Order Sync

Order Sync pushes each Shopify order into MYOB AccountRight, choosing the customer, tax codes, and (optionally) payment to apply along the way.

Sales Order or Invoice

Syncing to decides what InSyncer creates in MYOB — a Sales Order or an Invoice. Line items, tax, freight, the customer, and order comments are built identically either way; the only difference is the document type created in MYOB. InSyncer doesn’t convert one into the other later, so choose the one that matches how your team processes orders in MYOB day to day.

Document numbering

By default, InSyncer writes its own document number: SH-{Shopify order number}, capped to 13 characters, and leaves MYOB’s Customer PO Number field blank.

Turn on Use MYOB’s next invoice/order number to flip this: MYOB assigns its own next sequential document number, and the Shopify order number is written into the Customer PO Number field instead.

Keep Customer PO Numbers unique when using MYOB’s own numbering

In this mode, InSyncer finds an order’s MYOB document again (for updates, refunds, and payments) by looking up its Customer PO Number. If more than one MYOB document ends up sharing the same Customer PO, InSyncer can’t tell them apart and the order fails to sync with an error asking you to fix the duplicate in MYOB first.

Customer contact assignment

Customer contact assignment decides which MYOB customer card an order is billed to. None of these modes create ambiguity silently — if a required ID is missing, the order errors rather than guessing.

Sync by currency — one shared MYOB customer per order currency, set in the Currency Contact Mapping table. An order in a currency with no mapping falls back to your Default ID. There’s no special handling for B2B orders in this mode; they’re resolved by currency like any other order. If you’re on MYOB AccountRight Premier and selling in more than one currency, see Multi-Currency for the full picture — routing by currency, exchange rates, and refunds.

Sync by default Display ID & company ID — every order uses one shared Default ID, except B2B company orders, which use the Shopify order’s Company ID instead.

Set your B2B Company ID to the matching MYOB Customer DisplayID

In Shopify, each B2B Company has its own Company ID field — set it to that customer’s MYOB Customer DisplayID (e.g. CWCOMPANY1) so InSyncer can find the right card. A company with no Company ID set will fail to sync.

Map customer to individual debtor account — each Shopify customer gets matched (or created) as their own MYOB customer card, reused on every later order from the same person:

1. Reuse a previously matched card, if one’s on record
2. Reuse a card linked earlier via the customer’s Shopify metafields
3. Match by MYOB Customer DisplayID = Shopify customer ID
4. Match by email
5. Create a new MYOB card automatically — as a Company card if the order carries B2B/company details, otherwise as an Individual
6. If none of the above resolve (for example, a guest checkout), fall back to your configured Fallback Display ID — or error if none is set

Tax handling

Use tax inclusive for MYOB sales orders forces every order’s MYOB document to tax-inclusive pricing, converting exclusive Shopify totals so they still add up correctly. Turn it off to let each order follow its own Shopify tax setting — and set Tax Code for Tax-Exclusive Orders to apply one specific MYOB tax code to every line on exclusive orders.

Where no order-wide tax code applies, each line’s tax code is matched from its Shopify tax line — by exact title, then by country (NZ/AU → GST, UK → VAT, and so on), then by matching rate — falling back to your MYOB default sales tax code if nothing matches.

Payments

Turn on Sync Payments to have InSyncer create a matching MYOB customer payment against each order’s document, for the full order total. The payment account is chosen in this order: a PayPal-specific account (if the transaction gateway is PayPal), a per-currency account mapping, then your Default Payment Account. If none of those resolve to a valid account, InSyncer looks for a bank-type account automatically rather than failing outright.

Some marketplace channel orders skip payment sync

Orders placed through certain third-party marketplace channels are left with an open invoice in MYOB rather than auto-paid, so your team can reconcile those payments manually.

Sync-to-app-only mode

Turn on Sync Sales Orders to app only to import Shopify orders into InSyncer without pushing anything to MYOB yet. Useful for checking that orders are being read and mapped correctly before turning on the real MYOB push.

Backfill control

Start syncing orders from this date & time stops older orders from flooding into MYOB the first time you turn order sync on — only orders placed on or after that date/time sync. Once scheduled sync has run at least once, later runs pick up from the last successful run automatically instead.

Schedule

Order sync runs on a fixed one-minute schedule once enabled — there’s no separate frequency choice, and no incremental/full split like Stock Sync has.

Order sync settings at a glance

Most order sync settings live in two places in Shopify admin:

• Sync Settings → General Settings — master on/off switches for order sync, payment sync, and refunds
• Sync Settings → Order Sync — sync target (Sales Order or Invoice), document numbering, customer contact mode, tax handling, per-currency payment accounts, and app-only/backfill controls

The Orders page shows every order InSyncer has seen from Shopify, its sync status, and any error detail. The Refunds page is the equivalent for refund records.

Failed orders

Transient MYOB errors (timeouts, rate limits, temporary server errors) are retried automatically once. Anything else — a validation error, a missing customer, a duplicate document — is shown on the Orders screen with a View error button and a per-order Sync to MYOB button to retry once it’s fixed. If you’ve set up error notification emails, a failing bulk run sends one rather than staying silent.

Troubleshooting

Order fails with “item not found” or similar — the most common cause is a Shopify variant SKU that doesn’t exactly match a MYOB item number. Check the SKU on the Shopify product and the Item Number in MYOB; they must match character-for-character.

Refund won’t sync — a refund can only push once its original order is already in MYOB. If the order failed or hasn’t synced yet, fix that first, then retry the refund from the Refunds page.

BOM / Auto-Build

If BOM / Auto-Build is on, an order for a component-built item first triggers the MYOB build it needs. If a component is short, the order isn’t sent to MYOB at all, so accounts never show a sale you can’t fulfil.