The contact sync process is be grouped in two steps:
- Upload the required records to the online MYOB Platform.
- Process the information into the MYOB Practice system, at which time your contacts and clients become available in MYOB Practice.
See detailed instructions below.
The first step is to upload your contact information from your desktop server to the secure MYOB online platform. Note: the initial upload can take approximately an hour depending on the quantity of data, and the quality of your internet connection.
Once done, the Contacts Migration system tray icon will change to a Green State.
Once step 1 is completed, the contacts information can now be processed into MYOB Practice. MYOB Practice will begin to use the new online contacts stored for all online interactions. This will improve the speed of MYOB Practice, and will enable the MYOB online compliance tools to perform well.
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For most practices, processing of contacts takes an additional few hours. However, if you have a large practice (over 10,000 contacts and clients) then this processing can take substantially longer.
For further assistance, visit our Client service and support page. For information on the privacy and security of your data, see our security commitment.