- MYOB Accounting v21 installed on the computer that will run the Legrand CRM Accounting Link.
- MYOB AccountRight records must have a Cardfile ID. If your MYOB AccountRight records do not have the Cardfile ID, you can export the MYOB AccountRight records into Excel. After you export the record, add a column for auto-generated Cardfile IDs and import these numbers into MYOB AccountRight.
Import MYOB AccountRight Accounts
Once you set up the accounting link, go to the administration settings and select Accounting > Import Accounts.
Use the filter to switch between Customers or Suppliers. Click on the checkbox to select or deselect accounts and click ‘NEXT’ to import.
NOTE: Customers and Suppliers are separate. You will need to import Customers and then repeat the process for Suppliers.
Click ‘NEXT’ to confirm and exit once the import is complete.