Forum Discussion

BecCore's avatar
BecCore
Member
1 year ago

Importing Invoices to MYOB Business

Hello,


We have a new CRM system and we need to export invoices from the CRM to MYOB Business. The developer has asked me for a sample file, however there is none for invoices. Does anyone know if we are able to just import using .CSV or does it have to be a .TXT file and how to get a template for this?

 

See attched image of the only options for templates.

 

Your help would be amazing as I have called MYOB support 4 times and I think I know more than they do...So frustrating...

 

Bec

 

7 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi BecCore , there is no option to import invoices to MYOB Business at present via the Import/Export facility. Currently the only option is to post those invoices via the API, details can be found at developer.myob.com. Using the API is a better long-term solution, and generally easier for the user. 

    Which CRM system are you using?

    • BecCore's avatar
      BecCore
      Member

      Thanks Mike. Do you know if you can import invoices into MYOB Account Right? Also will the API work on Account Right also?

       

    • Douglas1177's avatar
      Douglas1177
      Member

      Hi Mike, do you provide API services for this function? We have limited IT knowledge about it. But we would like to import invoices to MYOB like BecCore​ said. 

      • Mike_James's avatar
        Mike_James
        Ultimate Cover User

        Hi Douglas1177​ , we can certainly help you. Please find our email addresses on the home page of our website www.datawise.co.nz