- Created by admin, last modified by AdrianC on Apr 05, 2016
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 27 Next »
https://help.myob.com/wiki/x/KgOy
How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
You might have lists of contacts or lists of items in a spreadsheet or other file. You might also have this data in other software. To import it into MYOB Essentials, it needs to be in the right format.
MYOB AccountRight or BusinessBasics users
If you use MYOB AccountRight v19 or earlier or BusinessBasics, see Preparing to import from MYOB AccountRight or BusinessBasics.
Here's a few formatting points to keep in mind:
| Organisation of data | The file should have data organised in the right fields, and the right order. See the sections below for these details of these fields. All mandatory fields must have data. |
| Header row | The file should also have a header row. This is a row that contains the field titles (similar to column headings in a spreadsheet). See the sections below for details of the field titles to use. You must use the same titles, including any asterisks, spaces and hyphens. All mandatory field titles must be in the header row. |
| Type of file | The data must be saved in a text file (.txt) that has data separated by tabs (commonly called a tab-separated or tab-delimited file). Most software (including spreadsheet software) will allow you to export to such a file. |
For the easiest import, work with the Sample files listed below. These files have every heading needed for an import - all you need to do is add the item or contact information!
Work with these sample files for the simplest import process. You can open the downloaded file in any text editor or spreadsheet software like Excel (recommended) - but be careful not to overwrite the file or the headings.
Also note that these files contain some sample data, and while you don't need to complete all the fields for a successful import, make sure not to delete any unused field headers or columns.
See the tables below to identify which fields are mandatory and which are optional.
To download a sample file
Right-click on a link below and choose Save link as or Save target as, then choose where to download the file.
- Download a sample Contacts file (Australia)
- Download a sample Items file (Australia)
- Download a sample Contacts file (New Zealand)
- Download a sample Items file (New Zealand)
To open a sample file in Excel
- Open Microsoft Excel and go to File > Open.
- In the Files of type field, select All Files(*.*) and then locate and open the downloaded sample file.
- When the Text Import Wizard appears, click Finish. The file contents will be displayed and you can now edit the cells as required.
When you finish editing, you must click Yes to the message to save it as Text and continue using this format. This will ensure you'll be able to import eh file into MYOB Essentials.
All mandatory field titles must be in the header row, and spelled as specified below. All mandatory fields must have valid data. Make sure not to delete any unused field headers or columns.
| Field titles (header row) | Mandatory or optional title | Description of data in this field | Rules for the data | Mandatory or optional field |
|---|---|---|---|---|
| Item Number | Mandatory | The unique ID for the item. | Up to 30 characters in length. | Mandatory |
| Item Name | Mandatory | The name of the item. | Up to 30 characters in length. | Mandatory |
| Income Acct | Mandatory | The account to which you want sales of this item allocated. In MYOB Essentials, this will go into the Allocate to field under Selling Details. | Up to 5 numbers in length. This must match an account number that’s already in MYOB Essentials. | Optional |
| Expense/COS Acct | Optional | The account to which you want purchases of this item allocated. In MYOB Essentials, this will go into the Allocate to field under Buying Details. | Up to 5 numbers in length. This must match an account number that’s already in MYOB Essentials. | Optional |
| Description | Mandatory | A description of the item. | Up to 255 characters in length. | Optional |
Tax Code When Bought (Australia) | Optional | The tax rate to be applied when purchasing this item. | This must use one of the following codes:
| Optional |
| GST Code When Bought (New Zealand) | Optional | The GST type to be applied when purchasing this item. | This must use one of the following codes:
| Optional |
Selling Price | Mandatory | The selling price of the item. | Up to 11 numbers in length. This field should include a dollar sign, and be of the format $xx.xx. (For example, in Microsoft Excel, the field should be formatted as a Currency field.) | Optional |
| Sell Unit Measure | Mandatory | The unit of measure for the item. | Up to 5 characters in length. | Optional |
| Tax Code When Sold (Australia) | Mandatory | The tax rate to be applied when selling this item. | This must use one of the following codes:
| Optional |
| GST Code When Sold (New Zealand) | Mandatory | The GST type to be applied when selling this item. | This must use one of the following codes:
| Optional |
| Inactive Item | Mandatory | This field determines whether the item is inactive. | This field should have a value of: N | Mandatory |
Once you’ve prepared your data, you can import it into MYOB Essentials. See Importing items into MYOB Essentials.
All mandatory field titles must be in the header row, and spelled as specified below. All mandatory fields must have valid data. Make sure not to delete any unused field headers or columns.
Field titles (header row) | Mandatory or optional title | Description of data in this field | Rules for the data | Mandatory or optional field |
|---|---|---|---|---|
| Co./Last Name | Mandatory | Last name or company name. Note: This will be imported into the last name and company name fields in MYOB Essentials. | Up to 50 characters in length. | Mandatory |
| First Name | Mandatory | First name of the contact. | Up to 20 characters in length. | Optional |
| Card Status | Mandatory | The status determines whether the contact is active. | This field should have a value of: N | Mandatory |
| Addr 1 - Line 1 | Mandatory | Line 1 of the street address. | Up to 255 characters in length. | Optional |
| - Line 2 | Mandatory | Line 2 of the street address. | Up to 253 characters in length. | Optional |
| - City | Mandatory | City for the street address. | Up to 255 characters in length. | Optional |
| - State | Mandatory | State for the street address. | Up to 255 characters in length. | Optional |
| - Postcode | Mandatory | Postcode for the street address. | Up to 10 characters in length. | Optional |
| - Country | Mandatory | Country for the street address. | Up to 255 characters in length. | Optional |
| - Phone # 1 | Mandatory | Phone number for the street address. | Up to 21 characters in length. | Optional |
| - Phone # 2 | Mandatory | Mobile number. | Up to 21 characters in length. | Optional |
| - Fax # | Mandatory | Fax number. | Up to 21 characters in length. | Optional |
| Mandatory | Email address. | Up to 255 characters in length. | Optional | |
| - WWW | Mandatory | Website. | Up to 255 characters in length. | Optional |
| Addr 2 - Line 1 | Mandatory | Line 1 of the billing address. | Up to 255 characters in length. | Optional |
| - Line 2 | Mandatory | Line 2 of the billing address | Up to 253 characters in length | Optional |
| - City | Mandatory | City for the billing address | Up to 255 characters in length | Optional |
| - State | Mandatory | State for the billing address | Up to 255 characters in length | Optional |
| - Postcode | Mandatory | Postcode for the billing address | Up to 10 characters in length | Optional |
| - Country | Mandatory | Country for the billing address | Up to 255 characters in length | Optional |
| - Phone # 1 | Mandatory | Phone number for the billing address | Up to 21 characters in length | Optional |
| - Phone # 2 | Mandatory | Mobile number | Up to 21 characters in length | Optional |
| - Fax # | Mandatory | Fax number | Up to 21 characters in length | Optional |
| Mandatory | Email address | Up to 255 characters in length | Optional | |
| - WWW | Mandatory | Website | Up to 255 characters in length | Optional |
| Notes | Mandatory | Any notes about the contact | Up to 255 characters in length | Optional |
*Tax ID Number (Australia) | Mandatory | The contact’s ABN number | A valid ABN number | Mandatory. If you do not have this information for the contact, you must at least enter a space. |
*GST ID Number (New Zealand) | Mandatory | The contact’s GST number | A valid GST number | Mandatory. If you do not have this information for the contact, you must at least enter a space. |
Once you’ve prepared your data, you can import it into MYOB Essentials. See Importing contacts into MYOB Essentials.
Yes
No
Thanks for your feedback.