Connecting Ocerra with your MYOB ARL is a simple process. You will need the following details to enter in Ocerra:
- Company Login (User ID) e.g. Administrator
- Company Password (sometimes, there might be no password)
You would need to confirm these details before you enter in Ocerra.
Go to MYOB - Files - Switch Company User:
It will take you to the Company File sign in screen, e.g.:
Please ensure you know the User ID and Password, and can use it sign in to MYOB using the above screen.
If you cannot log in to MYOB this way, you won't be able to connect Ocerra as you need to know the correct credentials.
Please either confirm internally the details or reset the password.
As soon as you have the right details you can use it to connect Ocerra with MYOB.
Connecting Ocerra with your MYOB ARL account
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.
However, if you need data faster, you can import at any time by clicking the sync button.
Syncing Jobs and Categories
- Enable Sync Jobs and Categories, 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 something didn't go right during the initial connection, please check the following solutions.
Not all data imported from MYOB
Ocerra syncs only recently used data. Therefore, some components may not be imported during the initial sync process. 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. No troubleshooting is required as it usually resolved automatically. Please do not keep clicking the sync button, just give MYOB some time to provide the requested information and you will see it in Ocerra in a few minutes.
Troubleshooting Connection Issues with MYOB AccountRight Integration
If you experiencing issues with connecting Ocerra to MYOB AccountRight, please check this article: