- Created by admin, last modified by AdrianC on Mar 23, 2020
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 36 Next »
https://help.myob.com/wiki/x/bx4kAw
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 can import contacts (customers or suppliers) into MYOB instead of entering their details one at a time. This is handy if you have a list of contacts you've exported from another program or if they're saved in a spreadsheet.
For the easiest import, we recommend using a sample file. It works like a template and ensures the required information is entered in a format that's accepted by MYOB. We've provided a sample file below which contains all available fields needed for importing contacts. All you need to do is download the file, open it in a spreadsheet program like Excel, add your contact information, then import it into MYOB.
Already prepared an import file? Jump straight to task 2 to learn how to import it.
Let's step you through it.
- Right-click the sample file and save it to your Desktop: SampleContactsFile.txt
- Open a blank workbook in Excel.
- Click and drag the downloaded sample file onto the the workbook. The file will open in Excel and the contents of the template will be displayed.
When looking at the file in Excel, note the following:the first cell (A1) contains parentheses (brackets) - these need to remain, as they indicate that the import file is for MYOB.
the second row (beneath the row with the brackets) is labeled so you can work out what type of information is displayed in each column.
Enter your data in each applicable column. See the FAQs below for details about how the columns in the sample file correspond to the fields in MYOB.
Remember:- each column in the import file represents a field in MYOB
- each row in the import file represents a different contact
- leave the brackets on the first row, and the headings on the second row.
When you're done, save the template as a text (.TXT) file. If you like, you can give the file a meaningful name, such as "Customer Import" or similar.
If you're not importing a prepared sample file, make sure your import file:
- is a text (TXT) file
- is in tab-separated format
- contains a header row for all mandatory fields (see the FAQs below)
- contains brackets {} in cell A1
- is 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 how you'll match imported information with existing contacts.
Only choose Record ID if importing data which came from the same MYOB business you're importing into.
If you're importing new contacts, choose Company name or last name.
Choose the method for handling duplicate records.
- Click Import.
After importing, you can check the imported contacts and add or update any of their details.
FAQs
What are the mandatory fields when importing contacts?
- Surname/family name/last name (for individuals)
- Company name (for companies)
How do the columns in the sample file correspond to the fields in MYOB?
It might not be clear what some of the fields (column headings) in the sample file relate to, so this table might help.
| Column heading in sample file | MYOB field info |
|---|---|
| Co./Last Name | Surname or family name (for individuals), or Company name (for companies) |
| Card ID | Contact ID (this is a unique code or identifier for the contact, like a customer reference number) |
| Card Status | Indicates if this is an inactive contact (Y for yes, N for no) |
| Addr 1 | Fields that begin with Addr 1 relate to billing address details, for example Addr 1 - line 1 is the first line of the billing address |
| Addr 2 | Fields that begin with Addr 2 relate to shipping address details, for example Addr 2 - line 1 is the first line of the shipping address |
| Account | (Suppliers only) The default expense account for this supplier's bills |
| Record ID | This is an internal number in your MYOB business. It's only used if you're importing information that's come from the same MYOB business, so generally it's not applicable and should be left blank |
Yes
No
Thanks for your feedback.