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  4. How to Import your data into MYOB
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  3. Set Up and Feature Guides
  4. How to Import your data into MYOB

How to Import your data into MYOB

This article describes how to import Trade-Up data into MYOB accounting software. You can then use Trade-Up data in your MYOB reporting and account activities.

Import to MYOB

Import Export Wizard

Open MYOB. Select the File Menu in the top left of your screen, select Import / Export Assistant.

(NOTE: When testing the import , try with just one employee records first. Remove the remaining employee data, leaving only one employee data from the spreadsheet. The import of many employees can take several minutes)

Select Import Data

File Type

Select timesheets, search and browse for your file (Spreadsheet exported from Trade-Up). To export timesheets from Trade-Up read the ‘Export Timesheets from Trade-Up’.

* the file you are searching for will be  .csv , so make sure you are searching  “ All Files” located at the bottom right of your screen

Format options

Select the following

  • Data is separated by: Commas
  • The first line of the file contains: Headers Or Labels
  • Match Cards using their: Co./ Last Name

Match Fields

Select Auto Match on fields

*When matching fields, ensure “Available Fields” and “Matched Import Fields” are the same.

Back Up

As directed , follow instructions to create a Backup of your MYOB folder before proceeding  with Import.

Import Conclusion

Once the steps above are complete , select IMPORT. A report will be displayed on the screen ,  including any records imported and or  errors that may have occurred.

Troubleshooting Guide

Import results

The summary displayed after importing identifies the number of records imported, skipped, or if any had errors or warnings. Each timesheet is a record. 

An import log file is created after the import which provides details of any import issues. There are too many errors and warning codes to list them all here, but the import log file has all the info you need.

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