Import MYOB Customers to Docketbook Contacts

You can import customer contacts into Docketbook from MYOB, or if you've already added customers into Docketbook you can simply link each existing contact to the appropriate MYOB customer.

To import your MYOB Customers to Docketbook, follow the steps below.

1. Select the Contacts tab at the top of the screen, then select Import

2. You can then click on the Sync MYOB Contacts option. From there, you have two choices: you can either use the search tab to enter the name of the Customer you wish to find, or you can simply click to select one or multiple Customers. Once you have made your selection, proceed by clicking Import.

To link your Customers on Docketbook to MYOB, follow the steps below.

1. Select the Contacts tab, then select an existing Customer and click "Edit"

2. Inside the Customer click "Select MYOB Contact" at the bottom of the pop up screen.

3. You will then be able to select the MYOB Customer you want linked to the Docketbook Customer Contact. 

4. Once your Customer is linked to MYOB, you can then click Save to update your contact.