---
title: 'MYOB Exo + Apptivo'
url: 'https://www.staging38.commercient.com/product/myob-exo-apptivo/'
date: '2026-06-19T10:41:07-04:00'
modified: '2026-06-19T10:41:07-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Exo to Apptivo, giving your team access to MYOB Exo data directly within Apptivo. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects MYOB Exo and Apptivo, giving sales teams access to ERP customer, order, invoice and inventory data from inside Apptivo. The connection also allows Apptivo Opportunities to flow into MYOB Exo as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access MYOB Exo Price Groups from Apptivo
- Sync MYOB Exo Credit Notes to Apptivo
- Import Apptivo Contacts as MYOB Exo Customer Contacts
- Connect MYOB Exo Quotes to Apptivo Opportunities
- Sync MYOB Exo Debtors to Apptivo Customers
- Display MYOB Exo Sales Invoices in Apptivo

## Why Commercient

### Product and inventory visibility

Access MYOB Exo Stock Items, Stock Levels and Price Groups from Apptivo so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Apptivo Opportunities back to MYOB Exo as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface MYOB Exo Sales Invoices and Customer Receipts inside Apptivo so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Apptivo Quotes to MYOB Exo Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About MYOB Exo

MYOB Exo is an ERP solution for mid-size Australian and New Zealand businesses, managing financials, inventory, purchasing, manufacturing and payroll.

## About Apptivo

Apptivo is a cloud CRM and business management platform for small businesses, managing contacts, leads, opportunities, projects, invoices and customer communication.

## Frequently asked questions

### Can Commercient support dashboards or reporting from MYOB Exo data in Apptivo?

Commercient can support surfacing MYOB Exo data inside Apptivo views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the MYOB Exo and Apptivo integration scoped and implemented?

Commercient scopes each integration project based on the customer's MYOB Exo and Apptivo configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can MYOB Exo Sales Orders history sync to Apptivo account records?

Yes, Commercient can sync MYOB Exo Sales Orders history to Apptivo Customers records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both MYOB Exo and Apptivo?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between MYOB Exo and Apptivo?

Commercient can synchronise key MYOB Exo ERP data with Apptivo, such as Debtors, Contacts, Stock Items, Stock Levels, Sales Orders, Sales Invoices and Customer Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.