At the end of each Import process Saasu will report the success, duplications or errors at the top of the screen. Copy or screen capture this information so you can make amendments or get help in fixing any bad records that failed to import properly. If you run into any migration issues make sure you get some free help from Saasu services (or call +612 1300 360 733). We are here to help make this as easy as possible.

Step 1. Import Accounts

• NOTE: All header accounts exported from MYOB are skipped during the importing process.
• NOTE: Where Account Type is Bank in your MYOB export file Saasu will import the record as a Bank Account. Otherwise, the record will be treated as an Account.
• See also Import Accounts screen help

Export from MYOB -

1. Open your MYOB data file.
2. Click File > Export Data > Accounts. The Export File dialog will be shown.
3. On the Export File Format field, select Comma-separated.
4. On the First Record is field, select Header Record. Ignore Balance from option. It will not be used in importing.
5. Click Continue. Export Data dialogue will be shown.
6. Click Match All to export all fields.
7. Click Export to save the your MYOB Accounts as a file onto the desktop of your computer.

Import into Saasu.com -

1. Sign into the Saasu File you want to work with.
2. Click on Accounts in the Main Menu.
3. From the Accounts List screen click on the Import option at the top of the screen.
4. From the Import Accounts screen select MYOB as the File Format you wish to import
5. Click Browse to select the file containing the Accounts you exported from MYOB from your desktop.
6. As Saasu Tax Codes are different with MYOB Tax Codes, you need to specify how MYOB Tax Codes are mapped to Saasu Tax Codes. If you did not customise MYOB Tax Codes yourself, you can use the pre-selected mappings.

Step 2. Import Customers and Suppliers

• NOTE: Saasu doesn’t treat Customers and Suppliers differently so you will import both MYOB export files into Saasu’s Contacts listing.
• NOTE: Saasu doesn’t de-duplicate Contacts during the import process.
• See also Import Contacts screen help

Export from MYOB -

1. Open your MYOB data file.
2. Click (File > Export Data > Cards > Customer Cards) The Export File dialog will be shown.
3. On the Export File Format field, select Comma-separated.
4. On the First Record is field, select Header Record.
5. Ignore Balance from option. It will not be used in importing.
6. Click Continue. Export Data dialogue will be shown.
7. Click Match All to export all fields.
8. Click Export to save the your MYOB Customers as a file onto the desktop of your computer.
9. Repeat the above steps for (File > Export Data > Cards > Supplier Cards)

Import into Saasu.com -

1. Sign into the Saasu File you want to work with.
2. Click on Contacts in the Main Menu.
3. From the Contacts List screen click on the Import option at the top of the screen.
4. From the Import Contacts screen select MYOB as the File Format you wish to import
5. Click Browse to select the file containing the Customers you exported from MYOB on your desktop.
6. Click Import
7. Repeat the above steps to import your Suppliers file that you exported from MYOB on to your desktop.

Step 3. Import Inventory Items

• NOTE: MYOB uses account number to reference Account in its exported Inventory Item file. Therefore, you need to upload a file containing MYOB Accounts for Saasu to determine which one to use. If the Account referenced by an Inventory Item does not exist in your File, Saasu will add that Account to your File automatically. Otherwise, it will use the one that is already in your File.
• See also Import Items screen help

Export from MYOB -

1. Export your Inventory Items from MYOB to your desktop (File > Export Data > Items). Make sure you export all fields, comma-separated, and the first row is a header record.

Import into Saasu.com -

1. Sign into the Saasu File you want to work with.
2. Click on Items in the Main Menu.
3. From the Items List screen click on the Import option at the top of the screen.
4. From the Import Items screen select MYOB as the File Format you wish to import
5. Then click Browse to select the file containing the Inventory Items you exported from MYOB that is on your desktop.
6. Click Import.