Importing your Outlook contacts to AccountRight
You can import your Outlook contacts to your AccountRight cards from
either the default contacts folder, or from group contact folders
created for each AccountRight card type.
However, before you import your Outlook contacts, you need to
identify each contact as either a customer, supplier, employee or
personal contact. NOTE:
Blank fields in your Outlook contacts are not included in the import
If a field in your Outlook contact is blank but the corresponding
field in your AccountRight card is complete, this field will be skipped
during the import process. This ensures that blank fields don’t overwrite
contact details recorded in your AccountRight cards.
Importing from the default contacts folder
If you want to import
your contacts to AccountRight cards from the default Outlook contacts
folder, enter the card type for each contact in the Categories field of
the General tab.
Importing from group contacts folders
You need to save your
contacts to group contact folders labelled MYOB Customer, MYOB
Supplier, MYOB Employee and MYOB Personal. For instructions on how
to set up group contact folders in your Outlook contacts, refer to your Microsoft Outlook documentation.
Before importing your Outlook contacts
Check that the details
recorded in your Outlook contacts are up to date and entered in the
correct field.
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