So, you're ready to connect Coordinoter to MYOB and make your life a whole lot easier? Excellent choice! Let's walk through the process of linking these two powerful tools so your invoices can sync seamlessly.
What is oAuth and How Does It Work?
Before we dive into the nitty-gritty, let's chat about oAuth. In simple terms, oAuth is a secure way for one application to access another without sharing passwords. Think of it as a digital handshake where Coordinoter asks MYOB for permission to access your data. MYOB then provides access tokens, which Coordinoter uses to sync your invoices. These tokens are refreshed periodically to maintain secure communication.
API and Webhooks
APIs (Application Programming Interfaces) and Webhooks are the behind-the-scenes magic that make this integration possible. APIs allow Coordinoter and MYOB to communicate, while Webhooks ensure that any changes in your invoice data are instantly updated across both platforms. It's like having a super-efficient postal service that never loses a letter!
Step-by-Step Guide to Connecting Coordinoter to MYOB
1. Open Coordinoter: First things first, log in to your Coordinoter account.
2. Navigate to the Business Portal: Click on the Business Portal section in your dashboard.
3. Manage Integrations: Once you're in the Business Portal, find and click on Manage Integrations. Alternatively, you can just click [here].
4. Connect to MYOB: Look for the Connect to MYOB button and give it a click. This initiates the oAuth flow.
oAuth Flow: You'll be redirected to MYOB's login page. Enter your MYOB credentials securely.
Token Request and Exchange: After logging in, MYOB will ask if you want to grant Coordinoter access. Approve this request, and MYOB will send access and refresh tokens back to Coordinoter.
Redirection: Once the tokens are exchanged, you'll be redirected back to Coordinoter with a success message.
5. Syncing Invoices: Voilà! Your invoice batches created in Coordinoter will now sync automatically with MYOB. Just a heads-up: invoices created before setting up this integration won't be synced. So, if you want all your invoices in MYOB, set up the integration first.
Troubleshooting
If you encounter any errors during the connection process, don't panic. Simply hit the help icon at the bottom right of your screen for real-time assistance.
And there you have it! Connecting Coordinoter to MYOB is as easy as pie. Now go ahead and enjoy the seamless syncing of your invoices. Your future self will thank you!