How To – Import Jobs into MYOB Online (V2016.2)

  • Under File select Import/Export Assistant

  • Select Import Data 
  • Click Next 

  • Select Jobs from the import drop down list

  • Click Browse to locate your exported file from CatchData

  • Select the file and click open

  • Click Next

  • Data is separated by – Tabs
  • The first line of the file contains – Headers or Labels
  • If data you are importing already exists in the company file – Reject the import data
  • Click Next

  • Select Auto Match
  • Click Next 

  • If you would like to backup your company file before importing, click backup
  • Click Import

  • After the import is completed, the import log will appear notifying you of the successful items, skipped items and items with a warning message
  • If any items were skipped or imported with a warning, you will need to keep the MYOB Error file and confirm (see notes)
  • Click Close after confirming

Notes: 

  • CatchData recommends exporting and importing into your chosen software program in this order: Jobs, Clients, Suppliers, Job Invoices, Supplier Invoices, Timesheets
  • After each import, an import log will appear, notifying you of the successful items, skipped items and items with a warning, this file is located in the same folder as your MYOB file.
  • If there are any skipped items or items with a warning, this will need to be printed before continuing on with your next import as the file updates after each import.