What is needed
Two sets of MYOB credentials are required:
An MYOB Administrator login
A dedicated MYOB user for Factory
Set up MYOB for Factory
Log in to MYOB Desktop as an Administrator
Go to Setup > User Access
Select New User
Untick This user will sign on with a my.MYOB account
Enter a username and password, for example “Factory”
Set access level to Administrator
Select Save
Connect MYOB to Factory
Open Factory
Go to Settings > Integrations
Select MYOB Connect
Enter MYOB Administrator username and password
Select the company file to connect
Enter the dedicated MYOB user created for Factory
Choose default Sales and Purchase accounts
Importing Customer/Supplier
Import customer and supplier data from MYOB into Factory to save time and reduce manual entry errors.
How to import
In Factory, go to Settings > Integrations
Select Import Customer or Import Supplier
Choose what to import:
Tick the box next to Name to import all
Or tick individual customers or suppliers to import selected records
Select Options, then choose:
Import selected customers or suppliers, or
Import all customers or suppliers
A confirmation message will appear once the import is complete.
📝 Note
Import time will vary depending on the number of customers or suppliers selected.
Data Flow
