Customers
This integration provides bidirectional customer synchronization between MYOB Acumatica and Zudello, enabling complete customer master data management across both systems.
Inbound Operation (MYOB Acumatica → Zudello)
📥 Direction: MYOB Acumatica → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Scheduled intervals
Customer information flows from MYOB Acumatica to Zudello, maintaining customer master data for sales and billing operations.
Field Mappings (Inbound)
| Zudello Field | MYOB Acumatica Field | Data Type | Notes |
|---|---|---|---|
| code | CustomerID.value | String | Customer code for display |
| legal_name | CustomerName.value | String | Legal name of the customer |
| trading_name | CustomerName.value | String | Same as legal name |
| tax_number | TaxRegistrationID.value | String | Tax registration identifier |
| status | Status.value | String | Converted to uppercase, defaults to "ACTIVE" |
API Configuration (Inbound)
Endpoint: MYOB Acumatica Universal API endpoint Customer
Method: GET
Authentication: MYOB Acumatica API authentication
Key Behaviours (Inbound)
- Efficient Syncing: To save time, the integration only syncs customers that are new or have been updated since the last check.
- Status Matching: A customer's status is synced from MYOB Acumatica. If the status is not 'ACTIVE', it will be set to 'INACTIVE' in Zudello.
- Name Syncing: Both the legal name and trading name in Zudello are populated from the Customer Name field in MYOB Acumatica.
- Matching: Customers are matched between the systems using their unique Customer ID.
Outbound Operation (Zudello → MYOB Acumatica)
📤 Direction: Zudello → MYOB Acumatica
🔄 Sync Type: Real-time
⏱️ Frequency: Transaction-based
Customer records are created in MYOB Acumatica from customer entities in Zudello, enabling complete customer master data management across both systems.
Header Field Mappings (Outbound)
| MYOB Acumatica Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| CustomerID.value | code | String | Customer identifier |
| CustomerName.value | legal_name | String | Customer legal name |
| CustomerClass.value | - | String | Hardcoded to "CUSTDFT" |
| Status.value | status | String | "COMPLETE" becomes "Active", others "Inactive" |
| BillingAddressSameAsMain.value | - | Boolean | Hardcoded to true |
| BillingContactSameAsMain.value | - | Boolean | Hardcoded to true |
| AutoApplyPayments.value | - | Boolean | Hardcoded to true |
| TaxRegistrationID.value | tax_number | String | Tax registration (optional) |
| CurrencyID.value | currency.code | String | Currency code, defaults to "AUD" |
| LocationName.value | locations[0].name | String | First location name (optional) |
| note | "Zudello ID " + uuid | String | Cross-reference to Zudello |
Email Configuration (Outbound)
| MYOB Acumatica Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| SendDunningLettersbyEmail.value | emails[0].email presence | Boolean | True if email exists |
| SendInvoicesbyEmail.value | emails[0].email presence | Boolean | True if email exists |
| SendStatementsbyEmail.value | emails[0].email presence | Boolean | True if email exists |
Contact Information (Outbound)
| MYOB Acumatica Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| MainContact.DisplayName.value | trading_name || legal_name | String | Preferred name for display |
| MainContact.CompanyName.value | legal_name | String | Company legal name |
| MainContact.Email.value | emails[0].email | String | Primary email address (optional) |
| MainContact.Phone1.value | phone | String | Primary phone number (optional) |
API Configuration (Outbound)
Endpoint: MYOB Acumatica Universal API endpoint Customer
Method: PUT
Authentication: MYOB Acumatica API authentication
Expanded Response: Includes MainContact details in response
Key Behaviours (Outbound)
- Smart Email Settings: If a customer has an email address in Zudello, settings like 'Send Invoices by Email' will be automatically turned on in MYOB Acumatica.
- Status Matching: A customer with a 'COMPLETE' status in Zudello will be set to 'Active' in MYOB Acumatica. All other statuses will be set to 'Inactive'.
- Default Values: The integration uses default values for the Customer Class ('CUSTDFT') and Currency ('AUD') if they are not provided.
- Contact Creation: A main contact is automatically created in MYOB Acumatica using the customer's details from Zudello.
- Audit Trail: A note is added to the customer in MYOB Acumatica with a link back to the record in Zudello for easy reference.
Related Documentation
- Customer Categories - Customer classification setup
- AR Invoices - Customer billing and invoicing
- Locations - Location master data
- Currencies - Multi-currency support