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Types of payroll migration data
For every payroll migration, you need to use Adapt Uploader to extract two types of data:
- Static data – things like reference data, pay items, etc. that don't change after a pay run.
Dynamic data – things like entitlement adjustments, pay history, etc. that do change after a pay run.
After extracting data, you can use Adapt Desktop to edit the data and upload it to your customer's MYOB Advanced site.
The table below lists dynamic data for Australia and New Zealand.
Dynamic data | ||
---|---|---|
Data type | Can be migrated | |
Australia | New Zealand | |
Entitlement Adjustment Details | ||
Entitlement Adjustments | ||
Pay History for Pay Groups | N/A | |
Pay History-Pay Groups | N/A | |
Pay History Details | N/A | |
Pay History | N/A | |
Pay Details-Distribution Other | N/A | |
Pay Details-Distribution Final | N/A | |
Pay History for terminated employees | Coming soon | N/A |
Order of data extraction
Because your customer doesn't stop running their business while you're working on their migration, their dynamic data will frequently change. That's why we recommend extracting static data before dynamic data.
Although you can extract both data types as many times as you need, if you need to re-extract both static and dynamic data, always start with static data.
Here's an overview of the extraction, editing and uploading process the first time you go through it. Re-extracting updated data from the source product simpler will be simpler, because you won't need to configure pay history after the first time.
- Start a new migration by extracting static data.
- Edit and upload static data.
- When the migrated site is ready to go live, as a one-off setup task, configure pay history settings in Adapt Desktop.
- If there's new static data in the source product, re-extract it.
- Extract dynamic data.
- Edit and upload dynamic data, including pay history. If you re-extracted static data, edit and upload that as well.
Extracting data
- Open MYOB Adapt Uploader.
- In the Email Address and Password fields, enter your MYOB Adapt online portal login details.
- Click Login.
- In the Migration Item field, select the migration you want to upload.
- In the Extra Data Type dropdown, select Static Data.
- Click Extract and Upload.
The extract and import process is finished when you see All data uploaded in the Progress section.
Before extracting dynamic data for the first time, ensure pay history is configured.
- Open MYOB Adapt Uploader.
- In the Email Address and Password fields, enter your MYOB Adapt online portal login details.
- Click Login.
- In the Migration Item field, select the migration you want to extract data for.
- In the Extra Data Type dropdown, select Dynamic Data.
- Click Extract and Upload.
The extract and import process is finished when you see All data uploaded in the Progress section.
What's next?
After extracting data, you can edit the data and upload it to your customer's MYOB Advanced site.
Get to know Adapt
We're constantly improving MYOB Adapt. If you've got feedback, submit your ideas to the ideas portal.
To report an issue, raise a case in Phoenix with Class ID "Advanced Business" and Area "Adapt".