Cards

Synchronizing MYOB cards with Outlook contacts


Using the Outlook Sync feature, you can use either your MYOB Cards List or Microsoft Outlook as your main business contact directory. One simple process keeps your Outlook Contact Lists in sync with your MYOB Cards List.

You can choose which card types to transfer, so Personal or Employee card details are kept where you want them. You can improve your contact management through the use of Outlook features to create, organize and track your contact communication.

You will have the option to transfer your cards to the default Outlook Contacts folder, which is the location required for sharing with a Personal Digital Assistant (PDA) using the Outlook Sync Settings window.

You decide which of these results you want when you synchronize:

Synchronize from Premier Accounting to Microsoft Outlook (exporting):

Synchronize from Microsoft Outlook to Premier Accounting (importing):

Mapping exported MYOB cards

When you export from your Cards List to Outlook, all the cards you select are updated or added to Outlook in the corresponding MYOB Customer, MYOB Vendor, MYOB Employee or MYOB Personal folders. These Outlook folders are created if they don't already exist. You have an option to transfer your cards to the default Outlook Contacts folder, which is the location required for sharing with a Personal Digital Assistant (PDA).

When exporting MYOB card information to Outlook, please note how the following fields are matched (mapped) to fields in Outlook:

For more specific information about how MYOB fields and Outlook fields map to each other, see Outlook Sync mapping reference

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