Importing contacts from Microsoft Outlook

Select File >> Import and Export

In the "Import and export wizard", you should be prompted with the following steps:

1. "Choose an action to perform". Select "Export to a file".
2. "Create a file type" Select "Comma separated values (Windows)"
3. "Select a folder to export from"... click on your "Contacts" folder
4. "Save exported file as"... choose a name for the file and location to save it.
5. Click "Finish"
6. Import the file into Pearl!

Importing contacts from MYOB

Select File >> Export Data >> Cards

1. Choose a card file (Customers, Suppliers etc)
2. Select "Comma-separated" from the Export File Format menu
3. Click Continue
4. Click Match All
5. Click Export
6. In your Pearl account, visit Home > Welcome Page
7. Click the link to upload MYOB contacts (make sure you choose customers or suppliers)
8. Import the file into Pearl!

Pearl will import:

• Contact company, name, contact details
• All 3 address books
• Credit terms
• Credit limit
• Email and website information
• MYOB "Notes" into the Pearl "Scribblepad"

If you're going to be importing your accounting Debtors and Creditors, don't change the company name since this is what we use to match on.