Forum Discussion

OGS's avatar
OGS
Experienced Cover User
9 months ago
Solved

Exporting Supplier contacts

I am trying to export supplier contacts to Tradify. Tradify was able to import customers easily. However I have to upload a .csv file for the supplier contacts. How can I do this on MYOB business PRO...
  • Shella_A's avatar
    Shella_A
    4 months ago

    Hi SamS18,

     

    Good pick-up! In MYOB Business Pro there’s no File menu; that navigation is for AccountRight desktop. Here’s how to get it done in Business Pro. Use the gear icon > Import and export data for things like Accounts, Items (and Categories). For contacts, run the Contacts report (Reporting > Reports > Business tab > Contacts) and export to Excel. For other info (sales, purchases, GL, etc.), run the relevant report and export to Excel/PDF from Reports.

     

     

    Cheers,

    Shella

MMC_Convert's avatar
MMC_Convert
Experienced User
8 months ago

Hi Amanda, 

You can use the Import/Export Assistant feature within MYOB Business Pro to export supplier contacts in .csv file. 

Please use this navigation path: MYOB Business Pro > File > Import/Export Assistant > Export data > Cards > Supplier Cards

Hope this helps.

Ankit Mehta
MMC Convert

  • SamS18's avatar
    SamS18
    Member
    4 months ago

    I am trying to find the answer to this same question. The response above says "Please use this navigation path". I am in MYOB Business Pro but there is no 'file' option. Can someone please assist? As per Amanda's initial query, I can only find the 'Import and Export Data' option under settings, and that only gives me the option of exporting the Chart of Accounts or Items list.

    • Shella_A's avatar
      Shella_A
      MYOB Moderator
      4 months ago

      Hi SamS18,

       

      Good pick-up! In MYOB Business Pro there’s no File menu; that navigation is for AccountRight desktop. Here’s how to get it done in Business Pro. Use the gear icon > Import and export data for things like Accounts, Items (and Categories). For contacts, run the Contacts report (Reporting > Reports > Business tab > Contacts) and export to Excel. For other info (sales, purchases, GL, etc.), run the relevant report and export to Excel/PDF from Reports.

       

       

      Cheers,

      Shella

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