Export Customers to MYOB

Overview

Learn which MYOB AccountRight Live permissions are required to export customer data to MYOB, as well as the information that exports.

In MYOB AccountRight Live, your access is controlled by privileges that are organised in groups with minimum access levels assigned to them, such as Read Only or Read & Write.

For example, for all data that you transfer between Simpro Premium and MYOB, you need to have a minimum access level of Read Only for the Accounts privilege, which is included in the Accounts group.

A screenshot of the privilege and access levels available in the purple MYOB interface.

All names used in MYOB are case-sensitive when linking to Simpro Premium, which means that all names in Simpro Premium and MYOB must match exactly before transferring any data to prevent duplication.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Accounting Link

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 Accounting Link

To transfer customer data from Simpro Premium to MYOB, you need access to privileges in the following groups in MYOB:

Accounts A minimum access level of Read Only for the Accounts privilege.
Lists A minimum access level of Read & Write for the Tax Codes privilege.
Cards A minimum access level of Read & Write for the Customer Cards privilege.

Your customer card files have the following information exported from Simpro Premium into MYOB:

Company Name This information is for company customers only and populates the Company field in MYOB, allowing 50 characters.
First Name, Last Name This information is for individual customers only and populates the First name and Last name fields in MYOB, allowing 20 characters for First name and 30 for Last name.
ABN

This information is for company customers only and populates the A.B.N field in MYOB, allowing 11 numeric characters.

ABN numbers must be formatted as “XX XXX XXX XXX”, for example, “12 345 678 900”

Street Address This information populates the Address 2 (Ship to) field in MYOB, allowing 255 characters for the Address, City, State and Country fields and 10 for the post code.
Postal / Billing Address This information populates the Address 1 (Bill to) field in MYOB, allowing 255 characters for the Address, City, State and Country fields and 10 for the post code.
Primary Phone This information is for individual customers only and populates the Phone 1 field in MYOB, allowing 21 characters.
Company Phone This information is for company customers only and populates the Phone 1 field in MYOB, allowing 21 characters.
Mobile This information is for individual customers only and populates the Phone 3 field in MYOB, allowing 21 characters.
Company Fax This information is for company customers only and populates the Fax field in MYOB, allowing 21 characters.
Email This populates the Email field in MYOB, allowing 255 characters.
Payment Terms This populates the Selling Details field in MYOB.
Payment Method

This populates the Payment Methods field in MYOB.

MYOB payment methods must match the payment methods in Simpro Premium. Learn more in How to Use Payment Methods. Only payment methods marked as Cheque in MYOB stores the BSB / bank code, bank account number, and bank account name.
On Stop This populates the On Hold field in MYOB.

Learn more in How to Create Customers.