Partner support help centre

United Kingdom New Zealand

How do I import my MYOB client and staff lists?

The integrations section allows you to setup and import your MYOB client and staff lists into your Partner Portal.

Before you begin…

Ensure your MYOB client and staff lists are current. All client names including Trusts, Partnerships and Companies will be imported. All staff held within the system will also be entered.

 

TIP: you may want to export a csv file of your MYOB client lists, remove unwanted names etc, and then import as a csv file rather than a direct MYOB integration. See Bulk upload CSV files

 

Permissions

The sync between MYOB  and the portal occurs at the firm level. This means all clients will be imported on the one login when you enable the connection.

What data gets imported?

Once it is set up and linked, the portal will import your clients’ names, email addresses and contact numbers (if applicable).

Note: No balance sheet or transactional data will be imported.

 

How to link your MYOB client and staff lists:

  1. In your Partner Portal, go to Configure >Integrations on the side panel navigation menu

  2. Click the ‘Setup’ cog next to MYOB

    1.png

  3. At the setup page, click on the ‘Integrate client list’ button

    2.png

  4. To confirm that you wish to be connected to the MYOB website, click ‘Continue to MYOB’

    3.png


  5. Sign in to MYOB using your MYOB credentials

    4.png

  6. Once logged in, you will be asked to verify the portal to access your client list
  7. Once verified, the portal will begin to import your client lists and staff.  A success or failure notification will be sent to you via email once the process is completed
  8. During the import, you will be redirected to the portal where you may continue to work. The email notification on completion of import will advise you of any issues 
  9. Once the import is complete, you can review your list and send invitations to clients you would like to join on the platform

Note: No invitations will be sent to clients during the import process. Invitations must be initiated by your company and can be sent individually, by group or in bulk

For assistance on bulk functionality, see: How do I perform bulk actions on the client list?

 

Articles in this section