Exporting Data from MYOB to Local File (AccountRight V20 / Live)

Exporting Data from MYOB to Local File (AccountRight V20 / Live)

Doing MYOB Data Exports is fairly straightforward, there is a wizard tool in MYOB that helps walk you through the process. This guide will detail the process for doing a customer card export, however doing a an Item export is an almost identical process. Inzant will typically request your data export files when doing a system load where MYOB AccountRight integration is required.

Step 1

Click on the "File" menu option, and select "Import/Export Assistant" option.



Step 2

Select the "Export data" option, click "Next".



Step 3

Select "Cards" or "Items". If Cards also select "Customer Cards" from the second dropdown list. Click Next.



Step 4

Select "Tabs", and ensure "Include field headers in the file" is checked. Click Next.



Step 5

Click "Add All >>" button to add all fields to the export file, then click "Export".



Step 6

Save the file to your local computer.



Step 7

Ensure to repeat the process so you have both an Item and Customer Card export file, then send to Inzant so they can review.


    • Related Articles

    • Configuring MYOB AccountRight Integration

      Hint: to view any of the images in this guide in more detail you can click on it for a more detailed version. To close the image popup you can click the cross in the top right of screen. Opening the Integration To modify an existing MYOB AccountRight ...
    • MYOB AccountRight Live Integration Overview

      Inzant's latest integration with the latest MYOB AccountRight accounting software is better than ever, with all sync tasks being automated and happening either instantly or on a scheduled basis. Another huge plus is that the integration is configured ...
    • Creating a new MYOB AccountRight integration in Inzant Sales

      To create a new MYOB AccountRight Integration in Inzant Sales you'll first need to navigate to the Integration screen. Do this by clicking "Integration" in the sidebar menu. Now click on the "New Integration" button in the top right corner of the ...
    • Common MYOB Error Codes

      We've compiled a list of the more common errors you'll see when syncing orders into MYOB using the EDI Client below, with a suggested action for each error as well. Products Error Description Appropriate Action Product Not Found This essentially ...
    • Troubleshooting - MYOB AR Purchase Order "OnHold" Reasons

      Inzant strongly recommends having error logging emails turned on, so that if either a Retailer or Purchase Order transfer into MYOB fails you get notified immediately. Here is a guide on enabling and configuring logging emails. If a Purchase Order ...
    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Retailer in question. This involves clicking the ...
    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
    • Recent Articles

    • Settings - KPI Data Source

      KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings  To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
    • Settings - Fixed Products per Row

      Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings  Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
    • Settings - Show Bulk Discounts

      Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings  Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
    • Video Guide - Subscription Management

      Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
    • Video Guide - Order Types Explained

      This video covers the work flow from iPad to ERP and what each stage of an order is named. ​​