MYOB & ClockShark KPI Integration

Замовник: AI | Опубліковано: 21.11.2025

I need a streamlined way to pull live information from both MYOB and ClockShark into an existing Excel KPI dashboard. The workbook is already laid out, so the core task is wiring it up to the two systems and making sure the numbers refresh at the click of a button (or, even better, on an automatic schedule). Data sources to connect • Financial data from MYOB • Employee timesheets and project timelines from ClockShark Key metrics already built into the file • Revenue vs. expenses • Employee productivity • Project completion rates What I’m after 1. Reliable connections or scripts (API, Power Query, ODBC, VBA—whatever works best) that import the three data sets directly into their matching tables. 2. A few tweaks to my existing formulas and pivot charts if the new data structure requires it. 3. Clear, step-by-step notes so I can maintain the links without calling you every time MYOB releases an update. If you’ve done MYOB or ClockShark API work in Excel before, you’ll know the hurdles; if not, please be confident you can sort out authentication and data mapping quickly. Once everything flows smoothly, I’ll test the dashboard against a week of real-world data and sign off.