MYOB and Zoho CRM Integration

MYOB and Zoho CRM Integration

Sync and create invoices, track payment status, and view customer data from MYOB within Zoho CRM

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Streamlining Business Operations

MYOB (Mind Your Own Business) is an innovative accounting software widely used by small and medium-sized businesses. It simplifies complex accounting tasks, offering features like invoicing, payroll, and reporting.

When a contact, invoice, credit note, or purchase order is created in Zoho CRM, it is automatically synced with MYOB. Any updates or changes in MYOB, in turn, are reflected back in Zoho CRM.

The MYOB and Zoho CRM integration represents a significant advancement in the way businesses manage their customer and financial data. By automating key processes and ensuring data consistency across platforms, this integration not only saves time but also enhances the accuracy and efficiency of business operations.

Key Features

  • Contact Management

    Users can create and manage contacts in Zoho CRM, which can then be synced with MYOB, ensuring consistent data across both platforms.

  • Invoicing, Credit Notes, Purchase Orders

    Invoices and credit notes created in Zoho CRM can be directly pushed to MYOB. This streamlines the billing process, making it more efficient and reducing errors. The ability to create purchase orders in Zoho CRM and send them to MYOB facilitates smoother procurement and inventory management.

  • Real-Time Status Updates

    Once an invoice or purchase order is processed in MYOB, the status is updated in Zoho CRM, providing a real-time view of financial transactions.

  • Centralized Data Management

    This integration centralizes customer and financial data, reducing the need for duplicate data entry and improving overall data integrity.

  • Enhanced Financial Reporting

    The integration allows for more accurate financial reporting, as data from Zoho CRM is directly reflected in MYOB’s financial reports.

  • Custom Integration Available

    If you have a specific requirements, we can build a custom MYOB and Zoho CRM solution.

  • Easy Setup & Configuration

    Leave it to us. We'll take care of setting up and configuring the integration to suit your business requirements.

Affordable Pricing

Simple and transparent pricing with plans designed to fit your needs

Standard

Invoice + Credit Note
$ NZD 350 One-off Setup Fee*
  • Sync contacts and accounts
  • Sync products and invoices
  • Create invoices in Zoho CRM
  • Create credit notes in Zoho CRM
  • Sync invoice status to Zoho CRM
Purchase
*plus $45 Monthly Hosting Fee
*All prices are exclusive of GST

Professional

Invoice + Credit Note + PO
$ NZD 450 One-off Setup Fee*
  • Sync contacts and accounts
  • Sync products and invoices
  • Create invoices in Zoho CRM
  • Create credit notes in Zoho CRM
  • Sync invoice status to Zoho CRM
  • Create purchase orders in Zoho CRM
Purchase
*plus $45 Monthly Hosting Fee
*All prices are exclusive of GST
Popular

Ultimate

Invoice + Credit Note + PO + Inventory
Ask for Quote
  • Sync contacts and accounts
  • Sync products and invoices
  • Create invoices in Zoho CRM
  • Create credit notes in Zoho CRM
  • Sync invoice status to Zoho CRM
  • Create purchase orders in Zoho CRM
  • Sync and track inventory items
Purchase
*plus $45 Monthly Hosting Fee
*All prices are exclusive of GST

Looking for more?

We build what you tell us. If you want a custom integration, let us know. We’ll definitely try our best because we are here for Kiwi businesses.

Let us know

Frequently Asked Questions

Fill out the form by clicking the buy now / request a demo so we can provide the best solution to your requirements. 

You will only be billed for the extension/app you purchase.  

You will be billed a one-off setup fee depending on the option you choose and monthly hosting fee. The hosting fee will be recurring, meaning you won’t have to bother doing it again manually.

You can choose to be billed by invoice or by credit card (subscription). 

Yes, we can build a custom solution based on your requirements. Price depends on the complexity of the requirements. 

You can cancel the plan that you have subscribed to. We will get back to you to help you out with the necessary requirements.

You can drop us a mail at support@a1crm.co.nz and get your questions regarding payments clarified.

Looking to integrate MYOB and Zoho CRM?

Book a free consultation with our CRM experts today! If you have a specific requirements, we can build a custom solution for you!