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Transfer Data from Excel to MYOB AccountRight

This article explains how to transfer data from Excel to MYOB AccountRight using the Excel Add-In for MYOB AccountRight.

The CData Excel Add-In for MYOB AccountRight enables you to edit and save MYOB AccountRight data directly from Excel. This article explains how to transfer data from Excel to MYOB AccountRight. This technique is useful if you want to work on MYOB AccountRight data in Excel and update changes, or if you have a whole spreadsheet you want to import into MYOB AccountRight. In this example, you will use the Accounts table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new MYOB AccountRight connection by clicking From MYOB AccountRight on the ribbon.

These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

  • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
  • User: The username associated with your company file.
  • Password: The password associated with your company file.

Connecting to a Cloud Instance

To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

Connecting to an On-Premise instance:

When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

  • InitiateOauth: Set this to OFF.
  • Url: The Url of your MYOB instance.

Retrieve Data from MYOB AccountRight

To insert data into MYOB AccountRight, you will first need to retrieve data from the MYOB AccountRight table you want to add to. This links the Excel spreadsheet to the MYOB AccountRight table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From MYOB AccountRight button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Accounts table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to MYOB AccountRight

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyAccountsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to MYOB AccountRight, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Accounts sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.