Syncing with your contacts

https://help.myob.com/wiki/x/sxiEAQ

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You’re able to migrate all your contact data from your desktop MYOB AE/AO to MYOB AE/AO Live enabling you access your data any time anywhere regardless of whether your practice server is on or off. The data on your practice server will remain the original source and the data migrated to your portal will be read-only (i.e., the online data can’t be edited). Any changes that you make to your contacts on your desktop MYOB AE/AO will be automatically synchronized with the data in your portal.

Your contact data can be migrated from a workstation or server, at any time, by any person within your practice, even while others are working in your desktop MYOB AE/AO.

How to

Select Maintenance > Maintenance Map > Online > Activate Contacts Migration on your desktop MYOB AE or MYOB AO.
Click Yes at the message that displays to let you know that the migration may take some time. This will depend on how much contact data you have on your desktop system.
If you're doing this on a server, an icon will appear in your system tray, similar to a traffic light, displaying the migration progress of your contact data.

A red light means sync is inactive; an orange light means migration is in progress and a green light means sync is active.

If you haven’t activated MYOB AE/AO Live as yet, the Terms of use will be displayed. Carefully read the Terms of use and then select the I agree with the above terms of use checkbox. After you click OK, your contact data will be migrated.

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