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Uploading data to MYOB Advanced Payroll

Before editing migration data in MYOB Adapt Desktop:

  • 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 need to complete each progress item in the order they appear in the progress table. Skipping progress items can cause errors.

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

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

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

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

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

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