Where to find the import templates
Description

When you're creating an import file to import data into your software, use our Excel templates. They give tips for each column, with required fields in blue and optional fields in yellow. 

NOTE:

Follow our alternative article if you need to import journals.

Cause
Resolution

To access the templates: 

  1. In Sage 50 Accounts, go to File, then select Import.  
  2. Select 'here' on the Welcome window.

Use our import templates and their format rules article for more information.


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