myosh365 gives you the ability to import documents into your account as well as export documents into 3 different formats.
import
In order to import records into myosh365, Â download the template from the export button to ensure that you have the correct format required to bring the records in.
Note: Â Ensure that you are on the main module screen and not in a particular open record.

Once you have the template you can populate your template with the data required to be imported into myosh365.
When your template is ready for import, click on import button located at the top of the screen.

Search for your file using the browse button and confirm the import by selecting “open” once you have selected the file you wish to open.

export
Exporting documents is useful for creating reports or saving the document in a printable format.
Note: Â If you wish to export one particular record, ensure you are exporting from within the open record.
If you wish to export all documents from a module, use the export button from the main module screen, as shown below.

Click on the export button, select the format you wish to receive your document in.

Select the file for exporting.

Depending on your browser that you are using this will send up as a downloaded file at the bottom of your screen as shown below. Â This particular file was exported using Microsoft Edge Browser. Â Select open file.
