Solution Properties
Solution ID:
250321114613797
Last Modified Date:
Tue May 13 08:13:42 UTC 2025
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
Supplier record data fields you can import
Description

You can use the Import option to import data into your accounts, either to create or update your supplier records.

 TIP: There are reports in Sage 50 Accounts that you can use to export your existing data in the correct format for CSV files.

Cause
Resolution

Here you can check which data fields you can import and find out more about the format required for each field.

Supplier Records

Field Type Size Left blank? Format Excel column Report to use
A/C Text 8 No This is a mandatory field. Up to 8 characters with no spaces. A Supplier Record CSV
Name Text 60 Yes   B Supplier Record CSV
Address Line 1 Text 60 Yes   C Supplier Record CSV
Address Line 2 Text 60 Yes   D Supplier Record CSV
Address Line 3 Text 60 Yes   E Supplier Record CSV
Address Line 4 Text 60 Yes   F Supplier Record CSV
Address Line 5 Text 60 Yes   G Supplier Record CSV
Contact Name Text 30 Yes   H Supplier Record CSV
Telephone Text 30 Yes   I Supplier Record CSV
Fax Text 30 Yes   J Supplier Record CSV
Analysis 1 Text 30 Yes   K Supplier Record CSV
Analysis 2 Text 30 Yes   L Supplier Record CSV
Analysis 3 Text 30 Yes   M Supplier Record CSV
Department Integer 3 Yes - Assigns the default supplier department. Enter a number between 0 - 999 with no decimal places. N Supplier Record CSV
VAT Number Text 30 Yes   O Supplier Record CSV
M.T.D. Decimal 11 Yes 8 digits + 2 decimal places. P Supplier Record CSV
Y.T.D. Decimal 11 Yes 8 digits + 2 decimal places. Q Supplier Record CSV
Prior Y.T.D. Decimal 11 Yes 8 digits + 2 decimal places. R Supplier Record CSV
Credit Limit Decimal 11 Yes 8 digits + 2 decimal places. S Supplier Record CSV
Trading Terms Text Text 30 Yes   T Supplier Record CSV
Settlement Due Days Integer 3 Yes Enter a number between 0 - 365 with no decimal places. U Supplier Record CSV
Sett. Discount (%) Decimal 11 Yes Enter a number between 0 - 99.99. V Supplier Record CSV
Default Nominal Code Text 8 Yes - Assigns the default supplier nominal code. The nominal code must already exist in your accounts data. W Supplier Record CSV
Default Tax Code Integer 2 Yes -  Assigns the default supplier tax code. Enter a code between T0 and T99. X Supplier Record CSV
Trade Contact Text 30 Yes   Y Supplier Record CSV (Extended)
Telephone 2 Text 30 Yes   Z Supplier Record CSV (Extended)
E-Mail Text 255 Yes   AA Supplier Record CSV (Extended)
Website Text 255 Yes   AB Supplier Record CSV (Extended)
Discount % Decimal 11 Yes Enter a number between 0 - 99.99. AC Supplier Record CSV (Extended)
Payment Due Days Integer 3 Yes Enter a number between 0 - 365 with no decimal places. AD Supplier Record CSV (Extended)
Terms Agreed check box Integer 1 Yes - Checkbox is blank. This must be 0 or 1. 0 = not selected, 1 = selected. AE Supplier Record CSV (Extended)
Bank Name Text 60 Yes   AF Supplier Record CSV (Extended)
Bank Address Line 1 Text 60 Yes   AG Supplier Record CSV (Extended)
Bank Address Line 2 Text 60 Yes   AH Supplier Record CSV (Extended)
Bank Address Line 3 Text 60 Yes   AI Supplier Record CSV (Extended)
Bank Address Line 4 Text 60 Yes   AJ Supplier Record CSV (Extended)
Bank Address Line 5 Text 60 Yes   AK Supplier Record CSV (Extended)
Bank Account Name Text 60 Yes   AL Supplier Record CSV (Extended)
Bank Sort Code Text 10 Yes   AM Supplier Record CSV (Extended)
Bank Account Number Text 20 Yes   AN Supplier Record CSV (Extended)
BACS Reference Text 60 Yes   AO Supplier Record CSV (Extended)
Online Payments check box Integer 1 Yes - Checkbox is blank. This must be 0 or 1. 0 = not selected, 1 = selected. AP Supplier Record CSV (Extended)
EORI Number Text 14 Yes   BP Supplier Record CSV (Extended)
Incoterms Integer 2 Yes Enter a number between 0 - 22 BQ Supplier Record CSV (Extended)

You can specify different names for the Analysis 1, 2 and 3 fields.

To check or amend the names:

  1. Go to Settings then Configuration and select the Custom Fields tab.
  2. Check or amend the names, as required.

Next steps

For help with importing the transactions, follow our Import supplier records when setting up your company article.

Steps to duplicate
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