Sync your contacts

https://help.myob.com/wiki/x/HPg6Ag

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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 can sync, or migrate, all your client data from your desktop MYOB AE/AO to MYOB Practice. This enables you to access your data any time anywhere (even on mobile or tablet) regardless of whether your practice server is on or off.

The data on your practice server will remain the original source, and the synced data will be read-only (i.e., the online data can’t be edited).

When you or anyone else adds or edits clients on your desktop MYOB AE/AO, those changes will be automatically synchronised.

Note: Once you've synchronised your client data you won't be able to turn sync off.

To activate Contacts Migration

You need to be a practice administrator to complete this task.

Not an administrator? Get in touch with your administrator and share this page with them.

Before activating Contracts Migration, check that the email address entered in Maintenance > Maintenance Map > Online > Practice my.MYOB settings belongs to an active employee in your database.

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 client data from a server, an icon will appear in your system tray, similar to a traffic light, displaying the migration progress:
- Green: Sync is active and running normally. Changes you make to clients in MYOB AE/AO will migrate (sync) automatically with MYOB Practice.
- Orange: Clients are currently migrating (syncing). This can take a few minutes if you have many clients that need to be migrated.
- Red: Sync is inactive. This usually indicates an issue. See Troubleshooting for help getting it started again.
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 client data will be migrated.

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