---
title: 'MYOB Exo + Ontraport'
url: 'https://www.staging38.commercient.com/product/myob-exo-ontraport/'
date: '2026-06-19T10:41:41-04:00'
modified: '2026-06-19T10:41:41-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Exo to Ontraport, giving your team access to MYOB Exo data directly within Ontraport. 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 Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. The connection also allows Ontraport Deals 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 Ontraport
- Sync MYOB Exo Credit Notes to Ontraport
- Import Ontraport Contacts as MYOB Exo Customer Contacts
- Connect MYOB Exo Quotes to Ontraport Deals
- Sync MYOB Exo Debtors to Ontraport Companies
- Display MYOB Exo Sales Invoices in Ontraport

## Why Commercient

### Pricing and discount visibility

Sync MYOB Exo Price Groups to Ontraport so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Ontraport deal values and expected close dates with MYOB Exo order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync MYOB Exo customer credit status and order limits to Ontraport 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 Ontraport Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

## 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 Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

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

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

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

Yes, Commercient can sync MYOB Exo Sales Orders history to Ontraport Companies 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 Ontraport?

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 Ontraport?

Commercient can synchronise key MYOB Exo ERP data with Ontraport, 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.