Import Supplier Cards from MYOB Desktop

Import Supplier Cards from MYOB Desktop

In MYOB

VERY IMPORTANT:

Firstly please ensure there are no duplicate suppliers in MYOB.  If there are, rename them all to be unique.

  1. File > Export Data
  2. Choose Cards from the drop-down list, then Supplier Cards
  3. You can ignore the other options, and click Next or Continue
  4. Choose to separate the data using Tabs, and also tick the Include field headers in the file, then click Next
    [Or instead of this it may give you the option to choose to separate the data using Tab-delimited and to choose header record]
  5. From the options list on the left hand side highlight Co./Last Name and click Add.  It will now be on the right hand side.  Then click Export
  6. Save the downloaded file as Company.csv

In Lightyear


Head over to Settings > Accounting Software > Select MYOB Desktop as below


Click on Accounting Software > MYOB Desktop Suppliers > Edit

Under Supplier Cards, click on Choose File and attach the Company.csv you previously saved. Click Upload



Ensure your file has been set up in the correct format as per the tip provided above. 

Follow the prompts as it will ask you: 
  • Does the uploaded file contain a Header row? Yes / No to a header row
  • Select the File Format and then Confirm
    • 1 Column - Supplier Name only
    • 1 Column - Card ID only
    • 2 Columns - Supplier Name, Card ID only

Once the upload is complete you will see a summary table displayed. Your supplier cards have now been successfully uploaded into Lightyear. 

-   If any are missing make sure that they are set as 'Company' and not as an 'Individual' in MYOB.
-   If you add new suppliers in MYOB you can repeat this process during which time only new Supplier Cards will be imported.
-   Alternatively you can add a supplier card manually in Lightyear and then manually create the supplier in MYOB to match.  Please note that the supplier card details in MYOB need to match Lightyear exactly including cases and spaces, we recommend you copy & paste from one screen to another.



      

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