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Getting started

Get access to MYOB Adapt

To get access to MYOB Adapt, you need to raise a case in Phoenix and request a login for the MYOB Adapt online portal. Select MYOB Advanced 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.

Prepare your customer’s database

You can work on a migration from any computer that has access to your customer’s database. For example, you could work on the migration from your office computer instead of being on site with your customer.

The easiest way to connect to your customer’s database is to have a copy 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.

Later, when setting up a migration in the online portal, you’ll enter information that lets MYOB Adapt access your customer’s database.

What’s next?

You’re ready to start a migration by setting up your client’s MYOB Advanced site.

If you’re unsure about something, check our frequently asked questions.

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