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 Current RMS, import your contacts from MYOB to create corresponding linked organizations in Current.
If you’re an existing Current RMS user and new to MYOB, export your organizations from Current RMS to MYOB to create corresponding linked contacts in MYOB.
If you’ve used both Current RMS and MYOB in parallel for a while but haven’t integrated the two: import from MYOB to create to create organizations in Current and export from Current to create contacts in MYOB.
Automatically create linked contacts
Don’t forget, Current RMS 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 Current RMS, 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
Go to System Setup > Integrations > MYOB to access the import and export tools.
To import contacts from MYOB to Current RMS as organizations, hit the blue Import contacts button.
A new organization is created in Current for each active MYOB contact that’s not already linked to an organization in Current RMS.
Organizations in Current 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 Current RMS are already linked to MYOB, keep in mind that data in Current RMS 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 Current replaced by information from MYOB.
In Current RMS, 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.
To prevent accidental data loss, if you remove data from a field in MYOB and import, the corresponding field will not be cleared in Current RMS.
To export organizations from Current RMS to MYOB as contacts, click the blue Export organizations button.
A new contact is created in MYOB for each unlinked organization in Current RMS.
Contacts in MYOB that are already linked to organizations in Current are updated with information in Current.
Review the information on 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 Current RMS, keep in mind that data in MYOB will be overwritten with data from Current RMS. Be sure that the information in Current RMS is up-to-date.
While you can create multiple organizations with the same name in Current RMS, contacts in MYOB must have unique names. Make sure that you’ve linked existing MYOB contacts to organizations in Current RMS or MYOB will attempt to create duplicates which will result in errors.
To prevent accidental data loss, if you remove data from a field in Current RMS and import, the corresponding field will not be cleared in MYOB.
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