General

Saasu supports importing from:

• CSV
• MYOB (Zones: AU/NZ)

Both are comma-separated value (CSV) files. A header record must always be present in the first row. As long as the required headers for each format are provided, Saasu will be able to import them into your File. Optional headers can be omitted from the CSV file. The ordering of the columns does not really matter. However, we strongly encourage you to stick with default column ordering if you are importing from MYOB.

Once you click the “Import” button, Saasu will attempt to import ALL records to your File directly. You cannot undo this once they are imported to your file without deleting these contacts one by one. Always ensure you are importing the right records.

Importing from CSV

Required headers

• First Name

Optional headers

• Salutation (Mr. Mrs. Ms. Dr. Prof.)
• First Name
• Middle Initials
• Last Name
• Organisation
• Position
• ABN
• Email
• Main Phone
• Other Phone
• Mobile Phone
• Fax
• Street
• City
• State
• Post Code
• Country
• Is Active (Yes, No)

Importing from MYOB

You will need to export your contacts out from MYOB. They have four classification of contacts which they call “Cards”, namely customer, supplier, employee, and personal. All of these cards can be imported to your file. Follow the following guides to to export your cards out from MYOB:

1. Open your MYOB data file.
2. Click “File > Export Data > Cards” and choose the cards you want to export. 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. Leave other fields blank. They will not be used in importing.
6. Click “Continue”. “Export Data” dialog will be shown.
7. Click “Match All” to export all fields.
8. Click “Export” to save the cards as a file on your computer.