CSV import onto Sage 50 v11??.....

System
System Posts: 100,534 🤖 Admin 🤖
edited June 18 in AAT student discussion
Can anybody help??.. I have lots of nominal activities to input into sage 50 v11. Does anybody know or have the correct layout template etc for CSV upload onto sage??<BR><BR>Thanks in advance to anybody that can help<BR><BR>Kind Regards<BR><BR>Justin (",)

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  • System
    System Posts: 100,534 🤖 Admin 🤖
    CSV import onto Sage 50 v11??.....

    Hi Justin,<BR><BR>I have experience in importing thousands of PI transactions from CSV to Sage Line 50 v11.<BR><BR>I haven't done nominal activities before, but I suppose it is possible to import nominal activities.<BR><BR>If you look up the help file on Sage, it will give you a layout of the fields to put in the CSV file.<BR><BR>I don't have Sage at home so I can't help you right now. I may forget when I get back to the office, so email me if you still need help. My email address is wilson.leong@excelcareholdings.com<BR><BR>Hope this helps.<BR><BR>Wilson
  • System
    System Posts: 100,534 🤖 Admin 🤖
    CSV import onto Sage 50 v11??.....

    Here is where you can find the CSV file structure for importing into Sage:<BR><BR>1. Login to Sage. Click Help.<BR>2. Click Contents and Index.<BR>3. Go to help topic: Import > file details > Audit Trail Transactions<BR><BR>You will find the list of fields required in the CSV file in order to import to Sage.<BR><BR>I find it the easiest to prepare the CSV file in Excel.<BR><BR>Also, don't forget to backup your data before you import.<BR><BR>If you still need help, email me.<BR><BR>Wilson

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