MYOB Mappings

The following table outlines the default mappings when transferring data from Brevity to MYOB.

From Brevity	To MYOB

I. Client
a. Name	Company name
b. First Name	First Name
c. Last Name	Last Name
d. *Customer	Type
e. *true	IsIndividual
f.*0	Current Balance
g. Address	Address
h. Home Phone	Phone1
i. Mobile Phone	Phone2
j. Work Phone	Phone3
k. Fax	fax

II. Employee
a. Name	Company name
b. First Name	First Name
c. Last Name	Last Name
d. *Employee	Type
e. *true	IsIndividual
f.*0	Current Balance
g. Address	Address
h. Home Phone	Phone1
i. Mobile Phone	Phone2
j. Work Phone	Phone3
k. Fax	fax

III. Invoices
a. Invoice Number	Number
b. Invoice Date	Date
c. Invoice Date	PromisedDate
d. Client	Customer
e. Total amount	TotalAmount
f. Total amount	Balance Due Amount
g. Total tax	Total tax
*Services*	Line Items
h. Service Type Income Account	Income Account
i. Service Type Tax Code	Tax Code
j. Description (Service Type + Date)	Description
k. Service Total	Total

V. Timesheet
a. Start date	Start date
b. End date	End date
c. Employee	UID
Hours by Payroll Category	Lines
Award Rate	PayrollCategory
Service Date	Date
Total Hours	Hours
*false	Processed

VI. Payroll Categories
a. Name	a. Name
b. Type	b. Type
c. Regular rate multiplier	c. Regular rate multiplier

When importing information, we need to make sure that the required data are filled in order for the import to be successful.

You can connect your MYOB account with Brevity in order to import clients, employees, invoices and time sheets data or vice versa. In order to sync data, we go to Administration>Sync MYOB. Choose the data you would want to sync and it would transfer all information. All information from MYOB would now be found on Brevity.

The full specification details can be found using the link below:

http://help.myob.com/wiki/display/ar/Using+an+import+template#expand-3Importthepreparedtemplate

Field Mappings: MYOB to Brevity

The following table outlines the default mappings when transferring data from MYOB to Brevity.

From MYOB	To Brevity

I. From Client
a. UID	a. UID
b. Name	b. Name
c. Address	c. Address
d. Phone number	d. Phone number

II. From Employee
a. UID	a. UID
b. Name	b. Name
c. Address	c. Address
d. Phone number	d. Phone number

III. Payroll Category
a. Name	a. Name
b. Hourly details	b. Hourly details

IV. From Account
a. Name	a. Name
b. Number	b. Number
c. UID	c. UID

V. From Tax
a. Name	a. Name
b. Tax code	b. Tax code
c. UID	c. UID

The MYOB mapping section allows you to connect your instance to the online version of MYOB AccountRight (using the connect button in the top right) as well as change the default mappings between Brevity and MYOB AccountRight.

1. To sync data to and from your Myob account, there are predefined templates you can use so that the entity data is saved in correct tables and fields of your choice.

2. Select Client from the Mappings drop down list and click View/Change mappings.

3. You will be shown existing mappings for syncing Brevity Clients to Myob Contact.Customer entity.

4. See the areas a through f.

5. Mappings

a. Myob entity name: wherein MYOB the information will be imported to

b. Brevity Table: wherein Brevity the information will be imported from

c. Myob entity fields: fields available to import to in Myob

d. Brevity fields: available fields in Brevity

e. Primary Brevity entity: wherein Brevity the information will be imported from

f. Key fields: fields used to match records between systems during import

6. Steps to setup new mapping

a. Select primary entity from the dropdown list (e).

b. Select system entity (b), you will see that its fields will be auto populated in (d) dropdowns.

c. Map Myob entity fields with Brevity entity fields (c) --> (d), select appropriate fields from the list, also note that fields marked with are mandatory, while others can be skipped.

d. If for any reason you are not able to map Brevity field to Myob field, then there is optional static input field present besides (d), you can enter/select your static value and that will be used when data is synced.

e. Key fields act as primary fields that determine the uniqueness of the records while the data is synced so that there are no duplicate records in the system, these key fields are used to determine whether to update or insert record while the data is synced to/from Myob.

f. Save the mappings once all the fields are mapped.

g. You can return to this section anytime to modify the entity mappings.