Importing Orders Into MYOB (premier 19 and older versions only)

NOTE: This version is only for Premier 19 and older versions of MYOB, if you use MYOB Live, then the process is straightforward and documented here.

 

The FoodStorm Import for MYOB tool allow you to transfer customer orders from your FoodStorm account into your MYOB company file.

Installation

Note: The FoodStorm Import tool only works with the Windows version of MYOB.

To install & configure the program, follow these steps:

  1. Install the program by clicking on the following link & follow the prompts:
    http://www.foodstorm.com/downloads/myobimport/setup.exe
  2. Once installed, open FoodStorm Import for MYOB via your Start menu under CaterXpress FoodStorm.
  3. Enter your FoodStorm username & password. Note: Only administrator users can sign into this program.
  4. The first time you launch the program, the Settings window will be displayed. Locate your MYOB Company File by clicking the Browse... button next to the Company File field. Your company file ends in .myo.
  5. Enter your MYOB username & password into the supplier fields.
  6. Click OK in the Settings window. You are now ready to import into MYOB.

Importing

Note: Before performing an import, we highly recommend you back up your company file!

To import data from FoodStorm into MYOB, follow these steps:

  1. If you haven't already done so, open FoodStorm Import for MYOB via your Start menu under CaterXpress >FoodStorm.
  2. Enter your FoodStorm username & password. Note: Only administrator users can sign into this program.
  3. Select a date range of customer orders that you would like to import. If this is your first import then start with a small range, e.g. just a day or 2. Click Next > and wait while your orders are downloaded from FoodStorm.
  4. A summary of what will be imported will be displayed on the the next page. If the orders you are importing contain Items or Customers that don't yet exist in MYOB you will need to provide some information, see below:
    • Items. For each item, type the name that you would like to appear in MYOB. You can either type a new name, or the name of an existing item in MYOB. If you have typed a new item name, you will also need to select the MYOB account that you would like the item to be linked to.
    • Customers. For each customer, type the name that you would like to appear in MYOB. You can either type a new name, or the name of an existing customer in MYOB.
  5. Click Import and wait while your FoodStorm data is imported.

A summary of what was imported into MYOB will be displayed once the import is complete.

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