Getting started
Get access to MYOB Adapt
To get access to MYOB Adapt, raise a case in Phoenix and request a login for the MYOB Adapt online portal. Select MYOB Acumatica as your product, Adapt as the area and New User Login as the subarea.
System requirements – For your computer to run MYOB Adapt, its operating system needs to be Windows 10 or later.
Install the source product, add your customer’s database to it
You can work on a migration from any computer, as long as it has access to your customer’s database. For example, you could work from your office computer instead of being on site with your customer.
The easiest way to access your customer’s database is to have a backup file of it on your local server – it doesn’t need a username and password. Otherwise, if you leave the database on their server, you need to open the ports that let you connect to the database from your network.
On the same computer, you need to install the product your customer is migrating from, then restore their database to it.
For instructions on installing source products and restoring databases:
Set up MYOB Acumatica
For every Adapt migration, we recommend that you create two sites: a test site and a production site. You can use the test site to practise using MYOB Adapt to migrate data.
As an MYOB Partner or consultant, you should be familiar with the basics of creating and provisioning a site. These pages only cover settings that need to be set up in a specific way for Adapt migrations.
To learn what data you can migrate, see the MYOB Adapt FAQs.
What’s next?
You’re ready to set up a migration in the MYOB Adapt online portal.
If you’re unsure about something, check our frequently asked questions.
It’s also a good idea to get familiar Adapt Desktop, which you’ll use to work on your customer’s migration data: