andyob's avatar
andyob
Member
1 year ago
Status:
Open

Ability to export contacts

 

Currently there is no way to export contact information, please correct this.

 

Thanks,

Andy.

 

6 Comments

  • AndyG's avatar
    AndyG
    Contributing User
    30 days ago

    As a long-time MYOB user, I find it frustrating that such a basic feature as exporting customer and supplier contact data still appears to be unavailable in MYOB Business.

    Customer and supplier records are our own business data, and the ability to export them should be standard functionality. It makes it difficult for businesses to back up their information, analyse it externally, or migrate to another system if required.

    From a user's perspective, it can create the impression that MYOB is making it harder than necessary to move data between platforms. Whether that's the intention or not, the lack of a simple contact export feature is disappointing and seems out of step with most modern business software.

    I hope MYOB will prioritise this functionality in a future update.

  • 2 years later - There still isn't an option to exporting card file data. This includes the issue of not having access to payroll information, including the significant issue of what information applies to each state for reporting 1. Workers Comp, 2.Payroll tax and 3. Labour Hire. Pretty sure Xero has this functionality ? 

     

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 year ago
    Status changed:
    New
    to
    Open

    Hey andyob

    Thanks for your idea! We’ll be sharing it with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  •  

    Hello,

     

    I'm adding to this "feature" request, which is now over two years old with no meaningful progress or updates from MYOB.

     

    The inability to export a list of our contacts (among other information) is a huge gap in managing data. This shouldn't be a complex feature request, it's standard functionality that exists in virtually every business software platform. All of our data should be accessible to export, especially one as important as customers.

     

    The only alternative (that I've come across) is creating a contacts report, however, this only works if there is an active balance. A simple solution in the past two years since the original suggestion could have been to add a checkbox to the "Contacts report" to switch between "contacts with existing balance" and "all contacts".

     

    From a very brief search, I've noticed other requests of similar nature, that also remain unaddressed:

     

    The status of this request was recently changed from "ON HOLD" to "OPEN", but can we please receive an actual update regarding this (very basic) request? In a recent online chat with a support agent at MYOB (named Bernadette), they stated that the only current way to do this for all contacts is to manually copy the contact details, and acknowledged how tedious of a task this would be. Further, they confirmed that this isn't even a planned feature, and has just been stale since the initial suggestion (see screenshots below). 

     

    Two years is an unreasonable wait for such basic, and important, functionality. I look forward to an update on this!

     

    Cheers

    First screenshotSecond screenshot

     

  • "the impression that MYOB is making it harder than necessary to move data between platforms" . Ha, very diplomatic AndyG ! I'm not a coder but its hard to imagine that if you can write code to export particular data fields, why would there be limitations on exporting 'all data fields'? Given it is now 'compulsory' to use one ATO-linked software or another and the fact that the price rises are higher than inflation, there should be a senate inquiry into the barriers to transitioning to different providers and why the subscription increases, are above inflation