Your rental management solution and your accounts package are two of the most important parts of software for running your business. Use the import and export tools on our MYOB integration screen to maintain customer records between both systems.
When would you use the import and export tools?
If you’re an existing MYOB user and new to OnRent Events, import your contacts from MYOB to create corresponding linked organizations in the system.
If you’re an existing OnRent Events user and new to MYOB, export your organizations from OnRent Events to MYOB to create corresponding linked contacts in MYOB.
If you’ve used both OnRent Events and MYOB in parallel for a while but haven’t integrated the two, import from MYOB to create organizations in the system and export from the system to create contacts in MYOB.
Automatically create linked contacts
Don’t forget, OnRent Events includes a setting to keep your organizations and MYOB contacts in sync:
Create a linked MYOB Contact when creating an Organization?
If you have this setting enabled and only maintain your customers in the system, you shouldn’t need to use the import or export tools after you’ve initially integrated your systems.
To learn more, see: Set up the MYOB integration
Get started
Go to System Setup > Integrations > MYOB to access the import and export tools.
Import contacts
To import contacts from MYOB to OnRent Events as organizations, hit the blue Import contacts button.
A new organization is created in OnRent Events for each active MYOB contact that’s not already linked to an organization in OnRent Events.
Organizations in the system that are already linked to MYOB contacts are updated with information in MYOB.
Review the information on the pop-up box carefully and hit the blue Import contacts button to start the process. You’ll be notified by email when the import is completed.
Existing linked contacts
When organizations in OnRent Events are already linked to MYOB, keep in mind that data in OnRent Events will be overwritten with data from MYOB. Be sure that the information in MYOB is up-to-date.
⚠️ There’s no way to recover information in the system replaced by information from MYOB.
Duplicate organizations
In the system, organization names don’t have to be unique. Make sure that you’ve linked existing organizations to MYOB contacts, or duplicate organizations may be created.
Blank fields
To prevent accidental data loss, if you remove data from a field in MYOB and import it, the corresponding field will not be cleared in the system.
Export organizations
To export organizations from OnRent Events to MYOB as contacts, click the blue Export organizations button.
A new contact is created in MYOB for each unlinked organization in OnRent Events.
Contacts in MYOB that are already linked to organizations in the system are updated with information in the system.
Review the information in the pop-up box carefully and hit the blue Export organizations button to start the process. You’ll be notified by email when the import is completed.
Existing linked contacts
When contacts in MYOB are already linked to organizations in OnRent Events, keep in mind that data in MYOB will be overwritten with data from OnRent Events. Be sure that the information in OnRent Events is up-to-date.
Duplicate contacts
While you can create multiple organizations with the same name in OnRent Events, contacts in MYOB must have unique names. Make sure that you’ve linked existing MYOB contacts to organizations in OnRent Events, or MYOB will attempt to create duplicates, which will result in errors.
Blank fields
To prevent accidental data loss, if you remove data from a field in OnRent Events and import it, the corresponding field will not be cleared in MYOB.
Common questions
Which fields are updated between the systems?
The name, telephone numbers, email address, address, and account number fields are updated. For a full list, check out our guide: Additional notes about the MYOB integration
I didn’t receive an email. What should I do?
The time for an import or export to complete depends on how much data you’re importing or exporting, our server load, and the server load of MYOB. Generally, this shouldn’t take too long. If you haven’t received the message, check your junk email folder or “Clutter” folder on Outlook.
If you’ve not received the email after about an hour, contact the Customer Success team using the green help bubble