Partner help centre

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  1. Wealth Portal
  2. Integrations
  3. MYOB Practice Management

MYOB Practice Management

  • How to set up your MYOB Practice Management integration.
  • How do I trigger a bulk import of clients/entities and their relationships from MYOB Practice Management to the partner portal?
  • How do I add a client from MYOB Practice Management to the partner portal?
  • How do I import client details and relationships from MYOB Practice Management to an existing portal client?
  • How do I connect / disconnect a client's MYOB Practice Management file from within the partner portal?
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