Before You Begin:
Before connecting MYOB, ensure:
- Your organisation is on a Momentum of Performance plan
- You have access to the Simpro organisation you want to connect.
- You have sufficient permissions within Simpro to authorise integrations.
- Your BCB account has been created and onboarded.
Connect MYOB:
Step 1. Open the Integration Centre
Navigate to: Setup -> Integration Centre
Step 2: Select Simpro
Locate the Simpro Integration card and select Connect
Step 3: Sign into Simpro
You will be redirected to Simpro. Log in using the account connected to the organisation you wish to use
Step 4: Grant Access
Review the permissions requested and authorise the connection.
Once approved, you'll be returned to BCB.
Running Your First Sync
Once MYOB has been connected:
1. Open the Integration Centre
2. Locate MYOB
3. Select Sync Now
The first sync may take longer than future syncs as BCB imports your accounting information for the first time.
What Happens After Syncing?
After syncing completes, your Simpro information becomes available throughout BCB.
Depending on your data, you may see:
- Quotes appear in Quote Register
- Jobs appear in Work in Progress (WIP)
- Categories become available for forecasting
- Contacts become available throughout the platform
Once your Simpro data has been synced successfully, information from Simpro will begin appearing throughout the platform.
Quote Register
Quotes imported from Simpro may appear within the Quote Register and provide visibility into future opportunities.
Categories
Imported categories become available for reporting and forecasting activities.
Scenario Modelling:
Operational information imported from Simpro can be used when evaluating future business decisions and scenario outcomes.
What You'll See in BCB
Once your Simpro data has been synced successfully, information from Simpro will begin appearing throughout the platform.
Quote Register
Quotes imported from Simpro may appear within the Quote Register and provide visibility into future opportunities.
Categories
Imported categories become available for reporting and forecasting activities.
Scenario Modelling
Operational information imported from Simpro can be used when evaluating future business decisions and scenario outcomes.