Follow the steps below to connect your MYOB AccountRight company file to Ocerra. 


Step 1 – Confirm your MYOB company file user 


Ocerra connects to MYOB using a company file user, not your MYOB account login.


To view existing users in MYOB, go to: 


MYOB → Setup → User Access


The value shown in the User ID column is the username that must be entered in Ocerra under Company Login.

Examples of valid usernames:

  • Administrator

  • OcerraAPI*

  • another user listed under User Access

*We recommend creating a dedicated integration user such as OcerraAPI. See below.


Step 2 – Confirm the login works in MYOB


Before entering the credentials in Ocerra, confirm that the username and password can successfully log into the MYOB company file.


Ocerra uses the same credentials MYOB requires to access the company file.
If the login cannot access the file in MYOB, the connection will fail.


Step 3 – Enter MYOB credentials in Ocerra

Navigate to:


Settings → MYOB AccountRight Integration

Enter the following details.

Company Login

Enter the MYOB company file username.

Examples:

  • Administrator

  • OcerraAPI

Do not enter:

  • your Ocerra login

  • your personal name

  • your MYOB account email

You can find this username in MYOB → Setup → User Access.


Company Password

Enter the password for the MYOB company file user.


Note:

The Administrator user sometimes has no password configured, in which case this field can be left blank.

However, new users created in MYOB must have a password set.


Step 4 – Connect and select the MYOB company file

After entering the credentials:

  1. Click Connect button

  2. Ocerra will retrieve a list of available MYOB company files

  3. Select the company file you want to connect

  4. Click Save

If the connection is successful, the MYOB company file will now be linked to Ocerra.


Creating a MYOB user for Ocerra (optional)

If you prefer not to use the Administrator user, you can create a dedicated integration user.

  1. Open MYOB

  2. Go to Setup → User Access

  3. Click New User

  4. Enter a username such as OcerraAPI

  5. Uncheck “This user will sign on with a my.MYOB account (Recommended)

  6. Set a password

  7. Under Company file roles, ensure Administrator is selected so the user has full access. 

  8. Save the user

The User name and password created here must be entered in Ocerra under Company Login and Company Password. 


Common connection issues

If the connection fails, please check the following.


1. Using the wrong login

MYOB uses two different logins:


Login typeUsed for
MYOB account loginSigning into MYOB
Company file usernameAccessing the company file


Ocerra requires the company file username, not the MYOB account login.


2. Creating a new user without setting a password


When creating a new MYOB user, the option “This user will sign on with a my.MYOB account” is enabled by default.

If this remains enabled, the user may not have a company file password set.


For Ocerra connections:

  • Uncheck this option

  • Set a password for the user

Then use that username and password in Ocerra.


3. Selecting a different MYOB company file

If you create a new MYOB user, make sure it exists in the same company file you select in Ocerra after clicking Connect.

Users created in a different MYOB company file will not work.


4. Creating the user in MYOB online instead of inside the company file

Ocerra connects to the AccountRight company file, not the MYOB online portal.


The user must be created inside the company file under:

MYOB → Setup → User Access