Importing and Exporting Data to Excel and XML

If you want to perform detailed financial analysis by using a Microsoft Excel spreadsheet, you can export data from a table on any MYOB Acumatica form to Excel or CSV format. The system also supports import from these formats if, for example, you have some data that you want to process with MYOB Acumatica. For details, see Integration with Excel.

In MYOB Acumatica, some record types, such as generic inquiries and ARM reports, have a complex structure. You may need to export data from these forms—for example, to transfer a generic inquiry to another instance. Then in the other instance, you need to import this generic inquiry. You can import and export these records in XML format.

A form has XML export and import functionality when the Export as XML and Import from XML menu commands are available if you click Clipboard on the form toolbar after you select an entity. For example, navigate to the Generic Inquiry (SM208000) form, select an inquiry, and notice that this menu command is available. For details, see To Export Data to XML and To Import Data from XML.