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| When using Share It, you may not want to be constantly prompted with the following message to publish your Document Manager files to your portal: The document has been saved into Document Manager.
Do you also want to publish it to the client portal? To disable this default prompt, you'll need to add/edit a configuration key in your desktop MYOB AE or MYOB AO. | UI Expand |
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| | Log into your desktop MYOB AE or MYOB AO.Select Maintenance > Maintenance Map > User defined > Configuration. The Maintenance - Configuration page displays.Enter the following information in the first blank row at the top of the table: | Key Name | HidePortalShareItPrompt | | Key Value | 1 | | Comment | Disable auto prompts to publish to the portal |
Restart MYOB AE / AO. you activate contacts sync, you can access your practice's latest data any time, anywhere, including on mobiles and tablets. With syncing enabled, when anyone in your practice adds or edits clients in MYOB AE/AO, those changes will automatically sync to MYOB Practice online. | UI Text Box |
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| Not sure if you've enabled syncing? See Step 1 at To activate syncing of your contacts below. |
Once contact data is synced, MYOB Practice uses the new online contacts for all online interactions, improving the speed and performance of MYOB Practice. Syncing works even when your practice server is off. Any changes in MYOB AE/AO will automatically sync to MYOB Practice online. The data on your practice server will remain the original source. We use industry-standard security measures to keep your data secure. Data that is migrated from AE/AO to Practice: - is encrypted using TLS protocol when transferred over a network.
- uses authorization tokens such as oAuth authentication for the right level of access
- is protected by multiple layers of security tokens
- is covered by AWS security policies.
Read more about data security. Contacts sync is a prerequisite for a better experience in MYOB Practice. To maximise the full potential of MYOB Practice, make sure contact sync is turned on. - Lodge activity statements online: With the ATO updating its systems, it is time to start using preparing and lodging activity statements online.
- Better documents storage: Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere
- Lodge tax returns online: Prepare and lodge tax returns online. With a streamlined experience, you can access your tax software anywhere, anytime.
Activating contacts sync is very easy! In just one click you can activate and then we'll start syncing your contacts to MYOB Practice. | Checklist |
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| - You must be logged in to AE/AO as an Administrator or Superuser.
- The MYOB OnTheGo API Service must be on and running on the server. If you're not sure, go to Maintenance > Maintenance Map > Online and click Activate OnTheGo.
- The email address entered into your Practice my.MYOB settings belong to an active administrator employee in your database. This employee must remain active for the contacts migration process to remain working. We recommend you use the Practice Disbursement employee if it exists or create a new employee for this purpose.
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| title | To activate syncing of your contacts |
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| In MYOB AE/AO on the desktop, go to Maintenance > Maintenance Map >Online > Activate Contacts Migration.
 Image Added The following message displays The process to migrate contact details online may take some time. Are you sure you want to continue?
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| If your practice has already enabled to sync contacts, a message will tell you if your practice has already activated contacts sync.  Image Added
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Click Yes. An icon displaying the migration progress will appear in your system tray. You'll only see the icon if you're migrating your client data from your server; you won't see it on all workstations. See Sync status icons below for a description of what each icon means.  Image Added
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| It may take longer for all contacts to be made available online following the initial upload process. Subsequent updates will commence automatically. |
If you haven’t activated MYOB AE/AO Live yet, the Terms of use will be displayed. Carefully read the Terms of use, then select I agree with the above terms of use and click OK. Your client data will be synced.
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| Once you've enabled syncing of your contacts, you'll have access to the MYOB Contacts Migration app. The app provides a convenient way to see the sync status, via an icon in the system tray. You'll only see the icon on the server you're migrating data from; you won't see it on all workstations. Image Added The tray will display one of three icons, indicating the status of the syncing of your contacts. Icon | Description |
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| There was an error syncing your contacts or syncing is inactive. |  Image Added
| Contacts data is being synced. Don't make any changes to any contact or client data during this stage. Some AE/AO data may not be in MYOB Practice yet. This stage can take a few minutes and up to several hours depending on how many contacts are being synced. |  Image Added
| MYOB AE/AO data is in sync with MYOB Practice. Sync is active and running normally. Initial migration has successfully completed and your contact data is available in MYOB Practice. Changes you make to clients and contacts in AE/AO will sync automatically with MYOB Practice on an ongoing basis. |
You can also click the icon to display the MYOB Contacts Migration window, which shows you a short description about what each icon means and a link to the troubleshooting guide.  Image Added
tip | If you ever want to enable the Share It prompts to the portal in the future, simply edit this configuration key so that the Key Value is 0 (zero). | Once you've synced your contacts for the first time, there's an ongoing sync that continues to keep data up to date. During the ongoing sync, you may not always see the icon change. This is because the MYOB Contacts Migration app looks for data changes every 5 seconds, but ongoing sync usually completes within 3 seconds. So sometimes the sync will have finished before the app gets a chance to look for a change in sync status! |
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<h2><i class="fa fa-comments"></i> Frequently asked questions</h2> |
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| After activating the contacts migration, contact data is uploaded from your desktop server to the MYOB Practice. This can take between a few minutes to a few hours, depending on how many contacts you're migrating. If you have a larger practice migrating your contacts can be longer, depending on the number of contacts in your database. Once the migration is complete, the MYOB Contacts Migration system tray icon changes to a green state Image Added |
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