Integrating Birdeye with MYOB
MYOB is an Australian bookkeeping, tax, and accounting software company designed for various businesses, large and small, to help them manage multiple accounting processes. It offers a range of products, including essentials payroll, MYOB essentials, and MYOB account rights, which is ideal for various businesses. Businesses can use MYOB to manage accounts for different stakeholders. Integrating MYOB with Birdeye will automate the process of sending out review requests to customers on a daily basis.
Once MYOB CRM is integrated with Birdeye, Birdeye will pull client information from MYOB CRM once daily. Birdeye collects your client's first name, last name, email address and phone number and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from MYOB using some predefined triggers. As part of the integration process, you will need to ask the business for its preference. After completing the integration, requests will be sent based on the configured trigger(s). Here are the supported triggers for MYOB:
|
Trigger Display Name |
Trigger Description |
MYOB Sales Orders Trigger |
This trigger is used to fetch customer data based on the sales orders. |
MYOB Paid Invoices Trigger |
This trigger is used to fetch customer data based on fully paid invoices. |
MYOB Created Invoices Trigger |
This trigger is used to fetch customer data based on created invoices. |
To set up the initial part of the integration with Birdeye, please contact the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the Birdeye technical support team sets up the initial integration, you can log in to your Birdeye account to complete the integration process.