Fields that integrate from MYOB Advanced Professional Services to MYOB AE/AO

This page lists all the fields that integrate from MYOB Advanced Professional Services to MYOB AE/AO.

Employee details

MYOB Advanced Professional Services	MYOB AE/AO	Details	Field size
n/a	Title	Not populated in AE/AO
First Name	First		50
Middle Name	n/a	There is no middle name field in AE/AO	50
Last Name	Last		50
n/a	Mailing Name	Generated by AE/AO
n/a	Initials	Generated by AE/AO
Employee Ref No	Code (Employee code)	In Advanced, the Employee Ref no field is populated, not the Employee ID. Note: Don't change employee codes.	PM Plus sites =8 Integrated AC3 = 4
Partner	n/a	Setup the Partner under Maintenance in AE/AO.
Manager	n/a	There is no Manager flag in AE/AO for employees.
Phone1 Home	n/a
Phone2 Cell	n/a	If there are multiple entries in business, only the first entry will integrate.
Phone 3 Business 1	n/a	If there are multiple entries in business, only the first entry will integrate.
Fax – Home Fax	n/a	If there are multiple entries in business, only the first entry will integrate.
Email	Email	This field integrates into the Personal page in AE/aO
Web	n/a
Employee Class	n/a
Branch	Company	For a new branch in Advanced, it will integrate the company name into AE, For existing companies it defaults to the first internal ID in Advanced. Note: AO allows only 1 Company	50
Branch ID	Office	Integrates from the from branch id of the branch (company)	50
Department	Department	Department will be created in AE/AO under Maintenance after it has been added to an employee.	50
Address Line 1	n/a
Address Line 2	n/a
City	n/a
Country	n/a
State	n/a
Post Code	n/a
Date of Birth	n/a
Gender	n/a
Marital Status	n/a
Spouse/Partner Name	n/a
ACTIVE/INACTIVE	Inactive box ticked or unticked	Note: my.myob login will not be added or removed. You'll need to add my.myob details.

Customers/Clients details - Individuals

MYOB Advanced Professional Services	MYOB AE/AO	Details	Field size
Account Info
Customer ID	n/a	In MYOB Advanced, Ext Ref Nbr field is integrated as client code in AE/AO
Partner	Partner	In the Responsibility tab, if you add an end date for a partner, the system will integrate the new start date and end date on the old partner. Note: This will not happen if the end date and the new start date are changed on the same day as the original partner
Manager	Manager	Team in the Responsibility tab
Customer Status	Close Client	The client will be closed the client regardless of the WIP/Debtor balance but the assignments/jobs will not be closed.
Entity Type	Type
Title	Pref		50
First Name	First Name		50
Middle Name	Middle Name		50
Last Name	Last Name		60
n/a	Suffix
n/a	Mailing Name	Created by AE/AO automatically
n/a	Initials	Created by AE/AO automatically
n/a	Salutation
Date of Birth	D.O.B		10
Date of Death	D.O.D		10
Gender	Gender		1
Additional Account Info
Business 1	Addresses tab
Home	Addresses tab
Cell	Addresses tab
Fax	Addresses tab
Account Email	Addresses tab
Web	n/a
Ext Ref Nbr	Client Code	Note: Don't change the client code, otherwise a new client will be created in AE/AO
Account Address
Address Line1	n/a
Address Line 2	n/a
City	n/a
State	n/a
Post Code	n/a
Country	n/a
Primary Contact
Name – First/Last	n/a
Job Title	n/a
Email	n/a
Business 1	n/a
Cell	n/a

Tax Settings
Is Tax Client	n/a
Lodgement Due Date	n/a
TFN	TFN	Integrates into the Main tab in AE/AO
ABN	ABN	Integrates into the Main tab in AE/AO
Other Settings
Office	Company & Office	Both the Company & Office fields are integrated
n/a	Department	Department is available only for employees

Customers/Clients - Organisations - other than Individuals

MYOB Advanced Professional Services	MYOB AE/AO	Details	Field size
Account Info
Customer ID	n/a	In MYOB Advanced, Ext Ref Nbr field is integrated as client code in AE/AO
Partner	Partner	In the Responsibility tab, if you add an end date for a partner, the system will integrate the new start date and end date on the old partner. Note: This will not happen if the end date and the new start date are changed on the same day as the original partner
Manager	Manager	Team in the Responsibility tab
Customer Status	Close Client	The client will be closed the client regardless of the WIP/Debtor balance but the assignments/jobs will not be closed.
Entity Type	Type	(For PM Plus sites) There are 9 Contact Type values Individual, Company, Trust, Partnership, Fund, SMSF, Local Body, Non Profit Organisation, Other Organisation. Note: Some sites have non-Standard values. (For Integrated sites) there are 2 Contact Type values - Person, Organisation	50
Account Name	Main Name / Pre Name	Account Name is split into Main Name and Pre Name. The first 60 characters populate Main Name and the next 50 characters are populated into Pre Name. Any remaining characters are truncated.	60 / 50
n/a	Mailing Name	Created by AE/AO automatically
Additional Account Info
Business 1	Addresses tab
Home	Addresses tab
Cell	Addresses tab
Fax	Addresses tab
Account Email	Addresses tab
Web	n/a
Ext Ref Nbr	Client Code (within AE/AO)	Note: Client Code cannot be changed Otherwise it will create a new client in AE/AO	Max 10 (PM Plus integration) Max 7 (Integrated sites)
Account Address
Address Line1	n/a
Address Line 2	n/a
City	n/a
State	n/a
Post Code	n/a
Country	n/a
Primary Contact
Name – First/Last	n/a
Job Title	n/a
Email	n/a
Business 1	n/a
Cell	n/a

Tax Settings
Is Tax Client	n/a
Lodgement Due Date	n/a
ABN	ABN	Main tab
ACN	ACN	Main tab

Family groups

MYOB Advanced Professional Services

MYOB AE/AO

Details

Field size

Family Group ID

Family Group Code

Not displayed in AE/AO

Family Group Name

Family Group

Integrates to the Main tab of the client and to the

Family Group under Maintenance menu.

100

Partner

n/a

Addresses

MYOB Advanced Professional Services	MYOB AE/AO	Details	Field size
General	n/a
Billing	n/a
Postal	Postal	Select the tickbox to integrate	50
Business	Business	Select the tickbox to integrate
Residential	Home	Select the tickbox to integrate
Registered Office	Registered Office	Select the tickbox to integrate
Other	n/a

Other settings

MYOB Advanced Professional Services	MYOB AE/AO	Details	Field size
Office	Company & Office	Both the Company & Office fields are integrated
n/a	Department	Department is available only for employees

What doesn't integrate from MYOB Advanced to AE/AO?

Contacts are not integrated to AE/AO, only clients
Associations
Extra fields/extra lists