You can now identify cards by Card ID, Record ID or Co./Last Name when importing and exporting

You can now specify how you want to identify imported data. You have the option to identify imported vendor, customer and employee data by Card ID, Record ID or Co./Last name. This option is available when you import cards, sales and spend money and receive money transactions.

Card ID

A Card ID is an identifier that you can assign to customer, vendor, employee and personal cards in your company file. If you select this option, a record is imported if the Card ID in the imported record matches a Card ID in the company file. If it does not, the record is rejected as unmatched.

Record ID

A Record ID is a unique identifying number automatically assigned to each card you create. You cannot edit, duplicate or delete this number, so it can be used to accurately identify imported transactions. If you choose this option, a record is imported if the Record ID in the imported record matches a Record ID in the company file. If it does not, the record is rejected as unmatched.

Invalid data in other import fields may still cause a transaction to be rejected.

Co./Last Name

If you choose this option, a record is imported if the company name or last name of the imported record matches a company name or last name in the company file. If there are cards with the same last name or company name, the transaction is likely to be rejected.

Changes to the Import Data window

Co./Last Name, Card ID and Record ID are listed as conditional fields (indicated by a ^ symbol) in the MYOB Fields list. One or more conditional fields must be selected as a Matching Import Field before you can start importing.