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MYOB Acumatica ERP

Chris Kartsakalis
  • Updated

The MYOB Acumatica ERP API will enable both BundyPlus and MYOB to integrate with eachother. This integration will allow us to import all active employees and pay items and to export pay cycles for payroll.

In this guide we will detail how to configure both MYOB and BundyPlus for integration.

Requirements

  • Guide must be actioned by Client and MYOB Consultant
    • BundyPlus can assist if there are any issues/concerns with the guide.
  • In MYOB Acumatica: Create a BUNDY API user account that has the following:
    • Roles: 
      • People Payroll User
    • License Types: 
      • Limited API
      • People User

Connecting to BundyPlus Live
 

  1. From the my.bundyplus.com.au dashboard, click on Settings
  2. Click Integrations
  3. Search for MYOB Acumatica ERP
  4. Click the Connect button
  5. Enable the Integration by selecting the checkbox
  6. Now lets open MYOB Acumatica to generate and update the fields in this screen

Configuring MYOB Acumatica ERP

  1. Log into MYOB Acumatica with your standard MYOB credentials
    Ensure you log in using the account you want to integrate with BundyPlus
  2. Search for Connected Applications
  3. Click on Connected Applications
  4. Enter a Client Name - Can be 'BundyPlus'
  5. Set Flow to Authorization Code
  6. Under the Refresh Tokens section, select Sliding Expiration as the Mode
    This section only available in Acumatica build 23R2+. If you do not have this setting available, please contact your MYOB Consultant to initiate an Acumatica database upgrade. This will allow you to avoid future connection issues with Acumatica.
  7. Enable the Infinite checkbox (Dependent on step 6, if you do not have this section, skip this step.)

     
  8. Under the SECRETS tab further down, Click on 'ADD SHARED SECRET'
  9. Enter the Description - Can be 'BundyPlus API' etc
  10. Set the Expiry date - This defines when the secret expires and the integration with BundyPlus will terminate. Set this to a date far in the future.
  11. Copy the Value at the bottom of the window
  12. Paste into the Secret field in the BundyPlus portal we left earlier.
  13. Click OK
  14. Copy the MYOB website URL - Found in the address bar
    Example: 'bundyplus-demo.myobadvanced.com'
    Note: Do not copy the Https:// part of the address
  15. Paste into the Hostname field in the BundyPlus portal we left earlier.
  16. Click on the Redirect URIS tab
  17. Click on the Plus (+) symbol
  18. Paste: https://my.bundyplus.com.au/OAuth_CS/rest/OAuth/Callback into the field
  19. Press Enter
  20. Click on the Save symbol under the Connected Applications heading at the top of the screen
  21. Once saved, a Client ID will be generated
  22. Copy this Client ID
  23. Paste this Client ID into the Client field in the BundyPlus portal we left earlier.
  24. BEFORE MOVING TO NEXT STEP
    Please LOG OUT of your MYOB Acumatica account. This will ensure when you click on the Connect Button, you will be prompted to log in using the new API user's credentials.
  25. Click Connect in BundyPlus after all three fields have been updated
  26. You will be redirected to the MYOB Login page
  27. Enter your API USER credentials
  28. Click Sign In
  29. You will be taken to a permissions page.
  30. Enable 'Offline Access' and 'Remember my decision'
  31. Click the 'Yes, Allow' button.
  32. You will be redirected back to BundyPlus
  33. If all credentials are correct, a green 'Success' message will appear.

You have now fully integrated BundyPlus with MYOB Acumatica ERP

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