Skip to main content
Skip table of contents

4. Reviewing data and uploading it to MYOB Advanced

After importing a customer's data spreadsheets to the MYOB Adapt online portal, you can use MYOB Adapt Desktop to review and edit their data, then upload it to MYOB Advanced.

To get started, download MYOB Adapt Desktop from the Downloads section on the online portal.

1. Install MYOB Adapt Desktop
  1. Log in to the MYOB Adapt online portal.

  2. On the left, click Downloads. The Files to Download page opens.

  3. Click AdaptDesktopInstaller.exe to download the Adapt Desktop installation file.

    To prevent errors when using the files, make sure that the name of the file you downloaded matches the name on the MYOB Adapt online portal. For example, if you've previously downloaded the Adapt Uploader file, it might be named AdaptDekstopInstaller (1).exe. In that case, you should rename it to AdaptDekstopInstaller.exe.

  4. Open the AdaptDekstopInstaller.exe file.

  5. Follow the prompts to install MYOB Adapt Uploader.

2. Open a migration in MYOB Adapt Desktop
  1. Open MYOB Adapt Desktop.

  2. On the Adapt Desktop Logon screen, enter your Email Address and Password.

  3. Click Login.

  4. From the Migration Code dropdown, select the migration you want to work on.

  5. Click Next. MYOB Adapt Desktop opens.

Understanding the Adapt Desktop interface

The Adapt Desktop interface is made up of three sections:

  • At the top is the name of the migration you're working on.

  • On the left is the progress table, where you can select which data set to work on.

  • On the right is the Item Data tab, where you can edit data and upload it to MYOB Advanced..

Progress table

Column name

Description

Progress Item

The Progress Item column lists different data sets that were exported from a customer's source product.

Clicking an item in this column opens its data set in the item workspace.

Rows

The Rows column shows how many rows of data there are in an item's data set.

Errors

If an error occurs while uploading a row of data from the item workspace, it adds to the number in the Errors column.

Uploaded

If you successfully upload a row of data from the item workspace, it adds to the number in the Uploaded column.

Queued

When you upload multiple rows of data from the item workspace at once, it can take some time for all the rows to upload. This adds to the number in the Queued column.

The number goes down as rows are successfully uploaded.

Ignored

The number of records that have the Ignore checkbox selected.

Status

The Status column summarises how much of an item's data has been uploaded to MYOB Advanced Payroll.

  • New – No rows have been uploaded or queued for that item.

  • In Progress – Some rows have been successfully uploaded for that item.

  • Complete – All rows have been successfully uploaded for that item.

  • Uploading – The rows you've selected to upload are currently being uploaded into MYOB Advanced Payroll.

  • Not Uploaded Directly – This progress Item does not have an Upload button. It means you can't upload data directly from this progress item. This data could be part of the pre-migration checklist, config or detail data, which is loaded with a header record in a later (usually the next) progress item.

Totals

The Totals row tallies the numbers in each column of the progress table.

Item data tab

Actions

Toolbar item

Icon

Description

Save

Saves any changes you made to rows of data.

Refresh

Reloads the data rows so they display up-to-date information.

Tick

Choose which rows are selected in the To Upload and Upload columns.

Find/Replace

After clicking in a column, you can choose from two options:

  • Find/Replace 'Example' – Lets you search for a term in the column and replace every instance of that term with something else.

  • Find 'Example'/Replace – Lets you make changes in one column by copying data from another column.

Truncate Time

If a field contains date and time information, clicking Truncate Time sets the time information to 00:00:00.

Upload

Queues rows selected in the To Upload column for upload to MYOB Advanced Payroll.

Uploading data also automatically downloads the values from MYOB Advanced.

Cancel Upload

Stops all queued rows from being uploaded to MYOB Advanced Payroll.

Download Advanced Values

Downloads the values that have been uploaded to MYOB Advanced.

Duplicate Row

Copies whichever row you currently have highlighted, letting you create a new value based on an existing one.

Excel

Lets you export your changes for a progress item to Microsoft Excel. You can then import those changes to another migration.

This is handy for doing a migration to a production site after first trying your changes in a test migration, or if you're migrating multiple sites that use the same basic setup for certain data types and progress items.

Actions

The options in the Actions dropdown change depending on what item you're working on. For example:

  • Set Defaults from Config – Automatically completes fields based on what you entered for the Config item.

Grid Utilities

Choose an option that changes how the rows in the table are displayed:

  • Expand All Groups

  • Collapse All Groups

  • Best Fit All Columns

  • Restore Default Grid Layout

Filters

Toolbar item

Description

Show Status Columns

Displays the To Upload and Uploaded columns in the item workspace.

Show

Select which data values to display:

  • Data – Shows the data that is in Adapt Desktop.

  • Data + Advanced Values – Shows Data (described above), as well as Advanced columns with the data that you most recently uploaded to MYOB Advanced.

  • Data + Previous Upload – Displays data (described above), as well as Previous Upload columns with data from your second most recent upload.

  • Data + Original Values – Displays data (described above), as well as Original columns with data as it was originally imported to Adapt Desktop from the source product.

Show Original Values

Displays an Original column next to all data columns, letting you see how the data looked before any changes were made.

For example, when working on pay items, an Original Description column is displayed next to the Description column.

Highlight duplicates

Adds a yellow highlight to any fields that have the same data.

Filter Displayed Columns

Type here to only display columns with a column header that includes what you typed.

For example, when working on pay items, type "Entitlement" to only display the Entitlement, EntitlementID and IsEntitlementPayment fields.

Highlight Values

Typing here adds a yellow highlight to any fields that include what you entered.

Show Database Name

Displays the Source Database column.

Duplicate Row

Copies whichever row you currently have highlighted, letting you create a new value based on an existing one.

Field colour meanings

In Adapt Desktop, different field colours mean different things.

Progress table colours

Colour

Meaning

Green

If the Status field for a progress item is highlighted green, then all data has been uploaded for the progress item.

Yellow

Yellow fields highlight the upload count for a progress item.

Red

Red fields highlight that errors occurred with a progress item.

Item data tab colours

Colour

Meaning

Grey

Grey fields are read-only.

Yellow

Yellow means you've selected the option to either to highlight fields with a specific value or with a duplicate value.

Gold

Gold fields are mandatory.

Purple

Shows which columns display the data that's currently uploaded in MYOB Advanced.

Only appears if you select Data + Advanced Values in the Show dropdown.

Pink

Shows which columns display the data that was uploaded previously.

Only appear if you select Data + Previous Upload in the Show dropdown.

Light orange

Shows which columns display the data that was originally extracted from a customer's source product.

Only appears if you select Data + Original Values in the Show dropdown.

Light pink

Light pink fields mean that there was an invalid date in the original data extracted from a customer's source product.

The value in pink fields is always the date 01/02/1900.

Bright pink

Highlights values that are different to values in MYOB Advanced.

Only appears if you select Data + Advanced Values in the Show dropdown.

Uploading data to MYOB Advanced

Before editing migration data:

  • Whenever a new version of Adapt is released, you must publish the latest version of the Adapt customisation to your clients MYOB Advanced Payroll or Advanced Business site. Without the latest customisation, you won't be able to work on any migrations.

  • For all migrations, you must start by performing the checks in the Pre-Migration Check List progress item.

Perform pre-migration checks

The pre-migration checklist makes sure that all the necessary settings have been configured properly in the MYOB Advanced site you're migrating to. If anything is missing or incorrect, you have the chance to change it in the MYOB Advanced site to avoid errors when you're working on the migration data.

  1. Log in to Adapt Desktop.

  2. In the progress table, select the Pre Migration Check List progress item.

  3. In the Item Data tab, click Download Advanced Values (

    ).

  4. Go to the Actions menu (

    ) and choose Perform Pre-Migration Checks. If any settings aren't configured correctly in MYOB Advanced, they'll be highlighted in the table.

Example migration steps

Because each customer's data is different, we can't tell you exactly how to migrate it. You need to know know how to treat their data according to their business needs. But here's a simplified explanation of the steps to upload data from Adapt Desktop to MYOB Advanced Payroll.

  1. Log in to Adapt Desktop and choose which migration you want to work on.

  2. In the progress table, click the first item in the Item column.

    You have to upload item in order, starting with the item in the first row of the progress table. For migrations to MYOB Advanced Payroll, this is usually the Config item.

    Working on later progress items without completing earlier progress items will cause errors.

  3. On the Item Data tab, review the rows of data and make any changes.

  4. Follow the instructions in the Instructions section for each progress item. If you can't see any instructions, deselect the Hide Instructions checkbox.

  5. On the toolbar, click Refresh and check if an error occurred while uploading.

  6. Repeat steps 1–5 for each item in the progress table.

Video: Step-by-step guide to convert AU payroll data

Troubleshooting

Error: "Guid should contain 32 digits with 4 dashes"

Error: "Guid should contain 32 digits with 4 dashes"

To avoid this issue, make sure that all payment types are available in MYOB Advanced before uploading employees and employee banking details.

Missing payroll data in Adapt Desktop

If there are no rows of data for some progress items, like Superannuation Funds or Employees, that means an issue occurred when extracting data with Adapt Uploader.

You can resolve the issue of missing data by rebuilding the staging database, then re-extracting the data with Adapt Uploader.

  1. Log in to the MYOB Adapt online portal.

  2. On the Customers screen, click the customer whose migration is missing data.

  3. On the Edit Customer screen, click the migration that's missing data.

  4. On the Edit Migration screen, click Rebuild Staging Database.

  5. Read the warning message and click OK.

  6. Log in to Adapt Uploader.

  7. Re-extract your customer's data.
    After re-extracting, all of your customer's data is available to work on in Adapt Desktop.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.