How to Sync MYOB Clients and Suppliers on 3PM Construction
Follow the steps below to Sync MYOB Clients and Suppliers on 3PM Construction
- Follow the instruction to Integrate MYOB with the 3PM Construction Portal- How to Integrate MYOB with 3PM Construction Portal
- Choose Master of Clients and Suppliers to Financial System. This action will enable MYOB to control most of the clients' and suppliers' data.
- Click on Save
- Navigate to Contacts-> Suppliers
- Click on Sync MYOB to load all the data from the MYOB portal to the construction portal
Transfer time may vary from 5 to 10 minutes based on customer size - To Create a new Supplier click on Add New Record or + sign. Follow the instructions in How to Create a Supplier
- Navigate to Contacts -> Clients
- Click on Sync MYOB to load all the data from MYOB portal to the construction portal
- To create a new Client, click on Add New Record or + sign. Follow the instructions in How to Create a Client
Master of Staff is Financial System: If the Master of Staff is set to "Financial System," MYOB Integration remains enabled, and MYOB controls the information. Suppliers or Clients created in MYOB will be synchronized, and the information will be locked in MYOB. You can only edit or update limited sections. In this scenario, MYOB serves as your primary data source.Related Articles
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