MYOB Adapt simplifies migrations to MYOB Acumatica from desktop payroll and ERP solutions. Here are some common questions about what it's capable of and how you can use it.
General
Can I migrate multiple databases to a single MYOB Acumatica site?
Not at the moment, but you'll be able to do this in a future release.
Can I give feedback about MYOB Adapt?
Yes, we'd love to hear your ideas! Go to the Digital Transformation section of the ideas portal, and submit ideas for the specific product you're migrating from:
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Exo Business to MYOB Acumatica Business
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Exo ES to MYOB Acumatica Payroll.
How do I report an issue?
Raise a case in Phoenix with Class ID "Advanced Business" and Area "Adapt".
How do I reset my online portal password?
See the troubleshooting section of Setting up a migration in the online portal.
Payroll
Can I migrate a customer with multiple companies?
No. Currently, you can only use MYOB Adapt to migrate customers with a single company.
Can I migrate a customer with international employees?
No. Currently, you can only migrate a customer with employees who are paid in the Australian dollar (AUD) or the New Zealand dollar (NZD).
Can I migrate a customer that uses the BMS identifier for Single Touch Payroll?
No. Currently, MYOB Adapt doesn't support the BMS identifier in the Single Touch Payroll workflow. You have to set these values to zero in MYOB Exo Employer Services Australia before migrating the customer.
What payroll data can I migrate?
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Exo Employer Services |
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|---|---|---|
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Static data |
Can be migrated with Adapt |
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Australia |
New Zealand |
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Pay groups |
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Pay items |
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Departments |
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Positions |
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Employees |
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Pay details |
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Pay distribution |
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Employee pay groups |
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Superannuation |
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Superannuation funds |
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N/A |
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Entitlements |
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Pay details – Tax file number |
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N/A |
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Pay details – IRD number |
N/A |
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Pay rates1 |
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Standard pays |
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Remove migration standard pay items |
N/A |
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Employee banking |
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General ledger purposes |
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Pay item rollups |
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N/A |
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Multiple wage hourly rates |
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Family domestic violence leave – entitlement and pay item changes |
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N/A |
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Allowances |
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Deductions |
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Employee day of week |
N/A |
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Posting classes/posting class accounts |
Coming soon |
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Leave accrual |
Coming soon |
Coming soon |
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Dynamic data |
Can be migrated with Adapt |
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Australia |
New Zealand |
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Entitlement Adjustment Details |
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Entitlement Adjustments |
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FBAPS |
N/A |
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Leave accrual |
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Pay History Details |
N/A |
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Pay History2 |
N/A |
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Pay History for Pay Groups |
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N/A |
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Pay History-Pay Groups |
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N/A |
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Pay Details-Distribution Other |
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N/A |
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Pay Details-Distribution Final |
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N/A |
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Pay History for terminated employee |
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N/A |
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Only pay rates used in a standard pay are migrated. In a future version, you'll be able to migrate more pay rates.
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For New Zealand sites, 52 weeks of payroll history is included in the dynamic data.
What's the difference between static data and dynamic data?
Static data are things like reference data, pay items, etc. that don't change after a pay run. Dynamic data are things like entitlement adjustments, pay history, etc. that do change after a pay run.
When migrating, you can start by migrating static data. Then, when you're ready to make the migrated site live, you can migrate dynamic data. This makes it easier to test the migration data.
Can I migrate data into MYOB Acumatica — Workforce Management?
Not at the moment. Currently, all payroll data is migrated into a single MYOB Acumatica — Payroll database.
Enterprise resource planning (ERP)
Can I migrate companies with a multiple price structure?
No, you can only use MYOB Adapt to migrate a company with a standard sell price.
What ERP data can I migrate?
|
MYOB Exo Business |
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|---|---|
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Data type |
Can be migrated with Adapt |
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Chart of accounts |
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GL opening balances details |
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GL batches |
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Customer classes |
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Active customers |
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Supplier classes |
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Suppliers |
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Item classes |
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Stock items |
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Sub accounts – GL batches and opening balances |
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Non-stock items |
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Stock opening balances |
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Sales orders – open and partially processed |
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Supplier invoices – open and partially processed |
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Branches |
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Credit terms |
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Extra fields/attributes |
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Kits and stock items for kits |
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Multi company databases |
Coming soon |
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MYOB Exo Job Costing |
Coming soon |
Which MYOB Exo Business modules can I migrate?
You can migrate core financial and inventory data. Job Costing and other modules will be added in the future.
Are customer contacts migrated?
Yes.