Forum Discussion

BecCore's avatar
3 days 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

 

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    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

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