If you use MYOB as your accounting software, you may choose to export your contacts from MYOB and then import into our system.
MYOB Help Website - http://help.myob.com/wiki/display/ar/Exporting+data
You can export all of your contacts out of MYOB and then import them into the our system as Payees.
Login to MYOB
Go to the File menu
Go to the Import / Export assistant
Export your contacts from MYOB. (CSV / Excel)
Login to our system
- Go to My Payees in the left menu
- Select Excel/CSV file upload
- Upload the file you previously downloaded from MYOB
- Match up all the columns via our drag and drop wizard
- Then Import the Payees.
All of your Payees will then be saved within our systemthe Payment Logic system to make payments to.