Next Steps: Connect Open Pantry to MYOB (MYOB Business / AccountRight)

This guide explains how Open Pantry and MYOB work together, what gets synced, how products/customers are matched, and what we need from you to go live.

How Open Pantry + MYOB work together

Open Pantry is your operational source of truth for:

• Products (SKU / pack size / descriptions)
• Customer-specific pricing and price tiers
• Ordering workflow and order history

MYOB remains the financial system of record for:

• Sales invoices and accounting reports
• Revenue coding (income accounts/categories) and tax reporting

Payments: Open Pantry manages payments. MYOB is used for the accounting record of the sale (and any reconciliation you choose to do there).

Seeding Your Integration (recommended first step)

If you already have customers and/or items in MYOB, seeding helps avoid duplicates and speeds up matching.

What we can seed:

Option A — Seed Open Pantry from MYOB

• Pull existing Customers/Contacts from MYOB
• Pull existing Items / Products & services from MYOB

Option B — Seed via export

• You export customers/items from MYOB and we use that to align matches

In MYOB Business, contacts and items are created from the Create menu (e.g., Create → Contact / Create → Item). myob.com+1

Accounts Mapping (Income Categories / GL)

In MYOB Business the chart of accounts is managed as Categories (Chart of accounts) (Income, Cost of Sales, Expense, etc.). myob.com

Default mapping

By default, exported sales will OP will find an Income account named 'Sales'.

If you want your existing GL structure

If you want Open Pantry mapped to specific categories (e.g., freight to a separate income category, different categories by product group), tell us what you want and we’ll configure the mapping.

Tax Mapping (GST, Tax-free / Non-taxable, Freight)

MYOB uses Tax codes / GST codes. In MYOB Business, you manage these under Accounting → Tax codes. myob.com

What we map:

• Your default taxable code (e.g., GST)
• Your tax-free / non-taxable code (commonly “N-T”, but confirm what your file uses)
• Freight tax treatment (taxable vs non-taxable)

When items are imported/created, MYOB requires the “Tax Code When Sold” to match a pre-existing tax/GST code in your file. myob.com

If you already have “taxable” and “tax-free” set up in MYOB, we’ll map Open Pantry products accordingly (and we’ll ask you to confirm the exact codes to use).

Product Matching (Open Pantry → MYOB Items / Products & Services)

Open Pantry matches each Open Pantry product to an existing MYOB item using this hierarchy:

1. Previously linked MYOB Item UID/ID (most reliable)
2. SKU / Item ID (recommended — stable unique identifier)
3. Exact name match (fallback)
4. If no match → Create the item in MYOB (if auto-create is enabled)

In MYOB Business, items include an Item ID (unique identifier) and can be created via Create → Item, and edited under Products & services. myob.com+1

Customer Matching (Open Pantry → MYOB Customers / Contacts)

Open Pantry matches customers using this hierarchy:

1. Previously linked MYOB Customer/Contact UID/ID
2. Email match (if present and unique)
3. Customer number / account code (if used)
4. Exact name match
5. If no match → Create the customer/contact in MYOB (if auto-create is enabled)

In MYOB Business you can add customers via Create → Contact and choosing Customer. myob.com

Orders Exported to MYOB (Sales Invoices)

Open Pantry exports orders into MYOB as Invoices (sales invoices). MYOB supports creating invoices (and also quotes/sales orders depending on setup). myob.com

After export:

• The invoice exists in MYOB for accounting/tax reporting
• You can choose whether you also send invoices/statements from MYOB (optional)

Product Sync Timing (24-hour Check + Immediate on Invoicing)

• Open Pantry checks for new products added in Open Pantry and pushes them to MYOB every 24 hours.
• If an order is being exported to MYOB and it includes a product that MYOB doesn’t have yet, we will create/update what’s needed as part of the invoice export, so the invoice can be pushed through earlier than the 24-hour cycle.

What We Need From You (MYOB Setup Checklist)

Please send:

1. Which MYOB you use: MYOB Business or AccountRight
2. Default sales income category (name + code, e.g., “200 Sales”)
3. Your tax codes to map:
   • Taxable sales code (e.g., GST)
   • Tax-free / non-taxable code (e.g., N-T — confirm)
   • Freight tax code (if different)
4. Auto-create preferences:
   • Auto-create missing items in MYOB? Yes/No
   • Auto-create missing customers in MYOB? Yes/No
5. Any special mapping rules (freight category, discounts, product-group income categories)

Go-live Checklist

• ✅ Seeding completed (if needed)
• ✅ Tax codes + income category confirmed
• ✅ Test export with 1–2 orders
• ✅ Confirm:
  • correct customer match/creation
  • correct item match/creation
  • correct taxable vs tax-free behaviour
• ✅ Go live