MYOB AE / AO - fields that sync to Nimbus

Where does the information come from?

The following outlines where Nimbus pulls the data from MYOB AE to populate the Nimbus Client / Contact information.

Nimbus	MYOB AE
Client Code	Main tab / Client Code
Name	Client Name
Entity Type	Edit Client Detail / Contact Type
Responsibility	Responsibility tab / Partner
Group Name	Family Group
Phone	Business Phone
Fax	Business Fax
ABN/ACN	ABN
Postal	Main tab / Address
State	Main tab / State
County	Main tab / Country
Postcode	Main tab / Postcode

Nimbus

MYOB AE

Nimbus Custom Fields must be setup within Templates / Client Templates / Custom fields with the name of the field identical to the field in

MYOB AE

MYOB AE uses Extra Lists and Extra Fields

Nimbus	MYOB AE - Use the Associated Contacts
First Name	Contacts / Name
Surname	Contacts / Name
Email	Contacts / Email Address
Salutation	Contacts / Salutation
Phone	Contacts / Phone Number
Mobile	Contacts / Mobile
Contact Type	Contacts / Position field if not used for any other reason
Folder Access flag	Contacts / Automatically enabled if Primary Contact or Position of Nimbus
Folder Read/Write flag	Contacts / Automatically enabled if Primary Contact or Position of Nimbus

Nimbus	MYOB AE
First Name	Client Entity / First Name
Surname	Client Entity / Last Name
Email	Client Entity / Email Address
Salutation	Only available if a Contact is added to the Client Entity
Phone	Client Entity / Phone
Mobile	Only available if a Contact is added to the Client Entity
Contact Type	Automatically set as Client
Folder Access flag	Automatically set enabled
Folder Read/Write flag	Automatically set enabled