{"id":386,"date":"2019-03-21T03:56:38","date_gmt":"2019-03-21T03:56:38","guid":{"rendered":"http:\/\/54.206.82.149\/?post_type=ht_kb&p=386"},"modified":"2019-12-18T03:43:27","modified_gmt":"2019-12-18T03:43:27","slug":"how-to-import-in-myob","status":"publish","type":"ht_kb","link":"https:\/\/knowledge-base.up-family.com.au\/?ht_kb=how-to-import-in-myob","title":{"rendered":"How to Import your data into MYOB"},"content":{"rendered":"\n

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.<\/p>\n\n\n

Import to MYOB<\/h2>\n

Import Export Wizard<\/h4>\n

Open MYOB. Select the File Menu in the top left of your screen, select Import \/ Export Assistant.<\/p>\n

(NOTE<\/strong>: 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<\/em>)<\/p>\n

\"\"<\/p>\n

Select Import Data<\/p>\n

\"\"<\/p>\n

File Type<\/h6>\n

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’<\/a>.<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

* the file you are searching for will be\u00a0 .csv , so make sure you are searching\u00a0 \u201c All Files\u201d located at the bottom right of your screen<\/p>\n

\"\"<\/p>\n

Format options<\/h6>\n

Select the following<\/p>\n

    \n
  • Data is separated by: Commas<\/strong><\/li>\n
  • The first line of the file contains: Headers Or Labels<\/strong><\/li>\n
  • Match Cards using their: Co.\/ Last Name<\/strong><\/li>\n<\/ul>\n

    \"\"<\/p>\n

    Match Fields<\/h6>\n

    Select Auto Match on fields<\/p>\n

    \"\"<\/p>\n

    *When matching fields, ensure \u201cAvailable Fields\u201d and \u201cMatched Import Fields\u201d are the same.<\/p>\n

    Back Up<\/h6>\n

    As directed , follow instructions to create a Backup of your MYOB folder before proceeding\u00a0 with Import.<\/p>\n

    \"\"<\/p>\n

    Import Conclusion<\/h6>\n

    Once the steps above are complete , select IMPORT. A report will be displayed on the screen ,\u00a0 including any records imported and or\u00a0 errors that may have occurred.<\/p>\n

    \"\"<\/p>\n

    \"\"<\/p>\n

    Troubleshooting Guide<\/strong><\/h6>\n

    Import results<\/strong><\/p>\n

    The summary displayed after importing identifies the number of records imported, skipped, or if any had errors or warnings. Each timesheet is a record.\u00a0<\/span><\/p>\n

    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.<\/span><\/p>\n

    \"\"<\/p>","protected":false},"excerpt":{"rendered":"

    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:…<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,34,27],"ht-kb-tag":[101,148,147,73,72,109,149],"class_list":["post-386","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-trade","ht_kb_category-timesheets","ht_kb_category-user-guides","ht_kb_tag-accounting","ht_kb_tag-export-data","ht_kb_tag-import-data","ht_kb_tag-myob","ht_kb_tag-payroll","ht_kb_tag-timesheets","ht_kb_tag-trade-up-data"],"yoast_head":"\nHow to Import your data into MYOB - The Up-Family Knowledge Base<\/title>\n<meta name=\"description\" content=\"This article describes how to import Trade-Up data into MYOB accounting software. 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