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You can import data into your company file from a tab-delimited or comma-separated text file. Before you start the import process, you'll need to export the data you want from the program you’ve used to create the data.

Importing customised forms

You can import customised forms from one company file to another. For more information, see Exporting and importing personalised forms.

If you're importing an accounts list

If your accountant uses MYOB Accountants Office, you can import an accounts list from it. For more information, see Importing an accounts list from MYOB Accountants Office.

 

To import data

Before you import data you should make a backup of your company file. See Back up and restore company files.

  1. Go to the File > Import/Export Assistant.
  2. In the Import and Export Assistant window select Import data and click Next.
  3. Select the type of data you want to import from the Import list.

    Importing timesheets (Plus and Premier, Australia only)
    When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.

  4. Click Browse to locate and select the file you want to import, and then click Next.

  5. Select the import file format, the type of the first record, and the method of handling duplicate records.

  6. Click Next and match the import fields with fields in the Available Fields column. To do this:

    1. Click the name of a field in the Import fields column.

    2. Click the matching field in the Available fields column.

      The import field you selected appears in the Matched Import fields column.

      Some fields must be imported
      Fields that have an asterisk (*) next to them must have matching import file fields assigned to them.

    3. If all the fields in the import file match those in the Available fields column, including their order, click Match All. If the fields in your import file are not in the same order, click Auto Match to match the fields that have the same names.

  7. Click Next. If you didn’t make a backup prior to starting the import process, click Back up to make one now.

  8. Click Import to import the data.

    If you get a warning or an error message indicating that the import was not successful, refer to the import log, which you can access from the Conclusion step of the assistant.

  9. When the data has finished importing, click Close.