---
title: 'MYOB Exo + Salesforce'
url: 'https://www.staging38.commercient.com/product/myob-exo-salesforce/'
date: '2026-06-19T10:41:30-04:00'
modified: '2026-06-19T10:41:30-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Exo to Salesforce, giving your team access to MYOB Exo data directly within Salesforce. 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 Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. Sales reps get a complete view of MYOB Exo account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync MYOB Exo Credit Notes to Salesforce
- Import Salesforce Contacts as MYOB Exo Customer Contacts
- Connect MYOB Exo Quotes to Salesforce Opportunities
- Sync MYOB Exo Debtors to Salesforce Accounts
- Display MYOB Exo Sales Invoices in Salesforce
- Access MYOB Exo Stock Items and Stock Levels from Salesforce

## Why Commercient

### Upsell and cross-sell visibility

Access MYOB Exo purchase history and product usage data in Salesforce 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 Salesforce so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync MYOB Exo Contacts to Salesforce Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect MYOB Exo Debtors to Salesforce Accounts and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

## 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 Salesforce

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

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

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

Yes, Commercient can sync MYOB Exo Sales Orders history to Salesforce Accounts 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 Salesforce?

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 Salesforce?

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

### Can MYOB Exo Debtors sync into Salesforce Accounts and Contacts?

Yes, Commercient can sync MYOB Exo Debtors into Salesforce as Accounts and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.
