This support note will explain how to connect and update your MYOB company file in Calxa, and briefly discuss Calxa terminology. If you are using MYOB AccountRight Live please refer to Connecting and Updating: MYOB AccountRight.


Create Organisation from MYOB

  1. Click on the Organisation Management button

    Create_Org_MYOB_step_1



  2. Click on the Create new from drop down button and select MYOB Classic.

    Create_org_myob_step_2


  3. Browse to your MYOB company file and click Open

    Create_3


  4. Calxa will then ask if you wish to import your budgets from MYOB. Click Yes or No

    Create_4


  5. Calxa will then run through the process of importing your MYOB company file

    Create_5


  6. When Calxa has finished importing your company file you will receive a message telling you that the organisation has been successfully created. Simply click the Close button to finish.



Terminology


Calxa broadly refers to cost centres including the organisation as Business Units. On your initial import Calxa associates MYOB categories as departments and jobs are imported as projects. You may, however, manually change the terminology settings – for more information on this, please refer to the support note – Understanding Calxa Business Units and Budget Versions.



Updating your Organisation from MYOB

  1. Click on the Organisation Management button

    Create_Org_MYOB_step_1



  2. Select the organisation that you want to update from and click on the Update button. However, if your data file no longer exists in its initial directory, use the Browse button to select your company file.

    Update_2


  3. Calxa will then run through the process of updating your MYOB file in Calxa

    Update_3


  4. When Calxa has finished updating your company file you will receive a message 'Data was successfully updated.' Click Close to finish.

    Update_4