Importing Data Using MYOB: 5 Things To Remember

When you have large amounts of data, spending time individually transferring and manually entering your data seems counterproductive. Fortunately enough, MYOB eliminates the need to do so by allowing MYOB users to import their data. However, to ensure that you are able to accurately import data using MYOB, there are 5 factors to remember:

1. Basic

Before you begin importing data, check to make sure that the data you are importing into MYOB meet the rules and formats required to do so. By MYOB capabilities, you are able to import a variety of different data including customised forms, other MYOB accounts lists, customer/supplier information, stock lists and more. The method for importing these data types rely commonly on the Import Assistant. However, one important thing to note is that if you are importing data from other software like Excel or another MYOB company file, then you will have to export the data from the program first and save it in a CSV file.

2. Safety

In order to safeguard yourself against anything possibly going wrong, it is recommended to make backup copies so that you can restore them in the worst case scenario. Make sure to save your backup copy somewhere easily accessible before you begin the importing process. For more information on how to do so, you can visit the official MYOB website and search under the troubleshooting section.

3. Import Assistant

Locate your File menu and find your Import/Export Assistant. This will give you the option to either import or export data. Choose the Import data option and click next to proceed with the importing. You will then be tasked with selecting the data type that you intend to import so that your MYOB software can accommodate it. Now choose the file you wish to import (preferably a text file) and hit Next again.

4. Fields and Auto match

You will then have to choose the file format, type of the first record and how you want to handle duplicate records in your imported file. Match the import fields with the list of fields provided in the available fields section by choosing the name of a field in the import fields section and do the same for the matching one in the available fields section. The important fields that require field assignment would be noted by an asterisk. If all your fields match, you can simply choose Match All. If they don’t you will have to match the order by selecting Auto Match.

5. Import

Once you have completed all the above steps, select Import to finally import the data. If the data is imported successfully, you can click close. But if you see a warning or error message, the importing was not successful. You will then have to access the import log to figure out where the problem lies and rectify it.