What this article covers: How to connect a BrizoConsol entity to MYOB using OAuth. By the end, the entity will have an active MYOB connection and BrizoConsol will begin importing its chart of accounts, trial balances, invoices, and bills automatically.

🛈 Before you start: Make sure your group structure is set up with the entity already added to the hierarchy. See Setting Up Your First Group Structure if you have not done this yet.

What MYOB Provides

Data imported from MYOB Detail
Chart of Accounts Full account list from the connected MYOB company file
Trial balances Monthly trial balance data for the connected company file
Customer invoices Invoice-level detail for Receivables aging in Pulse
Supplier bills Bill-level detail for Payables aging in Pulse

Step 1 — Select the Entity in the Hierarchy

1
Go to Global Settings → Organisation HierarchyThe hierarchy tree shows all entities in your group. Entities not yet connected will show an UNCONNECTED badge.
2
Click the entity you want to connectThe right-hand panel opens showing Organisation Details — Display Name, Currency, Fiscal Year Start, Data Source, and the Connection section below.
3
Scroll to the Connection sectionFive buttons are shown — one for each supported platform and one for Excel/CSV upload.

Step 2 — Connect to MYOB

1
Click Connect to MYOBBrizoConsol redirects you to MYOB's authorisation page. No credentials are stored in BrizoConsol — the connection uses OAuth.
2
Log in to MYOBEnter your MYOB credentials on the MYOB authorisation page.
3
Select the company file to connectIf your MYOB account has access to multiple company files, select the one that corresponds to the entity you are connecting.
4
Authorise accessMYOB asks you to confirm the permissions BrizoConsol is requesting. Click Authorise to proceed.
5
You are returned to BrizoConsolThe connection activates immediately. BrizoConsol begins importing the chart of accounts, trial balances, and recent invoices and bills in the background.

Step 3 — Confirm the Connection

After authorising, select the entity in the hierarchy tree and check the right-hand panel:

What you should see Meaning
No badge Connected and actively syncing — data import has begun
Data Source field Now shows MYOB
Connected Company Shows the name of the connected MYOB company file
⚠ Still showing UNCONNECTED? The OAuth process may not have completed. Click Connect to MYOB again and repeat the authorisation. If the issue persists, check that you have admin access to the MYOB company file you are trying to connect.

Step 4 — Repeat for Each Entity

Return to the hierarchy tree and repeat Steps 1–3 for every entity that uses MYOB. Each entity connects independently — work through the tree from top to bottom until all MYOB entities show a connected status.

Connection Status Badges

Badge Meaning
UNCONNECTED Entity created but not yet connected to any data source
TOKEN EXPIRED MYOB OAuth token has expired. Click Connect to MYOB again to reconnect. No data is lost.
Connected (no badge) Actively connected and syncing with MYOB

What Happens Next

Once all entities are connected, BrizoConsol begins importing data. The next step is mapping each entity's accounts to the Common Chart of Accounts.

  Next step What it covers
3 Map each entity's accounts to the Common Chart of Accounts so data consolidates correctly
4 View your first consolidated P&L, Balance Sheet, and Cash Flow

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