MYOB + Dropbox Integration | Connect with Conferbot

Eliminates duplicate data entry between accounting and document systems

Reduces errors in financial records and document management

Accelerates processes like invoice approvals and expense reporting

Enables real-time access to financial documents from MYOB within Dropbox

Version control issues with financial documents

Security risks from email attachments and USB transfers

Wasted staff time on repetitive upload/download tasks

Compliance gaps in document retention policies

10-minute setup vs. weeks of API development

300+ pre-built actions for MYOB and Dropbox workflows

Intelligent field mapping that learns your data structure

Auto-recovery from sync interruptions

80% faster month-end closing with automated document archiving

100% audit-ready financial records with version tracking

50% reduction in accounting team manual tasks

Invoices, payments, and receivables

Payroll and employee expenses

Inventory and supplier tracking

REST API for real-time data access

Webhooks for event-driven triggers

CSV exports for batch processing

Attaching Dropbox receipts to MYOB expense claims

Archiving MYOB reports to Dropbox folders

Syncing client contracts between platforms

Secure document sharing and version history

Team collaboration features

Advanced search and metadata tagging

File API for programmatic uploads/downloads

Webhooks for real-time file change alerts

Shared link generation for external access

Automatic filing of MYOB documents by category

Approval workflows for financial documents

AI-powered document classification

Auto-detects MYOB field types (dates, currencies, IDs)

Maps relationships between accounting data and Dropbox folders

Transforms data (e.g., converts MYOB invoice numbers to Dropbox filenames)

Resolves conflicts when records change simultaneously

Drag-and-drop triggers from MYOB (new invoice, payment received)

Pre-built Dropbox actions (upload, share, tag)

Conditional logic (e.g., "Only sync invoices >$1,000")

Multi-step approvals with chatbot notifications

Military-grade encryption for all data transfers

Compliance tracking with full audit logs

Scalable infrastructure handling 10,000+ syncs/hour

Team collaboration with role-based access controls

- Navigate to Accounting > MYOB

- Enter API credentials from MYOB Developer Portal

- Test connection with sample data fetch

- Authorize via OAuth 2.0

- Select target folders for integration

- MYOB Invoice Number → Dropbox Filename

- MYOB Amount → Dropbox File Metadata

- "Convert all PDFs to searchable text"

- "Tag files with MYOB client codes"

- "When MYOB invoice status changes to 'Paid'"

- "Upload to Dropbox/Accounting/Paid_Invoices"

- "Notify team via chatbot"

- Sync success rates

- Data transfer volumes

- Error alerts

Sync MYOB client details → Dropbox shared folders

Push Dropbox contract updates → MYOB client records

Conflict resolution: "Prioritize MYOB data for financial fields"

Legal firms: Auto-redact sensitive data before syncing

Retailers: Sync inventory reports to Dropbox at EOD

Contractors: Attach timesheets to MYOB jobs

45 minutes daily saved per accountant

12x faster document retrieval

Zero late fees from missed invoice payments

$18,000/year saved by eliminating manual work

15% faster billing cycles improve cash flow

100% compliance with document retention laws

API limits: Schedule large syncs during off-peak hours

Data formatting: Use Conferbot’s auto-correction tools

Authentication errors: Enable OAuth token auto-renewal

Start small: Begin with 1-2 workflows before scaling

Clean data first: Run MYOB data health checks

Train teams: Use Conferbot’s onboarding tutorials

Add conditional branches ("If invoice > $5K, require approval")

Create multi-step sequences with delays

Integrate with 300+ other apps in your workflow