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.
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...