MYOB AccountRight Live Datalink

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MYOB AccountRight Live Datalink

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The MYOB AccountRight Live datalink is the connection between Mobileezy and the MYOB AccountRight Live products listed in the Compatible Accounting Systems.  The Datalink must be configured initially and then run on a regular basis to ensure data consistency between the two software systems.  The MYOB AccountRight Live datalink allows configuration either to the MYOB datafile in the Cloud or to the checked out datafile on the local PC.  Using a cloud connection, the Desktop Administrator can be installed on a PC that does not have MYOB installed.

Account Right Live Logo

Steps for Initial Configuration of the MYOB AccountRight Live Datalink        Steps for Initial Configuration

Initial configuration of the MYOB AccountRight Live datalink is a 4 step or 5 step process depending on whether the connection is to setup to the accounting file in the Cloud or to the local desktop.  Each of these must be completed in its entirety before the two systems will be able to exchange data.

1.Install MYOB AccountRight Live in server mode and install the MYOB API to the PC (Desktop connection only)
2.Add the MYOB datafile to the library (Desktop connection only)
3.Select the connection type (Cloud or Desktop)
4.Authorise Mobileezy to connect to MYOB AccountRight Live (Cloud connection only)
5.Connect to the company file
6.Run the datalink.

How to Install the MYOB API to the PC        Installing the MYOB API to the PC for Desktop Connection (Desktop Connection Only)

If you are choosing to connect Mobileezy to the MYOB AccountRight Live file on the local PC it will be necessary to install the MYOB AccountRight Live API.  This can only be completed if MYOB has been installed in server mode, if it has not, you will need to reinstall a server version of MYOB.

Windows 7 - from the Start menu, select the MYOB program group and then click on the Install AccountRight API link. The MYOB AccountRight API setup guide will then guide you through the process.

Windows 8 - from the Tile menu, locate the Install AccountRight API tile and click on it.  The MYOB AccountRight API setup guide will then guide you through the process.

How to Add the MYOB datafile to the Library        Adding the MYOB datafile to the MYOB Company File Library (Desktop Connection Only)

You may need to add your MYOB company file to the library of available company files.  This is done through the MYOB AccountRight Live user interface.  The following instructions may serve as a guide, however to obtain complete up to date instructions, please contact MYOB.

1.After launching MYOB AccountRight Live press the Open button. (Or if the program is already open, select File > Open)
2.Click on the Add a company file to this library button.
3.Browse for the company file that you want to add.  A common location for the local data is:

Local Installation: C://Users/LocalUsername/AppData/Local/MYOB/AccountRight/Offline/.sync

Server Installation: C://Users/Public/AppData/Local/MYOB/AccountRight/Offline/.sync

4.Select the company file and then press Open.

MYOB AccountRight Live Datalink Settings        Initial Setup of the MYOB AccountRight Live Datalink

During the installation process the datalink is configured in the Configuration Assistant dialog.

1.Select the backend account type MYOB AccountRight Live from the drop down menu and press the Setup Datalink button.
Screenshot of MYOB AccountRight Live Backend Selection
Select MYOB AccountRight Live

 

2.There are two options for linking to the MYOB Company datafile.  The link can be configured to either link to the file while it is in the Cloud or alternatively you with the checked out file locally on the PC with the MYOB AccountRight Live desktop software is installed. This decision must be made at this point in the installation.
1.In the Company file location type selection choose Cloud and then press the Grant Authentication button.
Screenshot of Company File Cloud Link Selection
Linking to the Cloud File

 

2.This will trigger the process for authorising Mobileezy to link to the AccountRight Live datafile.  At the prompt, sign into your Account Right live account using your Username and Password and press the sign in button.  If the user is succesfully authenticated you will see a success message on the webpage. Close the webpage.
Screenshot of Successful Authorisation
Successful Authorisation

 

3.Mobileezy will also display a dialog advising the the Authorisation was successful.  The status will change to Authorised

MYOB AccountRight Live Datalink Authorised

4.Click on the Change button and then select the company file from the list and press Ok.
Screenshot of Selecting the MYOB Company File
Select MYOB Company File

 

5.Press Ok on the datalink setup page and then press the Run Datalink button. This will bring the MYOB data into Mobileezy.
1.In the Company file location type selection select Desktop.
Screenshot of Selecting the Company File Location
Select Company File Location

 

2.Click on the Change button and then select the company file from the list and press Ok. NB. the company file will only appear in this area if the file has been added to the library.
Screenshot of Selecting the MYOB Company File
Select MYOB Company File

 

3.Click on the Security button and enter the MYOB Administrator User Name and Password and press Ok.
Screenshot of Entering the Administrator Username and Password
Enter Username and Password

 

4.Press Ok on the datalink setup page and then press the Run Datalink button. This will bring the MYOB data into Mobileezy.

MYOB AccountRight Live Datalink Settings        MYOB AccountRight Live Datalink Settings

There are 10 settings available in the MYOB AccountRight Live datalink.  After initial configuration, these settings can be accessed under Setup > Datalink > Datalink Setup.  These settings can be configured at any point after the initial setup, however you must be aware that altering the datalink settings can cause irreversible changes to your Mobileezy database.  It is advisable to take a backup of your Mobileezy database before altering any of the datalink settings.

A description of the function of each of these settings is shown in the table below:

Setting

Description

Access URL

The URL for the MYOB datafile location

Default for Cloud Company File Location Type is https://api.myob.com/accountright/

Default for Desktop Company File Location Type is http://localhost:8080/accountright/

Grant Authorisation

Button used to grant authorisation for the Add On solution to connect to the MYOB cloud hosted file.

Company File Location Type

Location of the MYOB AccountRight Live company file.  (Defaults to Cloud)

Company File

The linked MYOB AccountRight Live company file

Security

Button used to set username and password for Desktop located company file.

Import MYOB price levels for items

Imports item price levels A-F from MYOB (Defaults to False)

Import MYOB Jobs

Imports Job codes from MYOB (Defaults to False)

Barcode Source

Imports item barcode from selected location (Defaults to None)

Stock Account Type

Account type for posting stock adjustment transactions (only required where stock exports are enabled).  (Defaults to CostOfSales)

Stock Account Number

Account code stock adjustment transactions are posted to (Defaults to 2200)

See Also:

Desktop Installation

Datalink

Running the Datalink

Creating Handheld Users