IMPORT SALES VIA CSV

Hi EMOpoku , yes that's correct. The exported file will be a text file, but copy the contents to Excel, prepare the new invoices there, then save that file as a text file with a different name.

Have a look at Transpost (transpost.com.au), apart from other advantages eg remembering mappings, I believe it will separate the invoices for you without further action on your part.

Hi EMOpoku, the best way forward is to export some existing invoices and use that file as a template (content transferred to, Excel).  I also suggest using the tab delimited format, less prone to error.

Hi Mike,

Thank you very much for your reply.  I have exported the file but it only exported to a Text file.  Did you mean in your response to transfer that content to excel? 

Thank you. 

Hi EMOpoku ,

In addition to Mike_James' suggestions, you can also visit these help articles for more information.
Importing data
Importing and exporting data

Regards,
Earl

Hi Mike_James

We are having a similar issue. Is there any way to import Service Sales into MYOB Accountright as a CSV NOT a Txt file?

The reason being is that our other system only allows us to export our Invoices as CSV. I have set up the Report in our other system to have the same column naming conventions as those required in the MYOB import file to make it as easy as possible for Users to extract the data and then import it into MYOB.

However, if we convert the CSV file to a txt file manually, we have found that all of the items end up on 1 invoice instead of multiple, regardless of whether the invoice number is Unique (Invoice number 14053 and 14054). We think this might be because the txt. file does not have a blank row/gap between where one invoice ends and another starts. That's the only difference we have found between the txt. export file from the old system (which works perfectly) vs the one we have attached.

Any help or advice would be greatly appreciated.

Hi TrudiMelbMem , you should be able to import service sales as either txt or CSV. Have you tried importing the CSV file as it comes out of the other system?

You are correct that a blank row is required between separate transactions, but that applies to the CSV format as well. 

Hi Mike_James

It did allow us to import as a CSV instead of txt file. However we are still having the same problem of it creating 1 big invoice instead of 2 individual invoices with the numbers 14053 and 14054.
How do MYOB clients go about manually adding a blank row between invoices? This will be extremely time consuming if we have 50-100 invoices to import. Or is there some other better way to import invoices from our CRM to MYOB?

Any advice would be greatly appreciated

Hi TrudiMelbMem , I've attached an Excel worksheet which shows a way of adding those blank rows with formulas, hope it is helpful

Hi Mike_James 

Appreciate you making the effort to provide a workaround solution but this still feels like a lot of work for us to do every day. Is this what every other MYOB client who wants to import invoices has to do? Almost every other system I have worked with allow import as CSV and are able to pick up on the unique value in the invoice column to create a new record. Txt is a very old way of doing things...