Sync your contacts

https://help.myob.com/wiki/x/xck6Ag

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This section is only relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice.

You’re able to migrate all your contact data from your desktop MYOB AE/AO to MYOB Practice, which enables you to 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 migrated data 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 synchronised.

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.

Once you've synchronised your contact data you won't be able to turn it off.

To activate Contacts Migration

Before activating Contracts Migration, go to MYOB AE/AO and check that the email address entered in Maintenance > Maintenance Map > Online > Practice my.MYOB settings belongs to an active employee in MYOB AE/AO.

The employee must remain active for the Contacts Migration process to remain working. For this reason, we recommend you use the Practice Disbursement employee if it exists or create a new employee for this purpose. See Creating a new employee to add a new employee.

See Viewing active employees to confirm which employees are active.

On your desktop MYOB AE/AO, go to Maintenance > Maintenance Map > Online > Activate Contacts Migration.
The following message displays: The process to migrate contact details online may take some time. Are you sure you want to continue?
Click Yes.
If you’re migrating your contact data from a server, an icon will appear in your system tray, similar to a traffic light, displaying the migration progress:
- Red: Sync is inactive. This usually indicates an issue. See Troubleshooting for help getting it started again.
- Orange: Contacts are currently migrating (syncing). This can take a few minutes if you have many contacts that need to be migrated.
- Green: Sync is active. Changes you make to contacts in MYOB AE/AO will migrate (sync) automatically with MYOB Practice.
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.