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You can bulk-add company files to the Desktop files page by importing a CSV format file that contains their serial numbers.

Before you import the file, make sure that it is the option which only contains serial numbers.

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title	To create a CSV file

A good way to create the CSV file for upload is to use the AccountRight Company File Previewer to output a list of your desktop serial numbers in CSV format. You can then upload that file using the process below. (Make sure to remove all the non-serial number content first!)

You can also export a list of serial numbers from my.MYOB to a csv file format:

Log into my.MYOB.com
Select your practice from the top drop-down menu.
Choose My Account then My Linked Clients from the list.
You'll see a page with a list of all clients linked to your practice to export.
Click Export Clients.
A CSV file will download to your default download folder. You can use this file to import all serial numbers to the partner dashboard.

What if some of my businesses don't get imported?

(If you don't get an email with the import results, check your spam or junk folder.

Upgrade each of the businesses added to the listing – see the "To upgrade desktop files" procedure on the Add an AccountRight classic file to upgrade later page for the steps to do this.

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title	To upload a CSV file

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To upload the file:

Click Add to dashboard on the Desktop files tab of your Accounting dashboard.
The Find desktop file to upgrade dialog displays.
Click Upload file.
An Explorer window opens.
Find and select the first CSV file you want to upload.
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If you want to change the file, click Upload file again. When you select the new file, it will replace the old one.
Click Add to dashboard.
A message displays.
Click Continue working.
Successful serial numbers are automatically added to your list of Desktop files.
You will receive an email with the import results (including the number of businesses that have been successfully added, and which failed and why.

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If some businesses didn't import

The email you receive after import will let you know if any of your businesses haven't imported correctly, and will list any failed serial numbers. You'll need to update your CSV file to fix those numbers. Note that you can only add version 19 serial numbers.

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It's a good idea to copy and paste serial numbers into the .CSV file to avoid errors.

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You can only add valid version 19 serial numbers.

Upgrade each of the businesses added to the listing – see the "To upgrade desktop files" procedure below for the steps to do this.

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title	To upgrade the desktop files

Click Desktop files on your Accounting dashboard.
Click Image Added next to the business you want to migrate and select Upgrade file.
If the file has an active licence agreement, go to step 4.
If the file doesn't have an active licence agreement, the Upgrade desktop file page displays.
1. Pick the AccountRight or Essentials product you'd like to upgrade to.
2. Select your payment method. Will your client pay directly or are you billing them?
3. Click Continue.
The Upgrade desktop file - Upload latest company file page displays with a product confirmation.

Now choose from one of the following options:

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title	Upload now

Click Upload now if you have the latest company file and want to upload it. The Upload your company file page displays.

Find your company file or drag and drop it into the page. Once the file has been uploaded, it's displayed on your Desktop files page. You'll also see details of the subscription linked to the file (including the number of licences available to migrate to the new AccountRight) including the upgrade status of the file. Once the upgrade to the online version is complete, the entry is moved to your Online files page.

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title	Request from client

Click Request from client if you want to send an email to your client requesting that they upload their latest company data file. The Upgrade desktop file - Email your client to request their file page displays.

Check your client's details and their email address.
The Send me a copy of this email checkbox is ticked by default. Untick the checkbox if you don't want to receive a copy of this email.
Click Confirm and send. An email will be sent to your client.

As you're waiting for your client to upload the company data file, the entry on your Desktop files page has a status of Awaiting file. The entry displays the following information: Account name, the product name of the AccountRight classic account, the serial number, and number of active licences for online entitlement that are available for use with this account. When your client uploads the file, the status will change to In progress for the upgrade.

Once the upgrade to the online version is complete, the entry is moved to your Online files page.

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