The Integrations feature makes it easy to extract data from a range of accounting software. This article will be focusing on connecting an MYOB ARL file and how you can use that data to build and maintain a Castaway project.

Once integrated, you can:

  • Build a new Castaway project from your MYOB file (including mapping)
  • Map the MYOB Chart of Accounts to an existing Castaway project
  • Import Opening Balances
  • Import Actuals data (for one month or multiple months)

Accessing the Integrations feature

When connecting to MYOB, you can access the Integrations feature in a few different ways.

  1. When creating a new project
  2. When working with an existing project

Option 1: When creating a new project

When you first create a new project in Castaway, you'll be given the option to either immediately connect with an external source, or build your project manually. Click on the MYOB logo to start.

Project setup MYOB.png

You'll then be asked to log in to MYOB if you haven't done so already. 


Option 2: When working with an Existing Project

If you're currently working on a project and would like to connect with MYOB, there are 2 ways:

  1. Overview > Integrations > Add OR
  2. Forecast > External Sources


Both will direct you to the External sources section. You can then click on the MYOB logo to begin connecting to your MYOB file. 

Integrations MYOB.png


Connecting and selecting the MYOB file

Once you select MYOB as your Integration source, you'll be prompted to log in to your MYOB account. Enter your MYOB email address and password to access all your available MYOB files to integrate with.


After a successful connection, select the MYOB on-line company file you'd like to connect to and select Import.



Change the number of months you'd like to load to Castaway from the bottom left of the above screenshot. The default is 24 months, which means you are loading data 2 years from today. 
Example: Today is Jan 2023, and loading 24 months will bring data from Feb 2021 - Jan 2023.

You can adjust this to upload a maximum of 50 months.


Another prompt to sign in will appear. This time, you will need to enter the User and Password that was set against the MYOB file. If your MYOB file has no permission restrictions, leave both the User and Password text boxes blank



Mapping MYOB accounts to Castaway

Once your file is connected, you'll still need to enable Mapping to start bringing your data into your project. To begin Mapping, click the Map button:


Mapping MYOB to castaway cloud.png


From here, just like with other External Sources like Excel, you can start to click and drag your accounts across to your Chart of Accounts.