Please follow the setup instructions detailed in our 'Getting Started with MYOB Integration' guide first.
This guide will include:
Importing Staff From MYOB
Navigate to Account > Integrations > MYOB and click the blue 'Import Staff' button in the Feature Discovery section.
A window will appear with a detailed outline of the fields that will be imported for each staff member, along with notes on important requirements.
You can choose to automatically send account setup emails to staff members being imported by checking the box at the bottom of the prompt. If you leave this unticked, you’ll need to send the invites manually from each profile later.
When you are ready to import your staff, click 'Import Staff'.
A pop-up message will confirm the import process. Click ‘Refresh’ to check on the status of the import.
Once completed, a summary of staff import results will be displayed. From here, you can:
View Staff: navigate to the list of all staff in your ShiftCare account, including newly imported staff members.
View Report: see a report of the import results, including reasons why some staff members failed to be imported.
Here is an example of a failed import report and the reasons why the staff members failed to import:
Importing Clients From MYOB
Navigate to Account > Integrations > MYOB and click the blue 'Import Clients' button in the Feature Discovery section.
A window will appear with a detailed outline of the fields that will be imported for each client, along with notes on important requirements. When you are ready to import your clients, click 'Import Clients'.
A list of clients to be imported will be displayed. Review the list and click 'Proceed to Import'.
A pop-up message will confirm the import process. Click ‘Refresh’ to check on the status of the import.
Once completed, a summary of client import results will be displayed. From here you can:
View Client: navigate to the list of all clients in your ShiftCare account, including those who are newly imported.
View Report: see a report of the import results, including reasons why some clients failed to be imported.
Here is an example of a successful import report:
For further assistance with Importing Staff and Clients From MYOB, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.