Exporting data from MYOB and Xero Accounts

Exporting Client/Supplier Cards from MYOB - AccountRight Premier

Please follow these steps:

1. File --> Export Data --> Cards --> Customer Cards
    

2. Leave the defaults set on the next page (Tab-delimited, First Record:Header Record) and click “Continue”

3. Click “Match All” (Please DO NOT select individual fields, please export all)*

4. Click “Export”

You will have the option to save the file CUST.TXT. Please save this file in a location you will remember.

  Repeat the process for the Supplier cards, but in Step 3 please select “Supplier Cards”. The file will save as SUPPLIERS.TXT.

Exporting Client/Supplier Cards from MYOB - AccountRight

  Please follow these steps:

1. File -> Import/Export Assistant

   

2. Click Export data, then Next

3. Choose Export - “Cards”, then choose “Customer Cards” in “Select Cards type:”

   
   
   

4. Press Next. On the “3 - Format” page, leave the options as they are (Separate data using: Tabs, and “Include field headers in file”. Press Next.

5. In the Select Fields page, press the “Add All > >” Button *

   
   
   

6. Click “Export”

You will have the option to save the file CUST.TXT. Please save this file in a location you will remember.  

Repeat the process for the Supplier cards, but in Step 3 please select “Supplier Cards”. The file will save as SUPPLIERS.TXT.

Exporting Contacts from Xero

Note: Exporting contacts from Xero requires you to be familiar with renaming files on the computer that you are using. If you require support with this, please contact I-man customer support on 03-9259-5200 and one of our technicians will assist you with the process.

1. Sign into Xero

2. Click on “Contacts” -> “Customers” 
   
   
   

3. Ensure that the Customers tab is selected, and Click on “Export"
    
   
   

4. The file will be downloaded as “Contacts.csv” – Please rename this file to “Customers.csv”.

5. Repeat the process for Suppliers. Click on “Contacts” -> “Suppliers”, and please rename the file to “Suppliers.csv”. Repeat for Contractors (if applicable) and rename to “Contractors.csv”