Overview:
- An essential step-by-step guide on how to connect Ocerra with your MYOB file.
To connect Ocerra with your MYOB company file, you will need to enter your "company file login" not your normal AccountRight login. By default, you you can simply click connect, select your company File name, add the Username (usually it is an "Administrator) and Password*.
- *If no one ever change the MYOB File password, it will be blank:
If that does not work, please either create a new user for Ocerra connection or find/reset the MYOB file password.
Finding the MYOB File password (if it is not blank)
If it is not blank (this is a default MYOB setup) then it means that the someone in your organisation has changed it.
Please reach out to the person who changed it, usually an accountant or bookkeeper, or reset the password yourself.
To change the password yourself, open MYOB AccountRight, then go to Setup -> User Access, and then click on the Administrator User ID.
- Open your MYOB file and click on "Setup" and "User Access"
- Find Administrator in the Company File user list
- If the "This user will sign on with a my.MYOB account (Recommended) is ticked, write down the email address in the "Email" box and if they are an online administrator
- Unchek this box
If the "This user will sign on with a my.MYOB account" box is ticked, write down the email address and if the "Invite user to be an online administrator" box is ticked, as these will be reset during this process (You will be able to change it back after you have reset your password). Then untick the "This user will sign on with a my.MYOB account" box.
Now you can change the password for the Administrator account. Once you have changed the password click save, and then login to Ocerra and try connecting your company file again.
If that works, your Ocerra connection will show success at the top (proceed to sync the required data to Ocerra):
If this worked, you can re-tick the "This user will sign on with a my.MYOB account" box in MYOB, enter the email you wrote down, re-tick the "Invite user to be an online administrator", then click "Save and Invite user".
If this still does not work, you will need to contact MYOB Support to get your company file login changed.
Please see this page from MYOB, and click on the "Password Recovery" tab for more information.
If you are still having issues connecting MYOB AccountRight to Ocerra, please get in touch with our support.
Connecting Ocerra with your MYOB ARL File (skip to step 6 if you already connected Ocerra to MYOB):
Please login to your Ocerra account, then follow these steps:
Step 1. Navigate to MYOB Account Right section of the menu and click Settings:
You will see Settings details, please enter your Company Login and Company Password here:
Step 2: Click Connect button:
Step 3: Select Company that you would like to connect Ocerra with and click Select AccountModel button:
Step 4: It should take you to the MYOB login page, enter your email and password to sign in - it will then ask you to grant permission to Ocerra to access your MYOB:
Step 5: If connection was successful (MYOB login and password entered correctly), you will see this Status:
Step 6. Import (sync) data from MYOB
To import data from MYOB, you will need to click sync on the required components in Ocerra for the first time. After the initial sync process, Ocerra will import new or updated information in 20 minutes intervals. For example, if you create a new supplier in MYOB, it will be automatically imported.
Syncing Jobs and Cost Centres
- Enable Sync Jobs and Cost Centres, Click Save and click Sync.
Syncing other master components
- Click Sync on each sync button - please wait for a result before clicking to the next Sync button. For example, after syncing Chart of Accounts, you will see your Accounts and Tax Codes. For example:
MYOB AccountRight is ready to use with Ocerra!
Troubleshooting sync process if not all data came through
Ocerra imports used data in the last 30-days. Therefore, some data may not be imported during the initial sync process (e.g. accounts). To fix this, update the Last Sync date to an older date, "save" and click Sync again. If new information has been imported, you will see a notification at the top right corner.
For example:
In some case, MYOB may require changing the Last Sync year to 1999. If still no luck, please contact support and will assist with importing all the required data from MYOB.
Timeout errors during sync process
During sync process you may encounter a MYOB timeout error, it will pop up at the left top corner. This is due to MYOB being overloaded and it might struggle to provide a large amount of information at the same time. Just leave it as it is, it will re-sync after 5-10 minutes on its own as Ocerra will keep requesting it.
Please do not keep clicking the sync button over and over again if you see an error. Please give MYOB some time to provide the requested information and you will see it in Ocerra in a few minutes.
If you are unable to connect AccountRight to Ocerra by following the instructions in this support article check as the password for the Administrator user is possibly incorrect: How to Create a New User in AccountRight