Forum Discussion

Peter_BKPlus's avatar
Peter_BKPlus
Experienced Cover User
3 years ago

Importing Customer cards

I wish to import customer cards from Access data base. What type of file do I need to use
  • shortred's avatar
    shortred
    3 years ago

    Peter, 

     

    Best practice is to export the report you want - Cards in this case - using all the fields you will need to add in your new data.  Cards prefers to export as a .txt file, which you can then open in Excel to better view the fields. Use this as a template to fill in your new records - you can probably export in a close enough format from Access once you see what the format needs to be. Saving the completed file as a csv should allow you to import it back into MYOB with your new data. Remember to leave the headers in place! It makes allocating fields much easier.

     

    Note that you MUST choose at least one of Card ID, Co./Last Name or Record ID as one of the fields you export and import. 

shortred's avatar
shortred
Trusted Cover User
3 years ago

Peter, 

 

Best practice is to export the report you want - Cards in this case - using all the fields you will need to add in your new data.  Cards prefers to export as a .txt file, which you can then open in Excel to better view the fields. Use this as a template to fill in your new records - you can probably export in a close enough format from Access once you see what the format needs to be. Saving the completed file as a csv should allow you to import it back into MYOB with your new data. Remember to leave the headers in place! It makes allocating fields much easier.

 

Note that you MUST choose at least one of Card ID, Co./Last Name or Record ID as one of the fields you export and import. 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.