- Under File select Import/Export Assistant
- Select Import Data
- Click Next
- Select Cards from the Import drop down list
- Select Supplier Cards from the Card type 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 – Update existing data
- Match Cards using their – Card ID
- 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 and items with a warning message
- If any items were skipped items 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.
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