MYOB EXO INTEGRATION

MYOB Exo integration
your pricing, stock and orders,
the same on the website as in Exo.

We connect B2B portals and online stores to MYOB Exo so account customers see their own pricing and stock, orders land as sales orders and invoices and payments flow back without rekeying. We plan the data that should move, build the connection on the platform the website already runs on and keep it running once it is live.

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In brief

Emote Digital is a digital agency in Hawthorn, Melbourne, founded in 2001. We connect websites and B2B eCommerce portals to MYOB Exo, the on premise business management system used by many Australian wholesalers and manufacturers, so debtor pricing, stock on hand, orders and payments move between the two without manual entry. An MYOB Exo connection appears in the Drillcut case study on this website.

The integration

A trade portal that reads from the business system.

MYOB Exo suits wholesalers and manufacturers whose pricing, stock and credit terms already live in Exo and need to appear online exactly as they are.

What moves between them

Debtor accounts and their price levels, stock on hand by location, product data, sales orders, invoices and payments. Each record has an agreed owner so the website and Exo never argue about who is right.

Pricing the customer expects

Exo holds contract prices, price levels and quantity breaks per debtor. The integration surfaces the right price to the logged in customer and sends the order back at that price, so accounts match what was quoted.

Built on your platform

Exo is an on premise system, so the connection runs through its API or a middleware layer with secure access from the hosting environment. We build on the platform the website already runs on.

What we do

MYOB Exo integration scoping, build and support.

A connected set of decisions, shaped around the way work moves through the business.

Integration scoping

Map the debtor, product, stock, order and payment events that should move, how often, and who owns each record.

Debtor and price level mapping

Match website customers to Exo debtor accounts and their price levels, contract prices and credit terms.

Stock and product sync

Schedule stock on hand, product data and availability by location so the website shows what Exo knows.

Order and invoice flow

Send orders into Exo as sales orders, return invoice numbers and payment status to the account area.

Testing and reconciliation

Run trade and retail order scenarios end to end and check Exo, the gateway and the website agree before launch.

Monitoring and support

Watch the sync, handle connection drops to the on premise server and keep the integration working through Exo and platform updates.

Buyer context

Why businesses connect MYOB Exo to the website.

A MYOB Exo integration has to suit the people, systems and operating conditions around it.

Customer specific pricing onlineStock shown as Exo knows itOrders keyed onceAccount balances visible to customersFewer phone ordersCredit terms applied automatically

Exo sites vary in how they are hosted, customised and exposed to the outside world. We help determine the safest way to connect, what should sync in real time and what can move on a schedule.

Keep the business in Exo. Keep the ordering on the website.

The value of an Exo integration is not in copying every table. We define the records that trade customers and finance rely on, move them cleanly and on time, and leave Exo to run the business and the website to take the orders.

Takeover and improvement

Already connected to MYOB Exo?

We can assess the current connection, how debtor pricing and stock are mapped, where orders fail or arrive incomplete and how the sync is monitored. We can help identify what is working, what is creating double handling and which changes deserve priority.

Failed order diagnosisPrice level and contract reviewStock sync timingConnection security reviewMiddleware replacementReconciliation checks

Talk to us

Connecting MYOB Exo? Talk it through with us.

Thirty minutes on the debtors, the stock and what it would take to connect or fix the sync.

Book a meeting

Approach

Six steps from understanding to improvement.

Formal Discovery may be appropriate for multiple warehouses, complex contract pricing, several sales channels or a connection that also involves a CRM or freight system.

Understand

Establish how trade customers order today, how pricing and credit are set in Exo, where stock is held and which other systems touch the same records. Any existing connector is reviewed so its gaps are understood before planning.

Plan

Define the direction and timing of each sync, the debtor to customer mapping, price level rules and what happens with back orders, part shipments and customers on hold. Middleware or direct API access is agreed first.

Design

Design the account area and ordering experience around the Exo data. Quick order, order history, invoices and account balance are specified so trade customers can serve themselves.

Develop and connect

Build the integration with secure access to the Exo server, queuing and retries. Mapping and rules are documented so the connection remains easy for the team to understand and for us to support.

Test and launch

Run the real scenarios end to end: contract priced customers, quantity breaks, out of stock lines, back orders and on hold accounts. Totals are reconciled before live orders flow.

Support and improve

Monitor the sync after launch, clear failed records, handle server and network changes and keep the connection working through Exo, plugin and platform updates. Improvements follow what staff and customers find in daily use.

Questions

MYOB Exo integration questions, answered.

Debtor accounts, price levels and contract prices, stock on hand, product data, sales orders, invoices and payments. Which of these move, and in which direction, is agreed in scoping.

Yes. Logged in customers are matched to their Exo debtor account, so they see their price level, contract prices and quantity breaks, and orders return to Exo at the same price.

Stock on hand is read from Exo on a schedule that suits the business, often every few minutes, with an optional live check at checkout for fast moving lines.

We are platform agnostic. The connection is built on whatever the website already runs on, through the Exo API or a middleware layer, with rules shaped to the business.

No, it is the normal case. We agree a secure way for the website to reach Exo, such as a restricted connection or middleware, and design the sync to tolerate the server being offline for maintenance.

Yes. We review the mapping, timing and failure handling, fix what is causing double handling or wrong prices and replace the middleware where it cannot meet the rules of the business.

Start a conversation

Talk to us about your MYOB Exo integration.

Connecting a new trade portal, fixing a sync that keeps dropping or adding Exo to a website that already runs the business?