---
title: 'MYOB Greentree + Close CRM'
url: 'https://www.staging38.commercient.com/product/myob-greentree-close-crm/'
date: '2026-06-19T10:41:58-04:00'
modified: '2026-06-19T10:41:58-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Greentree to Close CRM, giving your team access to MYOB Greentree 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 Greentree and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect MYOB Greentree Quotes to Close CRM Opportunities
- Sync MYOB Greentree Customers to Close CRM Organizations
- Display MYOB Greentree AR Invoices in Close CRM
- Access MYOB Greentree Items and Stock from Close CRM
- Export Close CRM Opportunities as MYOB Greentree Sales Orders
- Sync MYOB Greentree Sales Orders and Status Updates to Close CRM

## Why Commercient

### Product and inventory visibility

Access MYOB Greentree Items, Stock and Price Lists from Close CRM so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

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

### Invoice and payment visibility

Surface MYOB Greentree AR Invoices and Customer Receipts inside Close CRM so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

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

## About MYOB Greentree

MYOB Greentree is a flexible ERP system for mid-size businesses in Australia and New Zealand, managing financials, supply chain, projects, HR and operational workflows.

## 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

### What happens if a customer already exists in both MYOB Greentree 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.

### What data can Commercient connect between MYOB Greentree and Close CRM?

Commercient can synchronise key MYOB Greentree ERP data with Close CRM, such as Customers, Contacts, Items, Stock, Sales Orders, AR Invoices and Customer Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can MYOB Greentree Customers sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync MYOB Greentree Customers into Close CRM as Organizations 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.

### Can Close CRM Opportunities be connected back to MYOB Greentree as Sales Orders?

Commercient can support connecting Close CRM Opportunities back to MYOB Greentree as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the MYOB Greentree and Close CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.