Contact management > Synchronizing MYOB cards with Microsoft Outlook contacts > Exporting your MYOB cards to your Outlook contacts
Exporting your MYOB cards to your Outlook contacts
When you export your MYOB cards to your Outlook contacts, your contacts are saved by default to group contact folders. For example, Customer contacts are saved to a folder called MYOB Customers.
If you use a Personal Digital Assistant (PDA) and want to synchronize your Outlook contacts and your PDA, your contacts must be saved to the Microsoft Outlook default contacts folder. When you export your MYOB cards to your Outlook contacts, you can select an option to save your contacts to the default contacts folder.
caution : Back up your Outlook contacts
Exporting your MYOB cards to your Outlook contacts will change the details recorded in your Outlook contacts. Back up your Outlook contacts before synchronizing. See your Microsoft Outlook documentation for instructions.
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note : You can synchronize cards from any of the Cards List tabs (All Cards, Customer, Vendor, Employee, and Personal)
The default card type selected varies according to the tab you are on when you click Sync Cards.
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If you want to include inactive cards in your synchronization, select the Allow the export of inactive MYOB cards to Outlook option. For information about inactive cards, see Inactivating or reactivating a record.
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Select a synchronization rule from the Update Rules list. For more information, see Synchronization update rules.
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If you want to save your MYOB cards to your Outlook contacts default folder (you need to do this to synchronize your Outlook contacts and your PDA), or if you want to export your MYOB custom fields to your Outlook contacts, click Settings. The Outlook Sync - Settings window appears.
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If you want to synchronize your Outlook contacts and your PDA, select the Import and export all MYOB cards to the default contacts folder option. All contacts are then saved to your default Outlook contacts folder.
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If you want to export your MYOB custom fields to your Outlook contacts, select a matching Outlook contact field for Custom Field 1, Custom Field 2, and Custom Field 3.
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Click Export. A Microsoft warning appears.
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Select a period for your MYOB software to access your Outlook contacts:
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Select the Allow access for option.
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Click Yes.
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If you selected the Update existing contacts rule or the Do not update existing contacts rule, the Outlook Sync - Export Summary window appears. Go to step 11.
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If you selected the Ask me to confirm updates rule, the Outlook Sync - Confirm Update to Outlook Contact window appears.
Select how you want to deal with each update. When you have confirmed all updates, the Outlook Sync - Export Summary window appears.
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Added new contacts
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The number of new contacts added to your Outlook contacts.
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Updated duplicate contacts
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The number of Outlook contacts updated to match the details in your MYOB cards. Note that if you selected the Do not update existing contacts rule, updated duplicate contacts will always be 0.
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Rejected cards
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The number of cards you skipped (if you selected the Ask me to confirm updates rule) or the number of duplicate contacts (if you selected the Do not update existing contacts rule). Duplicate contacts have not been updated to match your MYOB cards.
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note : Outlook import log
If you want to view a list of the records updated and the problems encountered during the import, refer to the OutlookImport.html file. This file—readable by any Internet browser—can be found in the OutlookSync folder, which is located in your MYOB software’s program folder.
