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Sage 50 Import (Older Versions)

The Sage 50 import process V2010 (V16) and earlier

1/ Make sure that the CSV data is valid and complies with the rules

2/ Get the fields in the right order There are  a lot of field in the different tables the link will show you them all. Unfortunately Sage changed the layout several times and it is best to consult the help file in your program to be sure you have the right order for the fields.

3/ Run the Import process in Sage 50, this is a two part process,

Log in as Manager (or your user ID if you have access rights to import)
Go to File Menu and select the Import option
Check the tick box for the type of record you are importing
Select run
Navigate in the browsing window to your import file and select open.

Sage runs a test the first time and if everything is okay it does a second pass, during which it import all the data into sage 50.  The process is ALL or NOTHING, if it fails on one record all the records will fail to import.

4/ Fix any problems highlighted by the import.  It is quite possible that you have missed something even though you were really careful with your data preparation, so be prepared to go back fix mistakes and run step 3 again.

 


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