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Add On - MYOB RetailManager Import Tool

Michael C -

What it Does

The RetailManager Import Tool allows you to easily export stock and customers from RetailManager as a TXT file and import them into Kounta to create Products and Contacts (Customers and Suppliers)


Exporting Stock from RetailManager

  1. In MYOB RetailManager, go to the File menu and choose Import & Export. If you have an open shopfront you'll be asked to close it and back up.

  2. If you want to proceed without backing up, click Continue. Or, if you want to back up, click Backup. In the window that appears, choose a location for the backup file and click Save. The shopfront connection is closed, and Step 1 (Welcome) of the MYOB RetailManager Import & Export Wizard appears.

  3. Click Export Data and click Next. Step 2 (Export Database Selection) appears, showing the database from which data will be exported. If you're running the Export wizard for a second consecutive time or if no database is displayed, you may need to specify the database:

    a. Click Browse. The Select Database window appears.

    b. Open the required shopfront database folder, select the recent.mdb file and click Open.

  4. Click Next. Step 3 (Export Table Selection) appears.

  5. Select Stock from the Select a table to export list. NOTE: If you want, you can export a subset of your stock information using the Supplier, Department, Category 1, Category 2, Category 3, Custom Field 1, and Custom Field 2 fields. You set these fields using the RetailManager Stock window. If you want to export the entire Stock table, leave all other fields as <All>. You can also choose whether you want to export the cost and sell prices as Tax Exclusive or Tax Inclusive by selecting one of these options.

  6. Click Next. Step 4 (Export Viewer) appears, listing the fields that will be included in the export.

  7. Click Export. The Save table as window appears.

  8. Choose a location, file name and file type for the export:

    a. Select the folder in which you want to save it.

    b. Type a name for the file in the File name text box, or use the default name supplied.

    c. Select .txt in the Save as type list--this is the format you'll need in order to import into Kounta.

    d. Click Save. A message appears to confirm that the export was successful.

Exporting Customers from RetailManager

  1. Click Export Again to run the wizard again.

  2. Click Export Data and click Next. Step 2 (Export Database Selection) appears, showing the database from which data will be exported. If you're running the Export wizard for a second consecutive time or if no database is displayed, you may need to specify the database:

    a. Click Browse. The Select Database window appears.

    b. Open the required shopfront database folder, select the recent.mdb file and click Open.

  3. Click Next. Step 3 (Export Table Selection) appears.

  4. Select Customers from the Select a table to export list.

  5. Click Next. Step 4 (Export Viewer) appears, listing the fields that will be included in the export.

  6. Click Export. The Save Table window appears.

  7. Choose a location, file name and file type for the export: a. Select the folder in which you want to save it. b. Type a name for the file in the Filename text box, or use the default name supplied. c. Select .txt in the Save as type list--this is the format you'll need in order to import into Kounta. d. Click Save.

  8. A message appears to confirm that the export was successful. Click Finish. Then, import your data into Kounta

 Importing Stock & Customers into Kounta

  1. In Kounta, go to the company and site you want to import data for.

  2. Click the Add-Ons tab.

  3. Click the RetailManager Import Tool add-on.

  4. Follow the onscreen prompts to import your stock and then your customers.

When you've finished importing, you'll find your stock in the Products list, and your customers in the Contacts list.

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