Importing contacts

https://help.myob.com/wiki/x/vAb0Ag

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You can import contacts (customers or suppliers) into MYOB instead of entering their details one at a time. This is handy when you're setting up MYOB if you have a list of contacts you've exported from another program or have it in a spreadsheet.

Let's step you through it.

To import contacts

To import contacts into MYOB

To import an accounts list into MYOB, the import file must:

be a text (TXT) file
be in tab-separated format
contain a header row for all mandatory fields
be under 25MB

To import contacts

Click your business name and choose Import and export data.
On the Import tab, for the Data type choose Contacts.
For the Contact type, select Customer or Supplier.
Click Browse and locate the import file.
Click the import file then click Open.
For the Match contacts using, choose
Select the method for handling duplicate records.
Click Import.

Related topics

Importing and exporting data

Importing items into MYOB Essentials

Adding customers

Adding suppliers

Page tree

To import contacts into MYOB

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