Overview

This article covers the steps to export your customer & contact list from MYOB so that you can import it into CoreBridge.

Exporting your MYOB Customer Data

1. Go to the File menu > Import/Export Assistant.
    
2. In the Import and Export Assistant window select Export data and click Next.
    
3. Select the type of data you want to export from the Export list. If additional options appear in this window, you can complete them to filter the data that will be exported. Click Next.
    
4. Select whether the data in the exported file should be separated using tabs or commas, and whether the first row in the file should display the field headers. Click Next.
    
5. Choose the fields you want to export and the order in which you want to export them. To do this, click on the first field you want to export in the Available fields column and then click Add. The field name will appear in the Fields to export column.
    
6. Repeat the previous step for each field listed below.
   • If you want to remove a field’s name from the Fields to export column, click its name and then click Remove. If you want to export all the fields, click Add All.
   • If you want to change the order in which the fields are exported, select the field you want to move and then click the up or down buttons.
      
     

     Co./Last Name Addr 1 - Line 1           Addr 1 - Line 2           Addr 1 - Line 3 Addr 1 - Line 4 Addr 1 - City           Addr 1 - State           Addr 1 - Postcode           Addr 1 - Country           Addr 1 - Phone  No. 1           Addr 1 - Phone  No. 2           Addr 1 - Fax  No.           Addr 1 - Email           Addr 1 - WWW           Addr 1 - Contact Name Addr 2 - Line 1           Addr 2 - Line 2           Addr 2 - Line 3 Addr 2 - Line 4 Addr 2 - City           Addr 2 - State           Addr 2 - Postcode           Addr 2 - Country           Addr 2 - Phone  No. 1           Addr 2 - Phone  No. 2           Addr 2 - Fax  No.           Addr 2 - Email           Addr 2 - Contact Name

     Addr 3 - Line 1           Addr 3 - Line 2           Addr 3 - Line 3 Addr 3 - Line 4 Addr 3 - City           Addr 3 - State           Addr 3 - Postcode           Addr 3 - Country           Addr 3 - Phone  No. 1           Addr 3 - Phone  No. 2           Addr 3 - Fax  No.           Addr 3 - Email           Addr 3 - Contact Name Addr 4 - Line 1           Addr 4 - Line 2           Addr 4 - Line 3 Addr 4 - Line 4 Addr 4 - City           Addr 4 - State           Addr 4 - Postcode           Addr 4 - Country           Addr 4 - Phone  No. 1           Addr 4 - Phone  No. 2           Addr 4 - Fax  No.           Addr 4 - Email           Addr 4 - Contact Name

     Addr 5 - Line 1           Addr 5 - Line 2           Addr 5 - Line 3 Addr 5 - Line 4 Addr 5 - City           Addr 5 - State           Addr 5 - Postcode           Addr 5 - Country           Addr 5 - Phone  No. 1           Addr 5 - Phone  No. 2           Addr 5 - Fax  No.           Addr 5 - Email           Addr 5 - Contact Name Notes Custom List 2 Custom List 3 Credit Limit GST ID No. Salesperson Comment Record ID

7. When you've selected the list of fields as shown above, click Export.
    
8. In the Save As window that appears, enter a name and location for the export file and click Save. The data is exported and saved as a text file.
    
9. When the data has finished exporting, click Close.

Formatting the Exported List of MYOB Customers

1. Before importing the data into CoreBridge it is important that you perform some cleanup on the data that you have exported. Doing any necessary clean-up within Excel using various functions, formulas, find & replace, etc. will be much faster than updating the records manually within CoreBridge after they have been imported. The following are a few necessary items for you to clean-up at a minimum.
2. When exporting from MYOB each company will be a single row with up to 5 separate contact names & addresses listed as denoted by the sets of fields with the prefixes of Addr 1 - , Addr 2 - , Addr 3 -, Addr 4 -, and Addr 5 -. Please make any necessary adjustments to clean-up your contact list should you wish to have more than 1 contact per company imported into CoreBridge. 
3. Please note that CoreBridge only supports 2 street address lines, whereas MYOB supports 4 lines. If you have any data in address lines 3 & 4 please review and move that data into lines 1 & 2 for each address that was exported.
4. The Custom List 2 field corresponds to the Industry Type in CoreBridge, it is important that you update the values in these fields to match your Industry Type list within CoreBridge so that everything is mapped appropriately during the import.
5. The Salesperson field should be updated to match the name of any salespeople that you have created within CoreBridge so that everything is mapped appropriately during the import.
6. The Comment field corresponds to the Payment Term in CoreBridge, it is important that you update the values in these fields to match your Payment Terms list within CoreBridge so that everything is mapped appropriately during the import.

Preparing the Customer List for Import into CoreBridge

Now that you have an export of your customer data, you'll need to adjust the format to prepare it for import into CoreBridge. Please see this article on importing customers for further information on getting your customer list imported.

Import Assistance

If you require any assistance with formatting and/or importing your customer data into CoreBridge, please reach out to our support department by emailing support@corebridge.net