TrudiMelbMem
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Re: IMPORT SALES VIA CSV
Hi Mike_James We have already modified the report as much as possible in our other system (Zoho). We were able to change the naming conventions and add a bunch of other required fields (like GST Codes etc) to make the exported data match with the MYOB import required fields but there is no option to add blank rows in between invoices - probably because no one would want to use that function. They allow exporting in basically every other file type except for TXT (again probably because this format isn't popular or User friendly). Do you know of any integration options between Zoho and MYOB? That don't cost an arm and a leg or require custom development?119Views0likes1CommentRe: IMPORT SALES VIA CSV
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...289Views0likes3CommentsRe: IMPORT SALES VIA CSV
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 appreciated332Views0likes5CommentsRe: IMPORT SALES VIA CSV
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.292Views0likes7Comments