---
title: 'MYOB Exo + Close CRM'
url: 'https://www.staging38.commercient.com/product/myob-exo-close-crm/'
date: '2026-06-19T10:41:11-04:00'
modified: '2026-06-19T10:41:11-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Exo to Close CRM, giving your team access to MYOB Exo data directly within Close CRM. 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 Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. With accurate ERP data in Close CRM, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync MYOB Exo Customer Receipts to Close CRM Account Records
- Access MYOB Exo Price Groups from Close CRM
- Sync MYOB Exo Credit Notes to Close CRM
- Import Close CRM Contacts as MYOB Exo Customer Contacts
- Connect MYOB Exo Quotes to Close CRM Opportunities
- Sync MYOB Exo Debtors to Close CRM Organizations

## Why Commercient

### Credit and order limit visibility

Sync MYOB Exo customer credit status and order limits to Close CRM so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect MYOB Exo Debtors account assignments to Close CRM Organizations so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access MYOB Exo purchase history and product usage data in Close CRM so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync MYOB Exo customer region and territory data to Close CRM so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## 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 Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Can MYOB Exo Price Groups sync to Close CRM for sales quoting?

Yes, Commercient can sync MYOB Exo Price Groups to Close CRM so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

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

Commercient can support surfacing MYOB Exo data inside Close CRM 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 Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's MYOB Exo and Close CRM 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 Close CRM account records?

Yes, Commercient can sync MYOB Exo Sales Orders history to Close CRM Organizations 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 Close CRM?

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.