How to create a Customer in MYOB EXO from Legrand CRM
Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select...
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MYOB EXO Integration
How-to articles for MYOB EXO Integration.
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How to link a Legrand CRM Company to an existing Customer in MYOB EXO
If you have separate records in Legrand CRM and MYOB EXO for the same customer, you can link the two... -
How to send Contact changes and new Contacts to MYOB EXO
When you link a Legrand CRM Company to an MYOB EXO account, you can easily send any contact changes and... -
How to retrieve a financial summary for an MYOB EXO Customer in Legrand CRM
MYOB EXO Accounting Summary Go to the Companies module and select a company. Users with permission should be able to... -
How to convert a Legrand CRM Quote into an MYOB EXO Sales Order
Prerequisites Before you convert a Legrand CRM Quote into an MYOB EXO Sales Order, ensure that: The Company in Legrand...
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