Outlook to MYOB Advanced (Accumatica) Quote Interface

@AwaisChaudhry

As the head of ZAWN Tech., I am confident that my team and I can deliver on your project as outlined. We have a long history of providing highly functional and reliable software solutions that optimize workflow and drive efficiency. Our comprehensive skills in various programming languages, including C#, .NET, and JavaScript, align perfectly with the requirements of your project, giving us the ability to work fluidly with Outlook and Acumatica APIs to achieve the desired result. Furthermore, our proficiency in developing API integrations and automating processes will prove invaluable in creating a seamless link between MYOB Advanced (Acumatica) and the email quotes from Outlook. Your desire to minimize repetitive data entry by automatically capturing fields from emails and making direct quotes is exactly the kind of problem-solving we excel in. Lastly, our extensive experience with software documentation ensures that not only will we build a robust solution for you but also provide clear, concise hand-off documentation. This documentation will empower your team to fully utilize and maintain the system we develop for you ongoingly. With a track record of 200+ recommendations and a decade-long existence, partnering with us means trusting your project to proven experts capable of delivering on time and beyond expectation.

@tangramua

Hello! We can build a reliable integration that automatically converts incoming sales emails into ready-to-use quotes inside MYOB Advanced without any manual retyping. The solution can be implemented either as an Outlook add-in or as a secure background listener using Microsoft 365 APIs to monitor your dedicated inbox. It will parse both plain text and HTML emails, intelligently extract customer details and item lines, and accurately map them to your existing records in MYOB, using the item codes, pricing, and stock data already stored in the system. The tool will support both automatic and review-based workflows. In automatic mode, it will immediately create the quote via the MYOB Advanced API once the data is validated. In review mode, it will present the parsed information in a clean interface for quick confirmation or adjustment before triggering the same quote creation call. Secure authentication, structured error logging, and clear success confirmations will be included to ensure reliability and transparency for your sales team. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Kateryna Sales department Tangram Canada Inc.

@customizedata

I would be using C# to write this outlook plugin.. Here are few steps of how i would be proceeding with the development 1-Email Listener will be using Microsoft Graph API that will listen every incomming email 2-Parsing Layer Will distinguish between Normalize HTML and clean text by using Regex rules,Pattern-based extraction etc 3-Mapping Layer Query MYOB Advanced API, Validate customer exists and also Validate inventory item,Pull price etc Please clarify EMAIL FORMAT, Are the sales emails coming from Customers manually typing or Web forms or Another system etc ? Have been developing such solution since 2010 Looking forward to have a chat with you to discuss further.

@LiveExperts

Hello, My team at Live Experts would be an excellent fit for your project due to our diverse range of skills and strong track record in delivering robust software solutions. With particular expertise in .NET, C# Programming, Documentation, and JavaScript, we have shown ourselves capable of addressing complex integration tasks similar to yours. We have experience working with Outlook, Acumatica and MYOB APIs and can confidently create the Quoting Interface you require. Our commitment to quality is evident in our attention to detail — a key characteristic you are seeking from your development team. By diligently studying your task description, our talented developers will build for you a solution that perfectly leverages MYOB Advanced while simplifying data transfers between Outlook and MYOB. This will save your Sales team time by eliminating tedious re-typing or copy-pasting tasks. In addition to our technical aptitude, we also place great importance on thorough documentation. As your project demands, we will provide hand-off documentation covering setup details, field mapping specifics as well as instructions for extending or maintaining the code. By choosing my team at Live Experts for this Outlook-MYOB Advanced interface project, you're opting for reliable technology solutions that will make daily operations smoother for your sales team while saving both time and resources. Contact us now to get started! Thanks!

@diektech

Hi, this is Elias from Miami. I read the workflow end-to-end and it’s clear what you want: new emails landing in a shared sales inbox should be parsed (plain text or HTML), mapped to existing customers/items in MYOB Advanced (Acumatica), and turned into a ready-to-use quote with zero re-typing. Then you want two modes: (1) automatic—create the quote immediately via API, and (2) review—show the extracted fields in a clean review pane/file so a user can adjust and then push the same “create quote” call manually. Success/errors should be obvious and logged. Given you’re on Microsoft 365, the cleanest approach is either an Outlook add-in (users see the review UI inside Outlook) plus a small service for processing, or a background listener/service that watches the inbox and runs headless in auto mode. Either way, auth + logging + a mode toggle are first-class. Q1. Are the sales emails fairly structured (same suppliers/templates), or do they vary a lot—do you have 5–10 example emails we can use as test fixtures? Q2. How should matching work when an email line doesn’t map cleanly to an item code—best “fuzzy match + confidence score” in review mode, or hard-fail and flag for manual selection? Q3. Which MYOB quote fields are mandatory for you (customer, branch, warehouse, currency, tax, shipping, salesperson), and do you want to create new customers automatically or only match existing ones?

@maverick44000

Hello Sir, I am the highest rated Outlook Add-in developer and your requirement can be fully achieved by an Outlook Add-in. The Add-in shall listen to every incoming email (or from a predefined domains/specific email address) and create the quotes automatically (or manually if any ambiguity is found). I have delivered similar solutions for various clients earlier and I am happy to do it for you. I know the exact mechanics and the requirements to do this job. Let's discuss and kick off. Regards, Usman

@Guptapuru304

Please message us to discuss the project in detail and receive a comprehensive proposal. We've successfully executed similar projects and are excited to bring that expertise to your Outlook to MYOB Advanced Quote Interface. Our team at the top 1% on Freelancer.com, led by Puru Gupta, has extensive experience in automation and API development, making us an ideal partner for this task. We understand the need for a seamless interface that transforms emails into actionable quotes within MYOB Advanced. Our expertise in developing intelligent systems and end-to-end solutions ensures that your interface will be robust, secure, and efficient. With a proven track record in building scalable applications, including advanced parsing and API integrations, we can deliver a system that minimizes manual input and maximizes productivity. Our experience with JavaScript, .NET, C#, and Microsoft 365, combined with our customer-centric approach, guarantees a tailor-made solution that meets your objectives. We encourage you to explore our portfolio of successful projects that highlight our proficiency in automation and intelligent system design. Let's collaborate to build a reliable and impactful solution that streamlines your sales operations. We look forward to your response to discuss further and begin crafting your bespoke interface. Best regards, Puru Gupta

@Herculesz

Hi I’m an integration developer experienced in Outlook automation, MYOB/Acumatica APIs, and email-to-ERP workflow systems. A key technical challenge is accurately parsing varied email formats and mapping them to structured quote fields without data loss. I solve this by building resilient parsers, entity-matching logic against MYOB records, and secure API orchestration layers. My background includes Microsoft 365 integrations, C#/.NET services, and ERP automation pipelines with error logging. I implement automatic and review modes using configurable triggers and validation checkpoints. The system will authenticate securely, generate quotes via API, and log outcomes for traceability. The result is a reliable, maintainable bridge from Outlook inbox to MYOB quote creation. Thanks, Hercules

@Feriver

Hello, I understand that you need a seamless interface between Outlook and MYOB Advanced (Acumatica) to convert incoming sales emails into ready-to-use quotes without manual re-entry. My approach will include developing an Outlook add-in or background listener that reliably detects new messages in your dedicated sales inbox. Each email, whether plain text or rich HTML, will be parsed to extract item details, customer information, and other relevant fields, mapping them accurately to existing MYOB records. The solution will support two modes: automatic quote creation via the MYOB Advanced API and a review mode that presents parsed data for verification before submission. Secure authentication, robust error handling, and clear logging will ensure reliability and traceability. All work will be packaged with straightforward configuration options and concise documentation for setup, maintenance, and future extension. I have extensive experience with Outlook add-ins, C#/.NET integration, and REST API development, enabling a smooth, production-ready workflow that keeps your sales team efficient and error-free. Thanks, Asif

@Julian29

Hello, I have carefully read through your integration requirement and understand you need a RELIABLE bridge between Outlook and MYOB Advanced that eliminates manual entry entirely. I have 10+ YEARS EXPERIENCE in .NET integrations and ERP/API automation, I’d build this using C#/.NET with Microsoft Graph (for Outlook) and the MYOB Advanced (Acumatica) API to ensure stability and long-term maintainability. Core approach: OUTLOOK ADD-IN or background listener via Microsoft Graph webhook SMART PARSER handling both plain text & HTML (structured extraction + validation rules) DIRECT API MAPPING to existing MYOB items, customers, pricing & stock AUTO MODE: instantly creates quote via API REVIEW MODE: clean validation panel before pushing “CREATE” SECURE AUTH (OAuth) + structured ERROR LOGGING & confirmation feedback You’ll receive: Fully deployed, production-ready solution CONFIG TOGGLE for auto/manual mode Clear HAND-OFF DOCUMENTATION (setup, field mapping, extension guide) COMPLETE SOURCE CODE ownership 2 YEARS FREE ONGOING SUPPORT I work with AGILE methodology and will dedicate 40 HOURS PER WEEK FULL-TIME FOR YOU to ensure a robust, test-driven rollout. Let’s connect in chat as I have a few technical questions about your email formats and MYOB environment to proceed efficiently. Awaiting your positive response. Thanks

@intelliresponse

With my extensive experience in customized Python web automation, data mining, and extraction, as well as proficiency in .NET and C# programming, I am the ideal freelancer for your Outlook to MYOB Advanced (Acumatica) Quote Interface project. My high specialization in tailored automation solutions that deliver reliable and error-free results makes me confident that I can develop an Outlook add-in or background listener that will proficiently detect new sales inbox messages and convert them into ready-to-use quotes within MYOB. Your project description highlights the importance of a robust parser that can handle both plain text and HTML layouts. This is right up my alley as I have developed complex web scraping algorithms that deal with diverse data formats and layouts, no matter how intricate. I assure you of the same precision and effectiveness when it comes to mapping your sales emails' vital information to existing records within MYOB. Additionally, my knack for secure connection handling and authentication will guarantee your data remains protected throughout the process. Finally, as a seasoned professional who delivers on time, you can expect comprehensive hand-off documentation covering setup, field mapping, code extension, and maintenance. I'm ready to empower your sales team by eliminating copy-and-paste purgatory from their workflow. Let's make this happen together!

@abhisaini0188

Hello, Thank you so much for posting this opportunity. It sounds like a great fit, and I’d love to be part of it! I’ve worked on similar projects before, and I’m confident I can bring real value to your project. I’m passionate about what I do and always aim to deliver work that’s not only high-quality but also makes things easier and smoother for my clients. Feel free to take a quick look at my profile to see some of the work I’ve done in the past. If it feels like a good match, I’d be happy to chat further about your project and how I can help bring it to life. I’m available to get started right away and will give this project my full attention from day one. Let’s connect and see how we can make this a success together! Looking forward to hearing from you soon. With Regards! Abhishek Saini

@Mahihassi

Transform your email workflow and eliminate tedious manual data entry with my expertise. As a seasoned Software Engineer, I have a strong track record of developing seamless API integrations for various platforms. Be it in C#, .NET, or JavaScript, I can create an intuitive Outlook add-in or background listener that will automatically detect new sales emails and transform them into accurate pre-filled quotes within MYOB Advanced (Acumatica) for you. This game-changing solution will save your sales team valuable time and effort. An efficient parser is vital for this project, one that can handle plain text and HTML layouts seamlessly. My experience in developing robust software solutions, combined with deep knowledge of API development, makes me well-equipped to design a reliable parser that will flawlessly interpret the content of every email and map it to the corresponding fields within MYOB Advanced. To ensure secure connections and error logging I will leverage my proficiency in C# programming and my understanding of network security. Additionally, I will provide comprehensive documentation covering setup, field mapping as well as extendibility of the code after completing the project. Let me help you revolutionize your sales process, allowing your team to focus on what they do best – maximizing revenue. Choose me for an impeccable integration project that not just meets but exceeds your expectations.

@ska234

Hello I have read your requirements thoroughly and this is exactly the type of integration I specialize in connecting Outlook/M365 with ERP systems like MYOB Advanced (Acumatica) to eliminate manual data entry. I will build an Outlook add-in or background service using C#/.NET that monitors your sales inbox for incoming emails. A robust parser will handle both plain-text and HTML formats, extracting customer details, item codes, quantities and pricing. The parsed data is then matched against your existing MYOB records via the Acumatica REST API. For workflow, I will implement a configurable toggle automatic mode creates quotes instantly via API, while review mode presents parsed data in a clean interface for manual verification before submission. Both modes include success confirmation and structured error logging. Relevant skills: C#, .NET, Acumatica/MYOB Advanced API, Microsoft Graph API, Outlook Add-ins, HTML parsing, REST integrations, OAuth authentication. Looking forward to your reply Regards.

@Solutionzhere

With my extensive experience in AI-driven ERP solutions combined with my robust skills in .NET, API Development, and C# programming, I am well-equipped to create a powerful yet user-friendly Outlook to MYOB Advanced (Acumatica) interface for you. At Solutionzhere, we are dedicated to automating, optimizing, and scaling business operations through the integration of AI with ERP and CRM systems. I fully understand your need to transform the sales inbox emails into ready-to-use quotes within MYOB Advanced without any manual labor. My expertise in Microsoft technologies including Dynamics 365, Power Automate, and Power BI, aligns perfectly with your Microsoft 365 and latest MYOB Advanced build environment. Let's talk more over chat and go ahead. Cheers.

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I recently developed a similar integration tool where emails were automatically parsed and converted into actionable sales entries within an ERP system, streamlining the sales workflow efficiently. Based on my experience, the most important part of this project is building a robust parser that accurately maps diverse email formats to your MYOB Advanced data fields without errors. Approach: ⭕ Develop an Outlook add-in or background service to detect sales inbox messages. ⭕ Create a flexible parser supporting both plain text and HTML email formats. ⭕ Implement secure MYOB Advanced API connection with authentication and error logging. ⭕ Provide a configuration toggle for automatic versus manual review mode. ⭕ Deliver clear and concise documentation for setup, field mapping, and future maintenance. ❓Could you clarify if any specific email templates or formats are most common in your sales inbox? ❓Are there existing user roles who will manage manual review mode, and what level of UI complexity is preferred? I am confident that my expertise in Microsoft 365, C#, .NET, and API integration will let me deliver a reliable and user-friendly solution quickly. Best regards, Nam

@ixorawebmob

Hello, I’ve gone through your project details and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, specializing in API integration and automation solutions. I focus on clean architecture, scalable code, and clear communication to ensure the project runs smoothly from start to finish. I will first review your requirements, suggest the best technical approach, and then proceed with development while keeping you updated at every stage. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify: 1. What specific fields do you need to capture from the emails? 2. Do you have any preferences for the user-interface layout in review mode? 3. What error logging mechanisms do you envision needing? 4. Are there existing tools or plugins you're currently using for this process? 5. What is your expected timeline for this integration? Could you clarify: 1. What specific fields do you need to capture from the emails? 2. Do you have any preferences for the user-interface layout in review mode? 3. What error logging mechanisms do you envision needing? 4. Are there existing tools or plugins you're currently using for this process? 5. What is your expected timeline for this integration? Let’s discuss over chat! Regards, Arpit Jaiswal

@wasifmuneer

Hi there, I'd love the opportunity to connect and discuss your project in detail—feel free to reach out via chat anytime. I'm a full-stack developer with strong experience in building both web and desktop applications. I’m confident I can manage and deliver your project efficiently and on time. I have hands-on experience in DevOps, giving me a broader perspective on project deployment and scalability. I have previously worked with MYOB by integrating via APIs to push the Accounts GL data from internal systems. My technical expertise includes: MERN / MEAN Stack: Extensive hands-on and team leadership experience, ensuring smooth front-end to back-end integration. .NET Core & Angular: Implemented various data visualizations using D3.js, integrated complex APIs, and developed dynamic, responsive applications. Azure Logic Apps & SharePoint: Built multiple workflow automation solutions; also familiar with PowerApps development. Salesforce Development: Developed Apex triggers to interact with MSSQL via custom .NET APIs. Created Visualforce pages to fetch and display external API data. Performed CRUD operations on both standard/custom Salesforce objects. Conducted R&D on Salesforce Flows for automation (with some custom object limitations). I bring a full-lifecycle development mindset and enjoy solving real-world business challenges through code. Looking forward to hearing from you! Thanks!

@mughiraaa

Hello, I have reviewed the details of your project. i will create a c# outlook add-in that monitors your dedicated sales inbox for incoming emails in real time. using the microsoft graph api, the add-in will detect both plain text and html emails. each message will be parsed with regex and html parsing routines to extract key data fields such as customer name, address, items, quantities, and prices. once extracted, the data will be cross-checked against your existing myob advanced item codes and customer records via the myob advanced rest api. depending on the selected mode, the system will either create the quote immediately through the api or present the parsed data in a review panel within outlook for manual verification before submission. all api calls will handle authentication tokens securely, log errors in a dedicated file and in outlook notifications, and confirm success to the user. Let's have a detailed discussion, as it will help me give you a complete plan, including a timeline and estimated budget. I will share my portfolio in chat I look forward to hear from you. Thanks Best Regards, Mughira