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Personal Card Fields

Personal cards contain

There are groups of fields dealing with:

• Personal Card Identification
• Addresses
• Further details such as notes, identifiers and custom lists and fields

The grey fields are only shown when the All fields radio button is selected. They are all optional and not commonly used.

Personal Card Identification

A Personal Card MUST have a name which can be supplied in a number of ways.

The following fields are useful in identification:

CardID

The CardId provides a unique identifier in MYOB. This is optional but if you are importing data from a system which has a unique code for each Personal Card we would recommend importing it as the MYOB CardID as it can then be used to ensure that other data, for example sales, are correctly identified with the right Personal Card. If you use such a code you must ensure that one is also entered for all existing Personal Cards in MYOB.

CoLastName

Customer name, applicable to both business/company names and personal surnames. if those are in different columns in the input use CompanyName and LastName fields instead.

FirstName

First name of an individual. Existence of a first name implies that the Personal Card is personal.

isIndividual

Optional - x or Y to indicate that the card represents an individual, Implicit if a Firstname is supplied.

CompanyName

Name, applicable to business/company names but not personal surnames. Use if those are in different columns in the input but if business/company names and personal surnames are in the same data column use CoLastName.

LastName

Surname, applicable to personal surnames but not business/company names. Use if those are in different columns in the input but if business/company names and personal surnames are in the same data column use CoLastName.

Action

Single character code indicating what action is to be applied to. If no action is specified then it is assumed that a new Personal Card is to be imported unless the Update data in existing records is checked. in which case if the cardID and/or name exactly match an existing Personal Card fields other than the Personal Card Identification fields will be updated. Note that if name matches but cardID does not that will result in a new record with that CardID

D - Delete

Deletes the Personal Card identified as long as they have not yet been referenced in a sale, job or any other transaction. This is the only action code permitted in TransPost Express.

Note that sales that have had payments applied cannot be deleted without first deleting the payments.

U - Update

Updates the Personal Card identified. it will update even when the Update data in existing records is not checked.

NewCardID

This can be used to change a CardID if the card has been identified using an old cardID or add a cardID to a card that does not have one as long as it is uniquely identified by name.

Inactive

Inactive card: Default is active initially, use Y to set inactive, and N to update back to active.

Addresses and Contact Details

There can be up to 5 addresses associated with a MYOB card, each with its own phone numbers, email and contact name. Address 1 is also identified as the Bill To address and Address 2 is the default Ship To address.

Address 1

Address1Street

Address. This can be a multi-line street section or even the entire address, as long as it is enclosed in quotes ("") as it would be if exported to CSV format from a single multi-line Excel cell.

ALternatively this can just be the first line with subsequent lines imported via Address1StreetLine2 and so on.

Address1StreetLine2

Second line of address 1

Address1StreetLine3

Third line of address 1

Address1StreetLine4

Fourth line of address 1

Address1City

Suburb/City component of address.

Address1State

State or province.

Address1PostCode

Postcode.

Address1Phone1

Phone No 1

Address1Phone2

Phone No 2

Address1Phone3

Phone No 3

Address1Fax

Fax number.

Address1Email

Email address.

Address1Website

Website.

Address1Salutation

Salutation.

Address1ContactName

Name of the contact associated with address 1, the billing contact.

Address 2

This has fields corresponding to the ones in Address 1 except they are named "Address2..."

Address3, Address4 and Address5

These too have fields corresponding to the ones in Address 1 except they are named "Address3..." "Address4..." or "Address5..." as appropriate.