How to Perform an Initial Import

Overview

If you are getting started with Simpro Premium and you are already using the desktop MYOB accounting package, you can import your existing customer, supplier, and employee information from MYOB into Simpro Premium.

This import can only be performed once. Not all information in MYOB can be sent to Simpro Premium, so you may need to enter some details manually.

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up the MYOB Desktop Accounting Link

Please ensure you back up your MYOB file before performing an initial import.

For the initial import to be successful, you can only have one employee created in Simpro Premium, and no customers or suppliers.

To perform an initial import:

  1. Set up the MYOB desktop accounting link. Learn more in How to Set Up the MYOB Desktop Accounting Link.
  2. Ensure you have the correct MYOB data file and Simpro Premium company selected.
  3. Ensure that the MYOB username and password entered into the accounting link is an Admin user. To check this, go to Setup > Preferences > Security in MYOB.
  4. In the accounting link, click the Setup tab and select the check boxes to import customers, suppliers and / or employees as required.
    • To exclude items from the import, clear the check boxes.
  5. Click Initial Import > Yes.

A list of the records that are transferred displays. You can also click the History tab to view the same records in the log files.

A text file called simPRO_to_MYOB_importlog (or simPRO_to_MYOB_importlog_[simPRO company name] if multi company) is created on the desktop with this information.

Check your imported card files in Simpro Premium to update information as necessary.

When using the accounting link, the Card ID field in MYOB is matched with the Customer / Supplier / Employee ID in Simpro Premium.The initial import process overwrites any existing values in the Card ID field in your MYOB company file.

The following information can be imported from MYOB to Simpro Premium using the initial import.

When customers are imported from MYOB to Simpro Premium, the following fields are transferred:

Simpro Premium Fields MYOB Fields
First Name First Name. If the customer is a company, these fields are blank in Simpro Premium.
Last Name Last Name. If the customer is a company, these fields are blank in Simpro Premium.
Company Name Company name
Company Phone Phone 1
Alt. Phone Phone 2
Mobile Mobile
Fax Fax
Email Email
Website Website
ABN ABN
Postal Address Bill To. If only Bill To is available, this is both the Postal Address and Street Address.
Street Address Ship To. If only Bill To is available, this is both the Postal Address and Street Address.

Learn more in How to Create Customers.

When suppliers are imported from MYOB to Simpro Premium, the following fields are transferred:

Simpro Premium Fields MYOB Fields
Phone Phone 1
Fax Fax
Email Email
ABN ABN
Account Name Account Name
BSB BSB
Account Number Account Number
Street Address Address 1
Postal Address Address 1

Contractors are imported as suppliers and require additional setup. Learn more in Contractors.

Learn more in How to Create Suppliers.

If you have more than one employee created in Simpro Premium, you cannot use the initial import.

When employees can be imported from MYOB to Simpro Premium, the following fields are transferred:

Simpro Premium Fields MYOB Fields
Name If the employee is marked as a company in MYOB, the company name is the employee Name in Simpro Premium. If the employee is marked as an individual, the employee Name is in 'last name, first name' format.
Phone Phone 1
Mobile Mobile
Fax Fax
Email Email
Tax File Number Tax File Number
Account Name Account Name
BSB BSB
Account Number Account Number
Date of Birth Date of Birth
Start Date Start Date
Street Address Address 1
Postal Address Address 1

Learn more in How to Create Employees.

Contractors in MYOB are imported as suppliers. After the initial import, you need to complete additional setup.

To set up your contractors after the initial import:

  1. Locate the contractors in Simpro Premium that are listed as suppliers and delete / archive them.
  2. Create the contractor in Simpro Premium as normal. Learn more in How to Create Contractors.
  3. In MYOB, locate the associated supplier and update the ID number to match the Contractor ID in Simpro Premium.
    • In Simpro Premium, the Contractor ID is displayed in Details > Summary in the contractor card file.