Solution Properties
Solution ID:
200427112331782
Last Modified Date:
Thu Jan 11 09:30:09 UTC 2024
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
To import customer, supplier and product records when setting up your company
Description
Cause
Resolution
TIP: You can also use File Import to import other types of information in addition to customers, suppliers and products. See our guide for more information.

Prepare your data file to import

Before importing into Sage 50 Accounts, you need to prepare your data in a csv or excel formatted file. There are three ways to do this:
Use the file import templates (Recommended)These are excel files that are formatted so they're automatically recognised when importing. To access these:
  1. On the menu bar click Help, then About.
  2. Under Program Details, click the link for Program Directory, then open the Import Templates folder.
Create a file from scratchFor details of what this file should look like, please refer to our help guide.
Export your dataIf you're moving your data from an existing company in Sage Accounts, you can export your current data, and then re-import the data into your new company.

Import customer, supplier or product records

Once you're data file is prepared, you're ready to import into Sage 50 Accounts:

  1. On the menu bar click File then click Import.
  2. If required, click Backup to back up your data, once complete, click Next.
  3. In the Data type window, select Customer records, Supplier records or Product records as required then click Next.
  4. In the Data source window, select the format of the data you're importing.
  5. The Excel worksheet (*.xls;*.xlsx) option is only enabled if you've a compatible version of Microsoft Excel installed. For more information on compatible versions, please refer to our help guide.
  6. If the first row of your data contains headings, select the First row contains headings check box.
  7. Click Browse and locate and select the file to import then click Open.

    If your import file contains multiple worksheets, choose the required worksheet from the drop-down list.

  8. Click Next. To link the imported data to the correct fields in Sage 50 Accounts, complete the Imported Field column as required, choosing the relevant field from the drop-down list. Compulsory fields are marked with an asterisk, for these you must select an Imported Field.

  9. Once all of the required fields are mapped, click Next, check the summary information is correct, then click Import or Finish.
    • If the import is successful, a list of transactions imported appears in the Record Imported pane. Click Close.
    • If the import is unsuccessful, a list of import errors appear in the Records not Imported pane. Click Edit import to amend the original import file, click Close, then attempt to import again.
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