Skip to content

MYOB Business - Importing and exporting data - Using an import template

Need to import data into AccountRight but not sure where to start? The easiest way is to create an import template and populate it with your data, ready for importing.

Importing can be a tricky thing – even using an import template. That's why it's important to create a backup before you import.

Importing can be a tricky thing – even using an import template. That's why it's important to create a backup before you import.

You can create the template by exporting the same type of information from AccountRight's sample company file. The export file becomes your template.

To use the template, open it in Microsoft Excel and replace its contents with the data you want to import. You can then import the file into your company file.

OK, let's step you through it. 

If things didn't go to plan

If the import failed, the first thing to do is check the the import log. This helps you troubleshoot the cause of the errors or warnings.

If you can't resolve your import issue using the import log, you can restore the backup. The restored company file will be just as it was before the import so you can investigate what went wrong and try again.