To import customer information
Sales Easy Setup Assistant > Build your customer list > To import customer information

If you've been using a spreadsheet programme or another accounting programme to keep track of your sales, you may want to use this information in MYOB Accounting Plus. You can use the instructions below to import your existing customer information into your Accounting Plus company file.

If you want some help with the importing process

Importing data is a somewhat advanced activity in MYOB Accounting Plus. If you don't feel comfortable completing the following procedure, you can contact an MYOB certified consultant for assistance. (See the list of Certified Consultants that you received with your MYOB Accounting Plus package to find one in your area. You can also refer to the MYOB UK Website ( http://www.myob.co.uk ) for a regularly updated version of that list.)

If you want more information about how individual cards fields are handled during the import process, refer Cards Fields.

  1. Export the data you want from the software programme you've used to create the data and where the information currently is located. Consult the manuals or online help for that programme if you're unsure about how to export the data. For example, if you've used a spreadsheet programme to track your data in the past, you should use that spreadsheet programme to export the information you want to use in Accounting Plus. The data you export must be stored in a file, known as an import file, that uses either the Tab-delimited File Format or Comma-separated File Format.
  2. Make a backup of your Accounting Plus company file. Although problems don't often occur when you import data, you'll be making changes to your company file that will be difficult to undo. As a precaution, we strongly recommend that you make a backup of your company file before you begin importing information into it. For detailed information about backing up your company file, see the Your Company File section of MYOB Help. (To view Help, choose MYOB Help from the Help menu.)
  3. Return to the Sales portion of the Easy Setup Assistant, and click the Import button in the Create Your Customer Cards window to begin importing the data. The Import File window appears.
  4. In the Import File Format field, select the file format of the import file you created in step 1.
  5. In the First Record Is field, select whether the first record in the import file is a Header Record or a Data Record.
  6. In the Duplicate Records field, select whether to reject duplicate records, update existing records or add new records if you have customers with the same name.
  1. After you've made your selections in the Import File window, click Continue. A dialog box appears, allowing you to locate your import file. Locate the file and click OK.
  2. The Import Data window appears. In this window, you'll match the information in the import file with its corresponding fields in Accounting Plus. To do this, highlight the name of a field in your import file from the Import Fields column.
  1. When you're done matching fields, click the Import button to begin the importing process.

    During the importing process, the Import Log report is created. This report, titled MYOBPLOG.TXT, lists information about any problems that occurred during the importing process, as well as information about rejected duplicate records. This report is created as a file, and is located in the same place on your computer as your company file.

    Each time you import, the Import Log report is created, using the same name. If an Import Log report already exists when you create another one, the existing report will be removed.