Import Data in Sage

  1. From the Sage 50 Accounts menu bar, choose the File menu, then click Import.

    File Import window

    The File Import window appears

  2. In the Import Type option box a number of different data types are listed. Choose one of these data types to be imported.
  3. To import the data, click Run. If you want to exit from the import procedure, click Close.
  4. When you click Run the Open window appears for you to indicate the source of the data.

    Open Window to browse for source file

    Files for import must have the file extension .CSV. Once you have selected the source file, to import the data into your software, click Open.

  5. The import procedure is completed in two stages. Firstly, the source file is checked to ensure that the data is in the correct format. Secondly, if no errors are discovered, the data is imported and posted into the appropriate data files in your program. To exit, click Close.

    When the data has finished importing, if the import was successful the File Import Success window appears.

    This window reports on all the data that was imported, and records the data reference, the account/customer/supplier/product/project code and the narrative details of the data.

    If there were problems that meant the data import was unsuccessful, then the File Import Errors window appears. The window reports the errors in the data that caused the import to abort. The line or record in the data file, where the error occurred is recorded, along with the field and the nature of the error. For example, if you received the error message:

    	Error in line 4, field 1 : Invalid data for Sales Ledger Account Reference field

    This message indicates that in line 4, field 1 of the particular file you attempted to import, there was not a valid sales ledger account code.

    Note: Once you have successfully completed the import we recommend that you check your data files. For more information, click here .

    Something is not right!

     

    Problem

    Possible explanation

    The import appears to be suspended

    Ensure that the CSV file you are importing is not currently open on your PC.

    Error messages are displayed

    There are several reasons why you are encountering problems. For a list of possible solutions click here.

     

  6. To exit the File Import Success window click Close. Click Close again to close the File Import Window and return to the Sage 50 Accounts desktop.

Import file details: Stock Records

The data that you import must be in a correctly formatted CSV file. To enable you to make sure that your files are correct, view the CSV field structure lists to see each files individual fields, their sizes and type.

Note: In this version of Sage 50 Accounts, file importing now uses the Department alphanumeric reference number, which can contain up to eight characters.

Field

Type

Size

Validation

Precision

Import Type

Product Code

Text

30

Yes

 

Standard / Extended

Description

Text

60

 

 

Standard / Extended

Tax Code

Int

2

T0 - T99

 

Standard / Extended

Sales Price

Decimal

11

 

8 digits + 2 d.p.

Standard / Extended

Cost Price

Decimal

11

 

8 digits + 2 d.p.

Standard/Extended

Unit of Sale

Text

8

 

 

Standard / Extended

Location

Text

16

 

 

Standard / Extended

Nominal Code

Text

8

Lookup

 

Standard / Extended

Stock Category Number

Int

3

1 - 999

 

Standard / Extended

Department Reference

Alpha numeric

1-8

 

 

Standard / Extended

Supplier Account Ref

Text

8

Lookup

 

Standard / Extended

Part Number

Text

16

 

 

Standard / Extended

Re-order Level

Decimal

11

 

8 digits + 2 d.p.

Standard / Extended

Item Type

Int

2

0, 1 or 2
(Note:
0 = stock;
1 = non-stock;
2 = service)

 

Extended

Commodity Code

Text

30

 

 

Extended

Weight

Decimal

11

 

8 digits + 2 d.p.

Extended

Stock Take Date

Date

10

Date

xx/xx/xxxx

Extended

Re-order Quantity

Decimal

11

 

8 digits + 2 d.p.

Extended

Stock Take Quantity

Decimal

11

 

8 digits + 2 d.p.

Extended

 

Download template Download template

Sage 50 Accounts Requirements.

Licence information

A single user licence permits one installation of the program, on a single machine. If you want to keep a backup of the program and data, you would need to purchase an additional installation licence. To use Sage software over a network you will need additional user licences.

Read more: Sage 50 Accounts Requirements.

Why Sage?

Why SageAsk any small business owner what can take up the bulk of his time and his answer will most likely be bookkeeping. Utilizing a system this kind of as Sage accounting application can substantially reduce the time it takes even though supplying you with far more helpful monetary studies and info.

So what do you need to look for when getting a small enterprise accounting software program deal?

  • Ease of Use
  • Assistance
  • Capacity to increase with your business
  • Studies

Read more: Why Sage?