Building a Complete Shopify to MYOB Exo Integration

Executive Summary
> You must integrate MYOB Exo and Shopify to deliver a high-quality buying journey that customers expect

> InSyncer is a specialised integration tool between MYOB Exo and Shopify.

> Kilimanjaro Consulting’s team has developed additional enhancements alongside InSyncer to deliver an integrated, automated eCommerce workflow.

An online order may only take minutes for a customer to place, but it triggers processes across ecommerce, inventory, warehousing, and finance teams. If your Shopify eCommerce and MYOB Exo Business systems operate independently, it is your team that bridges the gap with manual data entry and duplicated effort. These manual processes are slow and error-prone, creating delays that can prevent you from delivering fast, seamless service that your customers expect.

Integrating Shopify and MYOB Exo allows information to flow between the storefront and the back office in real time. This reduces delays and gives every team access to accurate, up-to-date data.

Why integrate Shopify and MYOB Exo

Running a Shopify store should be a scalable arm of your business; a way to connect with customers on their terms and facilitate sales in a timely manner. eCommerce growth should not mean re-keying orders, updating stock by hand or maintaining pricing in two places.

MYOB Exo is a robust, powerful ERP system built for growing businesses in Australia and New Zealand. It is particularly strong for inventory-based businesses with complex distribution networks, multiple warehouses, and sophisticated supply chains. Shopify is the world’s leading eCommerce platform. It lets your customers browse a digital storefront through which they can seamlessly order and pay for your products and services.

With these two systems integrated, the stock levels and pricing data maintained in MYOB Exo are reflected and updated in Shopify in real time. Likewise, online orders finalised in Shopify move automatically into MYOB Exo for processing and fulfilment. This helps orders reach the warehouse sooner, especially at scale, without the delays and additional work caused by manual re-entry.

How to Achieve a Shopify MYOB Exo Integration with InSyncer

Although both MYOB Exo and Shopify support external integrations, neither contains an out-of-the-box connection that automatically understands how data from the other system should be processed. Instead, you require a specialised intermediary system to enable a real-time integration.

InSyncer is a native Shopify app that is built to integrate with MYOB Exo; it becomes the API-connected bridge between the two systems. With InSyncer, you can securely sync data between your Shopify platform and MYOB Exo, including:

• Retail and trade pricing, including debtor-specific pricing.
• Inventory and stock levels, including products across size/colour and other matrix variables
• Sales Order creation, including against unique, pre-existing debtors in MYOB Exo
• Product creation in Shopify using information in MYOB Exo
• Show MYOB Exo invoices in Shopify
• Manage and track payments and refunds

Customisations to Improve the InSyncer Integration

When online orders are collated by Shopify for payment, they appear in your bank account in one lump sum. The lump sum includes fees applied to transactions, which vary depending on the payment method selected (PayPal, Afterpay, Shopify, etc).  They can also be net of returns and refunds processed through Shopify.  This payout can require extensive manual reconciliations and transaction adjustments in MYOB Exo.

InSyncer maintains the detail of this transaction data and sends it through to MYOB Exo broken down. The Kilimanjaro Consulting team has developed a Shopify Reconciliation Utility that automatically links Shopify payouts to bank deposits and tracks payment provider fees. In MYOB Exo, you see a reconciliation screen that lets you reconcile a single payout rather than processing numerous individual transactions. This creates a complete audit trail from bank deposit through to payout, payment transaction, and sales order.  Through this enhanced integration, finance teams are able to reduce reconciliation effort while improving accuracy and visibility.

Best-Practice eCommerce Workflow

MYOB Exo excels at its customisation and integration with other systems, especially in partnership with specialised tools such as InSyncer. Using MYOB Exo as your single source of truth, you can create a completely integrated workflow for eCommerce businesses and expand the scope of your system:

• MYOB Exo as the source of truth for financial and inventory data
• InSyncer to connect to Shopify for real-time eCommerce processing
• eveXso to speed up processing in the warehouse
• Netstock to accurately reorder stock based on demand
• Phocas for accessible reporting to help sales prioritise stock and customers

Talk to us about other supply chain management tools that you need to integrate with MYOB Exo. Our team are experts in configuring MYOB Exo to meet your requirements, including our SynKit tool that allows connection to a range of systems that are not normally available for integration.

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What is CyberWorkshop?

CyberWorkshop is the developer of the InSyncer integration tool. They deliver InSyncer through a Software with a Service (SwaS) approach, combining proven software with hands-on implementation and ongoing support. As a Shopify Plus Partner and MYOB Premium Developer Partner, CyberWorkshop works alongside your MYOB partner and internal team to configure, test and launch a fully integrated ecommerce solution.

To explore how Kilimanjaro Consulting and InSyncer can better support your eCommerce requirements, talk to our team. Email nexus@kilimanjaro-consulting.com or call 1300 857 464 (AU) or 0800 436 774 (NZ).