Quick Answer
The Synergy Enterprise MYOB Business integration bridges your project management and accounting workflows by utilizing Zapier & Make (no native integration). Connecting Synergy Enterprise with MYOB Business allows businesses to automatically sync project invoices and client expenses directly into their accounting ledger to eliminate manual data entry. This setup is ideal for operations and finance teams looking to maintain financial accuracy without double-handling data.
Synergy Enterprise vs. MYOB Business: Overview
| Category | Synergy Enterprise | MYOB Business |
|---|---|---|
| Category | Project Management | Accounting |
| Starting Price | $45 per user/month, billed annually (Professional plan) | $30 per month, billed monthly (Pro plan) |
| Core Features | Project accounting and budgeting, Resource planning and scheduling, Client relationship management, Document management system, Timesheet and expense tracking | Invoicing and expense tracking, Bank feeds and reconciliation, Payroll and single touch payroll, GST and tax management, Financial reporting dashboard |
| Role in This Integration | Acts as the source of truth for project data, invoices, timesheets, and client expenses. | Acts as the target ledger for processing accounts, financial reporting, and tax management. |
Why Connect Synergy Enterprise and MYOB Business
Operations and finance teams often face administrative bottlenecks when project data lives in one platform and financial records live in another. By bridging these two distinct systems through middleware, organizations can streamline billing cycles and ensure complete alignment between project output and financial accounting. Automatically transferring project records ensures that billable items are accounted for immediately, reducing human error, speeding up month-end reconciliation, and eliminating the administrative drag of double-handling data across disparate platforms.
Step-by-Step Setup Guide
Step 1: Review Prerequisites and Accounts
Before configuring your middleware, ensure you have active accounts for both platforms. You will need administrative access to Synergy Enterprise and MYOB Business to generate API keys, authorize tokens, and map data fields securely.
Step 2: Set Up the Connection via Zapier & Make
Because there is no native integration between the two platforms, you will use Zapier & Make (no native integration) to build your automated workflows. Log into your chosen automation platform, create a new scenario or zap, and connect your Synergy Enterprise account as the trigger app. Next, connect your MYOB Business account as the action app using your administrative credentials to authorize the connection.
Step 3: Define Triggers and Field Mappings
Configure your trigger event in Synergy Enterprise, such as when a new project invoice is approved or a client expense is submitted. Map the corresponding data fields—such as client names, invoice amounts, line items, and tax codes—to the appropriate input fields in MYOB Business to ensure your accounting ledger receives clean, structured data.
Step 4: Run a Live Test
Create a test invoice or expense entry inside Synergy Enterprise and execute your automation workflow. Check your MYOB Business account to verify that the record populates correctly without formatting errors or missing metadata.
Step 5: Go Live and Monitor
Enable your automation workflow for routine daily operations. Periodically check your automation run history to catch any API rate limits, authentication timeouts, or unmapped custom fields early.
Common Troubleshooting Issues
Authentication or Token Expiration
- Symptom: Your automated workflows stop running and error logs report authorization failures.
- Likely Cause: The security token linking your automation platform to Synergy Enterprise or MYOB Business has expired or been revoked.
- Fix: Re-authenticate both app connections inside your Zapier or Make dashboard and regenerate any required API credentials.
Line Item Tax Mismatch
- Symptom: Invoices sync successfully, but tax totals or GST calculations do not align in your ledger.
- Likely Cause: Tax codes configured in Synergy Enterprise do not match the corresponding tax identifiers required by MYOB Business.
- Fix: Update your field mapping step to explicitly translate each Synergy tax category into its exact MYOB Business equivalent.
Duplicate Entries
- Symptom: The same project expense appears twice in your MYOB Business ledger.
- Likely Cause: Multiple automation triggers were fired simultaneously, or a manual entry duplicated an automated sync.
- Fix: Implement unique identifier checks or invoice number matching filters in your automation setup to prevent duplicate record creation.
Missing Custom Fields
- Symptom: Project tracking codes or specific billing notes fail to transfer over to the accounting platform.
- Likely Cause: The automation mapper is not configured to pass custom metadata fields between the source and target apps.
- Fix: Update your mapping schema to include optional custom fields, ensuring all required metadata is packaged in the payload.
Frequently Asked Questions
Does Synergy Enterprise integrate natively with MYOB Business?
No, there is no direct out-of-the-box integration between these two platforms. Instead, businesses connect them using third-party automation tools like Zapier & Make (no native integration) to automate data synchronization.
How much does Synergy Enterprise cost for project management teams?
Synergy Enterprise starts at $45 per user/month, billed annually (Professional plan). Keep this pricing structure in mind when scaling your user base across project teams.
What is the monthly cost of MYOB Business for small business accounting?
MYOB Business starts at $30 per month, billed monthly (Pro plan). This baseline cost provides access to core accounting features, invoicing, and bank reconciliation.
How do project invoices sync between the two platforms?
Using Zapier or Make, you can configure a trigger when an invoice is finalized in Synergy Enterprise. The automation tool then formats that data and creates a corresponding invoice record inside MYOB Business.
Can I sync client expenses as well as invoices?
Yes, you can configure your automation workflows to handle multiple record types. Connecting Synergy Enterprise with MYOB Business allows businesses to automatically sync project invoices and client expenses directly into their accounting ledger to eliminate manual data entry.
Get Started with Your Tools
Ready to streamline your project accounting and operations? Explore the platforms today:
- Try Synergy Enterprise
- Try MYOB Business
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