Pulling data from MYOB Practice Management into forms

The MYOB Practice Management Integration will help you save time and reduce human error when creating documents on the NowInfinity platform.

To create a document, navigate to Menu > Create Document.

Select the document you would like to create and the document will open.

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To import data from MYOB Practice Management into the form click on the box icon > click the MYOB Practice Management Integration icon. This will pull through the details for the company that are stored on MYOB Practice Management and prefill them into the form.

Search for the company’s name, and click on Select.

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The information will then automatically populate into the form. Below are details that will be pulled from MYOB Practice Management:

  • Company Name
  • ACN
  • Registered Address

Note: The MYOB Practice Management integration will pull data for companies and individuals.

Data that can be pulled for Individuals are the following:

  • Name
  • Registered Address
  • Date of Birth (DOB)

Data that can be pulled for companies are the following:

  • Company Name
  • ACN
  • Registered Address
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