Importing data formatted for Classic Myob

Many applications output tab-delimited files with no column headings, intended to suit MYOB Classic Premier or Enterprise. Such files will not work with the AccountRight Live Import assistant without rearrangement of the columns.

These mappings below will work with any version of MYOB without needing any change to the data format.

 

Item Sales

	Item Sales - essential fields only	Prices, description and Tax code and not derived from input, may default from the Item details in MYOB. † Other unmapped fields and blank data will be filled in using defaults from the Customer card. Additional fields and defaults can be added.
	Item Sales - all possible fields	If the incoming data contains blank columns which cannot be calculated from other data, defaults may be added to the mapping. † Otherwise defaults from the customer card and Item details will be applied.

Note: If the data was set up for Classic Standard or Plus then Columns 41 and 42 (Currency Code and Exchange Rate) will be missing. All columns past that point shift left 2 places. For example Category will be in Field055 instead of Field057. Terms and payment details are also shifted.

 

Service Sales

	Service Sales - essential fields only	† Unmapped fields and blank data will be filled in using defaults from the Customer card if not otherwise set, Tax code may default from the Account. Additional fields and defaults can easily be added.
	Service Sales - all possible fields	If the incoming data contains blank columns defaults may be added to the mapping. † Otherwise defaults from the customer card will apply.

Note: If the data was set up for Classic Standard or Plus then Columns 35 and 36 (Currency Code and Exchange Rate) will be missing. All columns past that point shift left 2 places. For example Category will be in Field051 instead of Field053. Terms and payment details are also shifted.

 

General Journals

General Journals - all possible fields

Note: If the data was set up for Classic Standard or Plus then Columns 17 and 18 (Currency Code and Exchange Rate) will be missing and all columns past that point left 2 places. Allocation memo and Category will be in Field017 and Field018 instead of Field019 and Field020.

^† Card Identification

TransPost checks for the existence of cards before processing a transaction.

Where CardId and CoLastName are both mapped, CardId will be used unless it is blank or *None.

Otherwise CoLastName will be used together with other fields as needed to eliminate ambiguity. Where no FirstName is provided it will search both CompanyNames and amongst Individuals on LastName only. If FirstName is mapped and not blank then it will be used with CoLastName to search both for Individuals with the specified FirstName and LastName or FirstName LastName or LastName, FirstName in either a LastName or Company Name field

Once the card has been uniquely identified, data from it will be used to provide defaults. See here for details.