When you link a Legrand CRM Company to an MYOB EXO account, you can easily send any contact changes and new contacts to MYOB EXO. Once you edit or add new contacts to a company, go to the ‘Accounting’ tab in the company record. Click on the drop-down menu and…

If you have separate records in Legrand CRM and MYOB EXO for the same customer, you can link the two records in Legrand CRM. Go to the Companies module in Legrand CRM to select the company. In the ‘Accounting’ tab, click on the drop-down menu and select ‘Link to existing…

Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in MYOB EXO’. Use the drop-down fields to select a Primary Group, Secondary Group and Sales Person. Click ‘CREATE’ to create a customer record…

Go to the administration settings and click Accounting > Import Sales Transactions. Select the first option to import all customer transactions since the specified date or select the second option to import transactions for a specific date range. Click ‘NEXT’ once you select an option and specify the date or…

You can import product and service definitions from MYOB EXO into Legrand CRM to create quotes and generate sales orders. Import Products & Services Go to the administration settings and select Accounting > Import Products to import product and services definitions from MYOB EXO into Legrand CRM. Use the filter…

Go to the administration settings and select Accounting > Import Customers & Suppliers. NOTE: You will need to connect to your MYOB EXO database to import Customers or Suppliers into Legrand CRM. Use the filter to show Customers or Suppliers. Click the checkbox to select or deselect records and click ‘NEXT’….

Go to the administration settings and click on Accounting > Edit Transfer Rules to define the transfer rules. You can edit the data mapping and transfer rules for the Direction of Updates, Postal Addresses, Delivery Addresses, Contacts, and Products.  Direction of Updates Select ‘Get update from MYOB EXO to Legrand CRM’…

Click the icon in the top left to open the administration settings and select Accounting > Configure Accounting Link. Select ‘MYOB EXO Business’ and enter your SQL Server and SQL Database name. Select an authentication type for database security. The ‘Windows Trusted Connection’ authentication does not require a separate user login…