If you've been using a spreadsheet programme or another accounting programme to keep track of your suppliers, you may want to use this information in MYOB Accounting Plus. You can use the instructions below to import your existing supplier information into your Accounting Plus company file.
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.
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.
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.)
If you attempt to import a record for a supplier whose name is the same as another supplier, Accounting Plus will reject the record, update the information for the existing record in your company file, or create a separate record for the second supplier, depending upon your selection here.
(In most cases, you'll want to choose the Add Them option, since it's possible to have two or more suppliers with the name "John Jones" or "Acme Supply".)
Then click the Accounting Plus field in the Accounting Plus Fields column that you want to match the import field with. When you click the Accounting Plus Fields column, the import field you selected will appear in the Matching Import Field column.
If you want to remove an import field's name from the Matching Import Field column, simply click the import field's name.
Note: The Co./Last Name field must be imported. Accounting Plus fields whose names have asterisks (*) next to them must have matching import file fields assigned to them. When you import supplier information, the company name or individual's last name is the only field that must be imported.
If all the fields in the import file match the fields in the Accounting Plus Fields column, you can match all the fields at one time by clicking the Match All button at the bottom of the window.
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.