Not all of the fields in this list appear in every Import File window. Please refer to only those fields that appear in the Import File window you`re using.

Import File Format

Choose whether the file you're importing data from uses a tab-delimited or comma-separated file format.

First Record is

Choose whether the first record in the import file is a header record or a data record.

If you choose Header Record, MYOB AccountEdge will assume that the first record in the import file doesn't contain any valid MYOB AccountEdge data, and won't attempt to import this information.

If you choose Data Record, MYOB AccountEdge will assume that the first record in the import file contains valid data (regardless of whether it does or doesn't), and will attempt to import this information.

Duplicate Records

Select whether to reject duplicate records, update existing records with the duplicate records' information or add duplicate records to your MYOB AccountEdge company file. (How to handle duplicate records when importing)

The options you have in this field depend upon the type of information you want to import.

If you're importing accounts, jobs or item records, you can either reject any duplicate information that exists in the import file or update the existing MYOB AccountEdge records' information with the import file's information.

If you're importing customer, vendor, employee or personal contact records, you also have the option of adding the duplicate records to your company file (if you're identifying your records by Co./Last Name). If you identify your records by Card ID, you'll only be able to update or reject duplicate records' information.

If you're importing sales or purchases, you have the option of adding the duplicate records to your company file or rejecting them.

If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

Identify Records by

Choose whether you want to import cards by company name/last name or by card ID.

Cancel button

Click this button to leave this window.

Continue button

Click this button and the Open dialog box appears where you locate and choose the specific file whose data you want to import. Click the Open button to open the Import Data window where you can choose the specific data fields you want to import