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