Exporting Customers and Inventory from MYOB

When you first set up your JobFlow account, the JobFlow team will send you a pre‑formatted spreadsheet workbook.
This workbook ensures your customer and inventory data imports cleanly into JobFlow.

To complete the import, you will:

• Export the required lists from MYOB
• Copy and paste the data into the JobFlow workbook
• Email the completed workbook back to JobFlow Support

Exporting a Customer Address List

Follow these steps to obtain an Address List of customers from MYOB:

• Open the Command Centre
• Along the bottom of the screen, select Reports.

• Under Card, select Address List
• Click Export to Excel
• • • MYOB will open the report in Excel
• Save the Excel file
• Copy and paste the data into the spreadsheet workbook supplied by JobFlow
• • • Ensure all column titles match the data you enter
    • Do not rename or remove any columns
    • Keep formatting consistent with the JobFlow workbook
• Email the completed spreadsheet workbook back to JobFlow

Exporting an Inventory List

To obtain an Inventory List from MYOB:

• Along the bottom of the Command Centre
• Select Reports
• Under Inventory, select Items List

•  Click Export to Excel
• • • MYOB will open the report in Excel
• Save the Excel file
• Copy and paste the data into the spreadsheet workbook supplied by JobFlow
• • • Ensure all column titles match the data you enter
    • Do not rename or remove any columns
    • Keep formatting consistent with the JobFlow workbook
• Email the completed spreadsheet workbook back to JobFlow

Tips for New Users

• The JobFlow workbook is structured to match their import format, paste data directly without altering column names.
• If a column in MYOB does not exist in the JobFlow workbook, leave it out.
• If the workbook contains fields you do not use, leave them blank.
• Always double‑check spelling and formatting for customer names and item codes to avoid duplicates during import.