Exporting Contacts from MYOB

This document will help you extract the data from MYOB. To learn how to import the data see the importing contacts document.

Learn what you can do with the customer/supplier import

Exporting Contacts from MYOB

1. Log in to MYOB and go to File > Export Data > Cards.
2. Choose a card file (Customers, Suppliers etc).
3. Select Excel 97-2003 from the Export File Format menu.
4. Click Continue.
5. Click Match All.
6. Click Export.
7. Import the file into Brightpearl at Setup > Data/Import > Import Customers/Suppliers!

Brightpearl will import:

• Contact company, name, contact details
• All 3 address books
• Credit terms
• Credit limit
• Email and website information
• MYOB "Notes" into the Brightpearl "Scribblepad"

If you're going to be importing your accounting Debtors and Creditors, don't change the company name since this is what we use to match on.

Importing the Data to Brightpearl

Learn about importing contacts