The Finance Shop (TFS) Integration software provides a safe and structured process for transferring data between TFS and third party systems. The aim of TFS Integration is to ensure that client information remains relevant in both TFS and the third party application.
Some of the key features of TFS Integration are:
- Helps create new Customer Cards in MYOB for new clients added to TFS.
- Assists in keeping MYOB updated with changes to client details made in TFS.
The following information can be integrated:
- Client Names (including salutations)
- Address Details
- Phone, Fax, Email, and Website Details
TFS Integration only integrates one way from TFS to the third party application. Third party application data cannot currently be integrated back into TFS.
Refer to the following topics