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Bring in your clients from MYOB Practice

Published

A desk with a row of client files, one in coral

Copy your MYOB Practice clients' names and emails into the template, save it, and choose it in Import clients.

What this does for you

Every client you keep in MYOB Practice, added here in one step.

1. How do I export my clients from MYOB Practice?

  1. Download the template.
  2. Copy your clients' names and emails into it, one client on each row.
  3. Save it as CSV, or keep it as an Excel file.

If MYOB Practice gives you your client list as a spreadsheet download, choose that file instead.

2. How do I add them?

  1. In Clients, select Import clients, then choose the file.
  2. Check the columns and read the clients to add, and any rows not added with the reason.
  3. Select Add, which gives the number, such as Add 24 clients.

Nothing is sent to your clients. If it was the wrong file, Undo this import removes them again until you leave the page. Why a row is not added lists each reason.

3. Which columns does it read?

Import clients with a MYOB Practice file chosen: the columns it matched Import clients with a MYOB Practice file chosen: the columns it matched

Client name and Email in the template. In a file of your own, a column headed Name, Client name or Contact name is matched for you, and a name written surname first, such as Nguyen, Amelia, is added as it is written.

Every other column is left out, so you don't need to delete any first.