Making I.T. Happen
If you are using Sage 50 V2007 aka V17 or later, the importing routine has changed dramatically, you are no longer restricted to just using CSV format, nor are the field layouts are rigid. See our guide here for later versions of Sage 50.
The CSV format itself also places restrictions, you can not use " or , in any fields unless you properly delimit them.
There are also problems using Spreadsheets such as Excel with CSV data due to conversion problems
With the advent of V2011, there are a couple of changes, first you can now use XLS format, this gets rid of a lot of the problems of Excel and CSV files, however, if your data source is CSV you still need to be careful. The other change is that the columns no longer have to be in a fixed order, you can now choose any order you like and save a template for that format. This actually makes the process not so easy to do on a day to day basis as you now have extra steps to go through to select the template, if you do regular importing then investing is a 3rd party tool is going to help smooth the process a lot, see advanced importing below.
Note than only some fields can be imported and only into some tables, so this import not a perfect solution, although it will save a lot of work.
For Sage V2010 (V16) and earlier click here for further instructions
For Sage V2011 (V17) and later click here for further instructions
More Advanced Importing and Integrating with Line 50
Advanced custom import/integration features:-
Click here for more information.
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