Ocerra offers out-of-the-box integration with MYOB Acumatica. It works without any installation or complex configuration.
In this article, you will learn how Ocerra connects with MYOB Acumatica and what data flows between the two systems.
By default, Ocerra syncs data every 20 minutes, as required by MYOB Acumatica to ensure stability and prevent API overload. Live synchronisation can be enabled by request.
Dataflow between Ocerra and MYOB Acumatica
Master Data (maintained in Acumatica, imported into Ocerra):
Ocerra imports accounts, subaccounts, suppliers, tax rates, inventories, projects, project tasks, branches, units of measure, payments*, purchase orders and receipts.
Some account types in Acumatica may not be part of a standard AP process. If needed, these accounts can be added manually in Ocerra via integration settings.
Supplier details such as default expense account, tax rate, payment terms, currency, ABN, and bank details are also imported. This helps check invoices against supplier records in Acumatica, reducing the risk of fraud.
*Payments – made in Acumatica and synced back to Ocerra to automatically flag invoices as paid.
Read next: How to connect Ocerra with MYOB Acumatica