Streamtime Knowledge Base

Q: Are we able to setup our Customers in MYOB from Clients in Streamline?

A: Yes, heres what you need to do to get your Streamline Clients into MYOB. (Example Shown uses MYOB AccountEdge v5. Other MYOB Versions may differ slightly, but the same principle applies.)

You will need Full Access to the Contacts section. See your Streamline Administrator if you need this setup.

1. In Streamline, Click on the Contact Centre, and ensure you are in the list view.
2. For a start, Streamline will show you Clients, Suppliers & Prospects, so you will want to do a find for the Clients. (Click Find, select Client under the ‘Relationship’ Box)
3. Now you are showing the clients, you can export this list to a TAB separated text file for MYOB. The ‘Export List ‘ button is on the top right of the button bar
4. You will need the Admin password for Streamline. See your Streamline administrator if you don’t have this.
5. Save this file to your computer as Tab delimited file format.
6. Open MYOB. Streamline matches MYOB client names for imports/exports on the ‘Last Name’ field in MYOB, so we want to bring this information in so the MYOB Last Name Field matches the Client Name from Streamline.
7. From the File menu, select File > Import Data > Cards > Customer Cards
8. Ensure the following options are set in the first screen
   • Import File Format : Tab Delimited
   • First Record is : Data Record
   • Duplicate Records : Reject Them
   • Identify Records by: Co./Last Name
9. Select the File You want to import (From Step 5)
10. Next is the hard bit… Matching Fields… From the list on the left hand side, click a field, then click the right hand side, where it should go.

From the exported Streamline Tab File, this is the order of the Fields Exported (using MYOB Naming):

a. Co./Last Name
b. Card ID
c. Salesperson (This can be ignored)
d. Addr 1 - Line 1
e.        - Line 2
f.        - Line 3
g.        - City
h.        - State
i.        - Post-code
j.        - Country
k. (Ignore - its the client type field)
l.        - WWW

E.g.

Once you have matched all of the fields you require, select Continue to import them. If MYOB encounters any errors, the error file can be found in the MYOB Application folder, called ‘AccountEdge Import Log’. Consult this and your MYOB help file to work out what the error codes mean.
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This entry was posted by matt on Wednesday, October 25th, 2006 at 4:46 pm and is filed under Account Package Integration, MYOB. Permanent Link: http://previewstreamtime.com/support/help/?p=3.