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MYOB Exo Business Integration with Excel

I have created a video below on how to extract data from MYOB Exo Business to Excel.

 

There are two methods, a simple copy and paste method and a more complected direct SQL connection method

 

Extract Data from MYOB Exo Business - Simple Method

 

This first method is a simple copy and paste from any of the MYOB Exo Grids.

Just right click on the grid header and select "Copy to clipboard"

 

MYOBExoToExcel01.png

 

Now open Excel, right click on a cell and select to paste.

The contents of the MYOB Exo grid will now be available to you inside Excel

 

MYOBExoToExcel02.png

 

 

Extract Data from MYOB Exo Business - Advanced Method

Another way to extract data from MYOB Exo or indeed any other Microsoft SQL data source is to us the data connectivity features within Excel to create a direct connection to the Microsoft SQL database.

 

In Excel select the data tab and the "from Other Sources" button 

 

MYOBExoToExcel03.png

Select "From SQL Server"

MYOBExoToExcel04.png

 

Enter in your SQL server name and credentials

MYOBExoToExcel05.png

 

Select the database you are interested in extracting data from and also select the specific table name

 

MYOBExoToExcel06.png

 

Enter in a description for the data connection and then press "Finish"

MYOBExoToExcel07.png

 

Select the cell you want to import the data to and press OK

 

MYOBExoToExcel08.png

 

You will be asked for your password again. Enter it in and press OK

 

MYOBExoToExcel09.png

 

Your MYOB Exo data will be loaded into the spreadsheet

 

MYOBExoToExcel10.png

The good thing about this method is that to update the informtion all you need to do is right click on the table and select the "Refresh" option. Your data will now bring in the latest information from MYOB Exo

 

MYOBExoToExcel11.png

 

Here is a video showing you step by step through both processes:

 

 

This video is best seen on the full screen. Just click on the icon at the bottom right of the video (see image below).

To exit full screen just press escape 

 

VideoFullScreen.jpg

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