Order Push
Order Push sends Shopify orders into MYOB Exo as sales orders, so picking, invoicing, and financials all happen in Exo.
How it works
Section titled “How it works”On each run, InSyncer:
- Reads new Shopify orders placed on or after the start date you set at go-live
- Chooses the Exo customer account for the order
- Creates the sales order in Exo
- Tags the Shopify order with the Exo order number —
MyobOrderNbr: 12345
That tag is your confirmation. An order with no MyobOrderNbr tag has not reached Exo.
Which Exo account the order lands on
Section titled “Which Exo account the order lands on”InSyncer can use the company linked to a B2B order, an Exo account saved for the Shopify customer, an account chosen by currency, a default account, or a new account for each customer. Contact us to set up the right option for your store.
Order settings
Section titled “Order settings”We set up the shape of each sales order during onboarding. This covers the branch and stock location the order is assigned to, whether orders are created as quotes or live orders, field mappings for the order reference and delivery instructions, and how the delivery address is written. Contact us if any of these need to change.
Line items
Section titled “Line items”Shipping needs somewhere to go in Exo. We set this up for you during onboarding.
We configure how tax is applied during onboarding. Confirm the tax behaviour against a real order before go-live.
After the order reaches Exo
Section titled “After the order reaches Exo”Two things can flow back:
- InSyncer fulfils the Shopify order when the Exo sales order is dispatched, carrying the tracking number back. You can choose whether Shopify emails the customer at that point.
- Payment transactions from Shopify can be pushed into Exo for stores that reconcile payments there.
When an order does not appear
Section titled “When an order does not appear”- Check the Shopify order for a
MyobOrderNbrtag. No tag means no Exo document. - Check the order date against your go-live start date. Orders before it are ignored by design.
- Check the line SKUs against Exo stock codes. A missing or blank SKU causes Exo to reject the whole order — see SKU matching above.
- Check that the branch and location we set up during onboarding still exist in Exo.
Still stuck? See Troubleshooting.