will add a prefix to the Straightsell web order number (reference). |
Export Order Notes as Lines | Checkbox | Y/N | If checked, notes entered on the website will appear as a line item in the sales order. |
Delivery Date as Order Date | Checkbox | Y/N | To be added later |
Export as Invoice | Checkbox | Y/N | This will export orders to MYOB as invoices |
Export as Individuals | Checkbox | Y/N | Exported customers in MYOB “Designation” will either be set as “Individual” or “Company” |
Use Anonymous Reference | Checkbox | Y/N | If you wish to overwrite the anonymous seller reference from the website, check this on and fill in the Anonymous Reference. |
Anonymous Reference | Text | ABC123 | Card ID of a MYOB Customer. To find: in the MYOB toolbar go to the ‘Lists’ menu item >> ‘Cards’ >> ‘Card ID’ |
Payment Settings | Data Type | Example Data | Definition |
Payment Account Code | Text | 1-1140 | Needs to be a value that the payments will be deposited to. The valid accounts will be in the 'Sales' >> 'Receive Payments' >> 'Deposit to Account' drop down. |
Local Connection Settings | Data Type | Example Data | Definition |
Use Local File | Radio | Selected / Non Selected | Select where the MYOB company file is located on a network |
Data File Location | Text | C:\Desktop\acme.myox | Full path to the company file name |
Cloud Connection Settings | Data Type | Example Data | Definition |
Use Cloud File | Radio | Selected / Non Selected | Select where the MYOB company file is located in the cloud (my.myob account) |
Data File Name | Text | Acme Inc. | The name of the cloud file (my.myob account) |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Download version 'CL 3.0.7.0 - MYOB AccountRight Live 3.0.11.0'.
Setup - Catalogue Account Details | |||
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | UMARL | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |
Mail Server | Text | The mail server of your email address(es) | |
Email Address | Text | Your email | |