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.



      

    Check out our
    Product Blog Series
    to stay up to date

      • Related Articles

      • Exporting from Lightyear to MYOB

        Once some bills have been approved, go to the Signed Off tab in Lightyear and select the invoices you wish to export and click the Export to MYOB button. At the end of the export process, you will get a confirmation on screen that the export has been ...

      • MYOB Integration Setup Guide (Essentials & AccountRight)

        Connecting to MYOB (Essentials & AccountRight) There are different versions of MYOB that Lightyear can connect to. Please follow the below steps to connect to both MYOB Essentials and MYOB AccountRight. Some notes will be version specific, so please ...

      • Troubleshooting MYOB Error Messages

        [[BusinessEvent_DateOccurred_InLockPeriod; DateOccurred:(PurchaseEvent); BusinessEvent_DateOccurred_InLockPeriod; InventoryDateOccurred:(PurchaseEvent)]] Translation: Locked Period in MYOB If you are trying to export to a locked period, you will be ...

      • MYOB Acumatica Best Practices

        MYOB Acumatica Tips and Tricks Set your Tax Calculation Mode Under your MYOB Acumatica Supplier profile> Purchase Settings > you can set the Tax Calculation Mode. For the most seamless experience from Lightyear, best to set this as Net. This will ...

      • MYOB Acumatica Integration Setup Guide

        Connecting to MYOB Acumatica As of July 2024, MYOB Advanced is rebranded to MYOB Acumatica. Any reference to MYOB Acumatica or MYOB Advanced in this guide can be used interchangeably. There are different versions of MYOB that Lightyear can connect ...