If you’ve got a MYOB AccountRight account you can import your MYOB AccountRight customer data into Tradify. If you haven’t setup MYOB AccountRight as your accounting system in Tradify yet, you need to do this first before importing customers from MYOB AccountRight. You can find out how to setup MYOB AccountRight as your accounting system here.
1. Click on Customers in the main navigation bar. Next click on Import Customers from MYOB AccountRight.
2. Tradify will import now your MYOB AccountRight customers. You can perform this process as often as required. Tradify will add any new customers and update existing customers.