<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xml:lang="en" lang="en" xmlns="http://www.w3.org/1999/xhtml">
  <head>
    <!-- Start Webworks code in head section-->
    <meta http-equiv="Content-Type" content="text/html;charset=utf-8" />
    <meta http-equiv="Content-Style-Type" content="text/css" />
    <!-- saved from url=(0014)about:internet -->
    <title>File formats for importing and exporting</title>
    <link rel="StyleSheet" href="" type="text/css" media="all" />
    <link rel="StyleSheet" href="css/webworks.css" type="text/css" media="all" />
    <link rel="StyleSheet" href="document.css" type="text/css" media="all" />
    <script type="text/javascript" language="JavaScript1.2" src="scripts/expand.js"></script>
    <script type="text/javascript" language="JavaScript1.2" src="scripts/seealso.js"></script>
    <script type="text/javascript" language="JavaScript1.2">
      <!--
        var  WebWorksRootPath = "";
      // -->
    </script>
    <script type="text/javascript" language="JavaScript1.2">
      <!--
        		var  WebWorksSeeAlso = "xxx";
		      // -->
    </script>
    <!-- End Webworks code in head section-->
    <!-- Start custom CSS for layout-->
    <style>	
		#topborder {
		position : absolute;
		top: 0px;
		left:0px;
		width : 100%;
		height: 36px;
		background-color: #E4F1F8;
		padding: 0px;
				}
		#navigation {
		position : absolute;
		clear: right;
		top: 90px;
		width : 20%;
		left: 10px;
		border-right:3px dotted #C2DDF3;
		padding : 1px;
		overflow: hidden;
		}
		#content {
		margin-top: 42px;
		margin-left : 23%;
  		padding : 1px;
		}
		</style>
    <!--End custom CSS for layout-->
  </head>
  <body style="">
    <!--ZOOMSTOP-->
    <!--Above is code to tell the search engine to not index top matter-->
    <div id="topborder">
      <!--Start navigation buttons and company info at top of page-->
      <div style="text-align: left;">
        <table height="32px" cellspacing="5" summary="" align="right">
          <tr>
            <!--TOC is suppressed because of left navigation 
		  <td wwpage:condition="navigation-toc-current">
            <img src="images/tocx.gif" wwpage:attribute-src="copy-relative-to-output" alt="Table of Contents" wwpage:attribute-alt="navigation-toc-title" border="0"/>
          </td>
          <td wwpage:condition="navigation-toc-not-current">
            <a href="toc" wwpage:attribute-href="navigation-toc-link"><wwexsldoc:NoBreak /><img src="images/toc.gif" wwpage:attribute-src="copy-relative-to-output" alt="Table of Contents" wwpage:attribute-alt="navigation-toc-title" border="0" /></a>
          </td>
		  End comment for TOC suppression-->
            <!--Previous/next buttons are suppressed because of left navigation 
         <td wwpage:condition="navigation-previous-exists" valign="top"> 
		 <a href="previous" wwpage:attribute-href="navigation-previous-link"><wwexsldoc:NoBreak />
		<img src="images/prev.gif" wwpage:attribute-src="copy-relative-to-output" alt="Previous" wwpage:attribute-alt="navigation-previous-title" border="0" />
		</a> 
        </td>
          <td valign="top" wwpage:condition="navigation-previous-not-exists">
            <img src="images/prevx.gif" wwpage:attribute-src="copy-relative-to-output" alt="Previous" wwpage:attribute-alt="navigation-previous-title" border="0" />
          </td>
          <td wwpage:condition="navigation-next-exists" valign="top">
            <a href="next" wwpage:attribute-href="navigation-next-link"><wwexsldoc:NoBreak /><img src="images/next.gif" wwpage:attribute-src="copy-relative-to-output" alt="Next" wwpage:attribute-alt="navigation-next-title" border="0" /></a>
          </td>
          <td wwpage:condition="navigation-next-not-exists" valign="top">
            <img src="images/nextx.gif" wwpage:attribute-src="copy-relative-to-output" alt="Next" wwpage:attribute-alt="navigation-next-title" border="0" />
          </td>
		  		  End comment for Previous/next button suppression-->
            <a name="top"></a>
            <td valign="top">
              <a href="ix.html"><img src="images/index.gif" alt="Index" border="0" /></a>
            </td>
            <td></td>
            <td>
              <form method="get" action="searchhelp.htm" align="right">
                <input type="text" name="zoom_query" size="20"></input>
                <input name="submit" type="submit" value="Search" size="60"></input>
              </form>
            </td>
          </tr>
        </table>
      </div>
      <table summary="">
        <tr>
          <td class="WebWorks_Company_Logo_Top">
            <img src="images/logo.gif" />
          </td>
        </tr>
      </table>
    </div>
    <!--End navigation and company info at top of page-->
    <!--Start container for all content-->
    <div id="content">
      <br />
      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="app_importexport.25.1.htm#4515017">Importing and exporting data </a> &gt; Managing import and export records</div>
      <!---Index image-->
      <!---Index image-->
      <!--ZOOMRESTART-->
      <!--Above is code to tell the search engine to start indexing after this line-->
      <blockquote>
        <div class="ho_OverviewHeading"><a name="5079755">File formats for importing and exporting</a></div>
        <div class="b_Body"><a name="5078313">Before importing imformation, you need to export the data from its current software and save it in a </a>format compatible with your company file. For example, if you use a spreadsheet program to track your data, you will need to export to a file format that your MYOB software can read. </div>
        <div class="b_Body"><a name="5078334">Similarly, when you export data from your company file, you need to save it in a format that the </a>target software can read. You can export data to a number of formats, but you can only import data from tab-delimited and comma-separated files. </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd4144883&quot;);">
          <span class="N_007eProcBullet"></span><a name="4144883">Tab-delimited and comma-separated files</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd4144883", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd4144883", false);</script>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="2061725">Tab-delimited files</a></span> contain fields that are separated by tab characters. For example, if a tab character appears between <span style="font-style: italic;">Brewster</span> and <span style="font-style: italic;">300 Roundhill Drive</span> in a file of customer information, the file counts <span style="font-style: italic;">Brewster</span> and <span style="font-style: italic;">300 Roundhill Drive</span> as two separate fields in a record. Tab-delimited files are a common export format in spreadsheet programs.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="1195033">Comma-separated files</a></span> contain records that are separated by commas. For example, if a comma appears between <span style="font-style: italic;">Brewster</span> and <span style="font-style: italic;">300 Roundhill Drive</span> in a file of customer information, the file counts <span style="font-style: italic;">Brewster</span> and <span style="font-style: italic;">300 Roundhill Drive</span> as two separate fields in a record. Comma-separated files are often used by popular database programs.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="5077762">If you’re exporting data from your MYOB software for use in another software program, use the </a>format that is accepted by that program. (If you’re not sure which format is accepted, check the documentation that came with the software program.)</div>
        <div class="b_Body"><a name="5077769">If you’re exporting data for use in another MYOB software company file, you can choose either </a>format, since MYOB software accepts both. To make the process easy, comma-separated is automatically selected. Comma-separated is also automatically selected during the import process. </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1195034&quot;);">
          <span class="N_007eProcBullet"></span><a name="1195034">Header and Data records</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1195034", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1195034", false);</script>
        <div class="b_Body"><a name="4144825">Before you begin the process to import, you’ll choose whether the first record in the import file is a </a>header record or a data record.</div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="3795927">Header records</a></span> are usually used as titles in import files; for example, some header records of customers might be titled “Customer Name”, “Address” and “Telephone Number”. Header records don’t contain actual data.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="4906843">If you choose Header Record, it is assumed that the first record in the import file doesn’t contain </a>any valid data, and won’t attempt to import this information.</div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="1195037">Data records</a></span> are actual information that you want to include in your company file. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="4907362">If you choose Data Record, it is assumed that the first record in the import file contains valid data </a>(regardless of whether it does or doesn't), and will attempt to import this information.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd5081156&quot;);">
          <span class="N_007eProcBullet"></span><a name="5081156">Identifying the records you want to import</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd5081156", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd5081156", false);</script>
        <div class="b_Body"><a name="5081157">When you import Cards, Sales, Purchases</a>, Activity Slips, Timesheets, Disbursements and Receipts, you can identify the records you want to import by using the <span style="font-style: italic;">Identify xxx by </span> field. You have three choices; you can select by Card Co./Last Name, Card ID or Record ID. </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="5077824">If you choose </a><span style="font-weight: bold;">Identify xxx by Card Co./Last Name</span>, every record must have a customer card with a Co./Last Name assigned to it in order for you to begin the import process. </div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="5077828">If you choose </a><span style="font-weight: bold;">Identify xxx by Card ID</span>, every record must have a customer card with a Card ID assigned to it in order for you to begin the import process.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="5081163">If you choose </a><span style="font-weight: bold;">Identify xxx by Record ID</span>, every record must have a Record ID assigned to it.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="5081164">When you import </a>Contact Logs, you have two choices: by <span style="font-weight: bold;">Card</span> or by <span style="font-weight: bold;">Contact</span><span style="font-weight: bold;"> Log Record ID</span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd5077844&quot;);">
          <span class="N_007eProcBullet"></span><a name="5077844">Use blank lines between records when importing</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd5077844", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd5077844", false);</script>
        <div class="b_Body"><a name="5077851">A </a><span style="font-style: italic;">record</span> is an organised collection of information about an individual piece of accounting data. For example, information about a single sale or purchase is stored as one record.</div>
        <div class="b_Body"><a name="5077855">When importing sales, purchases, inventory adjustments and journal entries, a blank line must be </a>entered between each record; that is, there must be a line between each sale, purchase, inventory adjustment or journal entry. The blank line marks the end of the record when it is imported into an MYOB company file. </div>
        <div class="b_Body"><span style="font-weight: bold;"><a name="5077862">If no blank line is entered</a></span> to separate each record, all of your records could be imported as one long record instead of as individual records. </div>
        <div class="hr_RunInHeading"><a name="5077863">Importing from an MYOB company file</a></div>
        <div class="b_Body"><a name="5077864">If you’re importing information that was exported from </a>another MYOB software company file, a blank line was entered between records in the file during the export process.</div>
        <div class="hr_RunInHeading"><a name="5077868">Importing from other software</a></div>
        <div class="b_Body"><a name="5077869">If you’re importing information that was exported from other </a>software, be sure the file has a blank line between each type of record. If the file you want to import doesn’t have a blank line between each record, you may want to open the file using a text editor (such as Notepad or Microsoft Word) or a word processing or spreadsheet program and insert the blank line. You can create a blank line by pressing Enter<span style="color: #ff0000;"> </span>between each record’s data.</div>
        <div class="hr_RunInHeading"><a name="5077876">An example</a></div>
        <div class="b_Body"><a name="5077877">The following illustration shows an import file with no blank lines between the records. </a>In this case, all of the sales will be imported as only one sale.</div>
        <div class="ta_TableAnchorPara"><a name="5077881"><img id="5077879" class="Default" src="images/impexpfield.27.3.1.png" width="674" height="272" style="display: block; float: none; left: 0.0; text-align: left; top: 0.0;" /></a></div>
        <div class="b_Body"><a name="5077882">The following illustration shows the same import file with blank lines inserted between the records. </a>Each sale will be viewed separately and four sales will be imported.</div>
        <div class="ta_TableAnchorPara"><a name="5077886"><img id="5077884" class="Default" src="images/impexpfield.27.3.2.png" width="675" height="332" style="display: block; float: none; left: 0.0; text-align: left; top: 0.0;" /></a></div>
        <div class="b_Body"><a name="5077888">&nbsp;</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="5079836">Related Topics</a></div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.2.htm#5076378" name="5079848">Records that can be imported and exported</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.4.htm#5077336" name="5079856">Dealing with duplicate records when importing</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.5.htm#5079881" name="5079860">Import and Export—general topics</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.6.htm#5079926" name="5079864">Import log</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.7.htm#5077976" name="5079868">Export options</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="impexpfield.27.8.htm#5077918" name="5079872">Importing and Exporting—procedures</a></span></div>
              </td>
            </tr>
          </table>
        </div>
      </blockquote>
    </div>
    <div style="font-family:Arial, Verdana;font-size:x-small;text-align: right;">
      <a style="color:gray" href="#top">Top of page</a>
    </div>
    <!--End container for all content-->
    <!--Start container for left navigation-->
    <div id="navigation">
      <script type="text/javascript" src="scripts/quickmenu.js"></script>
    </div>
    <!--End container for left navigation-->
    <!--Start stuff at bottom of page-->
  </body>
</html>