How the CONNECT Button Handles Existing Matching MYOB Entries

Updated 1 year ago by Niall Clifford

Overview

When a Maximizer Address Book Entry is connected to a MYOB entry, you will see that the Maximizer UDF “MYOB/MYOB ID” is filled in. This UDF contains the connected MYOB entry’s record ID.

During the initial CONNECT process; the program will use the following searches to see if it can find an existing matching record on the MYOB side:

  • For a Company entry: if an MYOB entry has the same Company Name as the Maximizer entry

  • For an Individual entry: if an MYOB entry has both the same First Name and Last Name as the Maximizer entry

  • For a Contact entry: if an MYOB entry has both same First Name and Last Name as the Maximizer entry

Scenarios:

If the search finds exactly ONE MYOB record, the MYOB record will be linked to the Maximizer Address Book Entry.

If the search finds more than ONE MYOB record, an error will be returned.

If the search cannot find any matching MYOB record, a new MYOB record will be inserted using the field values from the Maximizer Address Book Entry.


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