Requirements
- The target client must add you as an admin to their MYOB business company. This account type is required to approve the connection to Crunchafi Data Extraction.
- If logging into the system directly is not an option, consider generating a secure URL to share with your client for data collection.
Data Collection & Direct Connection
1. Start a new data collection from the workspace.
2. Select Connect to accounting system and click Next.
3. Choose Connect directly on the right side as the connection method and click Next.
4. Choose your collection parameters and click Next.
- Collect data through: Specify the end of the period for your data. Defaults to the current date, but you can click on the calendar icon to choose the previous month, day, and year or type the date in MM/DD/YYYY format.
- Collection period: Defaults to collect the fiscal year to date plus 2 more fiscal years. Hover over the field and use the up/down arrows at the far-right to change the number of additional fiscal years, or choose the Fiscal year to date only option, if applicable.
- Basis of accounting: Leave this as Accrual unless Cash applies in your scenario and is supported by your accounting system. If it is not supported, Crunchafi defaults to the available basis and flags it in the output.
- Anonymize customers and vendors: If you prefer to anonymize your customer and vendor data, select this option.
5. Confirm and/or update the types of data you want to include in your collection (i.e., Financial Statements, Transactions, Accounts Payable, and Accounts Receivable). All options are selected by default. Click Next.
💡TIP
You can choose to include or not include financial statements and/or transactions, especially if the company you are connecting to has a large volume of data that may slow down workbook production.
6. Select MYOB Business and click Next.
7. Click Connect to log into MYOB.
8. Enter your credentials on the MYOB login page.
9. Select which entity or entities you would like to give Crunchafi Data Extraction access to and then click Continue.
10. Follow the instructions in the pop-up to link your company User ID to your my.MYOB online account to enable secure access to your company file and grant access to Crunchafi Data Extraction.
11. Click Allow access when prompted to confirm Crunchafi Data Extraction as an authorized application.
Next Steps
The workspace list will show that the import is in progress.
Once completed, you will see a success message and a link to the appropriate collection details page where you can download the completed workbook(s).
