Forum Discussion

Rose22's avatar
Rose22
Contributing User
3 years ago

Importing the PDF customer to MYOB AccountRight

I am using software that generates the invoice automatically in excel or pdf format, I am not able to import it to MYOB.
The_Doc's avatar
The_Doc
Ultimate Cover User
3 years ago

Hi Rose22 

 

PDF formatted invoices do not import directly into MYOB - though you can send a pdf to The tray and attach it to a form.

 

EXCEL has to be in csv or tab delinated to enable importing however, it is by no means an automatic feature that can just occur.

 

You can certainly have software create the exactly formatted tab delineated file for the invoice and importing can be fairly simple - but again - not automatic.

 

Or you can send it all via a POST via the API - but again this is a highly technical process.

 

Can you be more specific in your post?

 

The Doc

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