From ShiftCare you can export invoices, which can be be imported into MYOB as invoices. Within MYOB you want can import ShiftCare invoices using Service Sales Import.


Inorder to kick-off export, go to Invoices --> List, choose date period that you want to export. Then scroll down the page and click on export button and choose MYOB option:

This will trigger export job and email will be sent to you once export is complete. Click on link in email to download file and store it on your computer. Remember the location/folder of this file as it will be required later on.

Starting Import in MYOB

Inorder to start import, click on File Menu and then choose Import Data sub-menu option and finally choose Sales and Service Sales. Following dialog will be presented, it should match values in each field as per image below, pay special attention to highlighted field.

Hit Next and locate file that you downloaded above and hit Open.

Finally, match fields in left column with fields in right column. It is very important to do correct field mapping otherwise import can fail, see example below. Hit Import.

Once Import is finished, you will be presented a dialog with import status. Note down folder location at bottom of this dialog. This is where detailed status of import is located.

Tip! Invoices are imported okay, even if final result mention that records are being imported with warnings.

Did this answer your question?