Contact management > Synchronizing MYOB cards with Microsoft Outlook contacts > Importing your Outlook contacts to your MYOB cards
Importing your Outlook contacts to your MYOB cards
You can import your Outlook contacts to your MYOB cards from either the default contacts folder, or from group contact folders created for each MYOB card type.
However, before you import your Outlook contacts, you need to identify each contact as a customer, vendor, employee, or personal contact.
note : Blank fields in your Outlook contacts are not included in the import
If a field in your Outlook contact is blank but the corresponding field in your MYOB card is complete, this field will be skipped during the import process. This ensures that blank fields don’t overwrite contact details recorded in your MYOB cards.
If you want to import your contacts to MYOB cards from the default Outlook contacts folder, type the card type for each contact in the Categories field of the General tab.
You need to save your contacts to group contact folders labelled MYOB Customer, MYOB Vendor, MYOB Employee, and MYOB Personal. For instructions on how to set up group contact folders in your Outlook contacts, refer to your Microsoft Outlook documentation.
Check that the details recorded in your Outlook contacts are up to date and entered in the correct field.
|
1
|
|
2
|
caution : Back up your company file
Importing your Outlook contacts to your MYOB cards will change the details recorded in your company file. To avoid losing contact details stored in your company file, back up your company file before synchronizing. For more information on backing up your Company File, see Backing up and restoring company files.
note : You can synchronize cards from any of the Cards List tabs (All Cards, Customer, Vendor, Employee, and Personal).
The default card type selected will vary according to the tab you are on when you click Sync Cards.
|
4
|
|
5
|
Select a synchronization rule from the Update Rules list. For more information, see Synchronization update rules.
|
|
6
|
If you want to import your Outlook contacts from the default Outlook contacts folder, click Settings. The Outlook Sync ‑ Settings window appears. If you are importing your contacts from group contact folders, go to step 7.
|
Select the option Import and export all MYOB cards to the default contacts folder and then click OK.
|
7
|
Click Import. A Microsoft warning appears.
|
|
8
|
Select a period for your MYOB software to access your Outlook contacts:
|
|
a
|
Select Allow access for option.
|
|
b
|
|
c
|
Click Yes.
|
The import process starts and the Blank Field Warning window appears.
|
9
|
If you selected the Ask me to confirm updates rule, the Outlook Sync - Confirm Update of MYOB card window appears.
Select how you want to deal with each update. When you have confirmed all updates the Outlook Sync - Import Summary window appears.
|
Updated or added cards
|
The number of cards added or updated in your MYOB cards.
|
|
Updated or added cards with warnings
|
The number of cards updated but the details in your MYOB cards may be incomplete.
|
|
Skipped contacts
|
The number of contacts you chose to skip (if you selected update rule Ask me to confirm updates) and the number of contacts that were not imported because they contained blank Outlook contact fields.
|
note : MYOB import log
If you want to view a list of the records updated and the problems encountered during the import, refer to the MYOBImport.html file. This file—readable by any Internet browser—can be found in the OutlookSync folder.
