❗ Important: MYOB Acumatica was formerly know as MYOB Advanced. This MYOB product changed names in July 2024. We are in the process of upgading vWork to reflect this change in name. You will still see MYOB Advanced in vWork instead of MYOB Acumatica until we have completed this change. This doesn't change how the integration works.

------------------------

Once you have integrated MYOB Acumatica with vWork you can bring your MYOB Acumatica customer information across into vWork. This ensures that jobs with invoice line items in vWork are automatically associated with the matching MYOB customer record when the vWork invoice is uploaded into MYOB Advanced.

Before you can import your customer information from MYOB Acumatica, you must authorize vWork to share information with MYOB Advanced. This process is explained in the article, MYOB Acumatica: Connect vWork to MYOB Acumatica.

The MYOB Acumatica integration is an optional feature in vWork. To add this to your account please email support@vworkapp.com.

Import MYOB Acumatica customers into vWork

To import MYOB Acumatica customers into vWork you use the dedicated button.

To do this:

Click the Customers tab to open the list of vWork customers.
Click to open the options for importing customer information.
In the 'Import from MYOB Acumatica' section click to start the customer import.
The customer data import begins. The import button changes to show MYOB Acumatica customer data is synchronizing with vWork.
When the customer information is imported a message displays at the bottom of the MYOB Acumatica section telling you how many customers were imported. The new customers will have a vWork ID and are saved into the Customer list in the Customers tab.

💡Tip: You can tell which customers were imported from MYOB Acumatica as they show that they were in the 'Notes' for the customer.

Advanced customers imported into vWork.png

Sync changed MYOB Acumatica customer information with vWork

If your customer information changes in MYOB Acumatica, eg., a customer changes their address, phone number, or the name of a contact, you can easily ensure this information is shared with vWork.

To update the customer information in vWork, simply follow the same steps you used to import MYOB Acumatica customer data outlined in the previous topic. vWork imports any new customer records and syncs existing customer records that have been changed in MYOB Acumatica.

Add vWork customers to MYOB Acumatica

You can add vWork customers to MYOB Acumatica very easily. Whenever you upload invoices to MYOB Acumatica any vWork customer not previously saved in MYOB Acumatica that is added to a vWork job is automatically saved in MYOB Acumatica as a new customer record.

Tips for setting up customer data in MYOB Acumatica and vWork

You can get the most out of the customer data shared from MYOB Acumatica by understanding how fields in the MYOB customer records map to the Customer fields in the corresponding vWork customer record.

MYOB Acumatica 'Customer ID' and vWork customer 'ID'

MYOB Acumatica uses a unique ID for customer records and vWork also assigns a unique customer ID - these are unique to each application and won't match. We use other information to ensure MYOB Acumatica and vWork customer data synchronizes correctly.

Matching corresponding fields between MYOB Acumatica and vWork

This table explains where data from fields in the MYOB Acumatica customer record is saved in the vWork customer record, and vice versa.

MYOB Acumatica customer record field labels	Corresponding vWork customer field labels
ACCOUNT INFO section: 'Account Name'	⇨ 'Name'
ACCOUNT ADDRESS section: All fields in this section	⇨ Customer Site Contact section: 'Site Address'
ADDITIONAL ACCOUNT INFO section: 'Business 1'	⇨ Customer Billing Contact section: 'Phone'
ADDITIONAL ACCOUNT INFO section: 'Fax'	⇨ Customer Site Contact section: 'Fax'
ADDITIONAL ACCOUNT INFO section: 'Account Email'	⇨ Customer Billing Contact section: 'Email'
PRIMARY CONTACT section: All fields in this section Caution: Select the 'Cell' field to save the mobile number to ensure that it maps to the 'Mobile' field for the Site contact in vWork. This is important to ensure SMS alerts sent to the customer contact work correctly.	⇨ Customer Site Contact section: 'First name', 'Last name', 'Phone', 'Mobile', 'Email'

You can see how the fields are mapped in this image. The top section shows the MYOB Acumatica customer record, and the bottom section shows the same customer record in vWork.

MYOB Advanced Matching fields All.png

To learn how to integrate vWork and MYOB Acumatica or change the MYOB Acumatica account that vWork sends invoices to, please read the article, MYOB Acumatica: Connect vWork to MYOB Acumatica.
To learn how to share vWork invoices with MYOB Advance, please read the article, MYOB Acumatica: Share a vWork invoice with MYOB Acumatica.

MYOB Acumatica: Import MYOB Acumatica customers into vWork

In this article