How to import .CSV data

Import data into Sage 50

1. You must be in single-user mode to import data
2. Export the data to one or more .CSV files.
3. Modify the .CSV file(s), so they match the format required by Sage 50.
4. Import the data into your current Sage 50 company.
5. This article covers importing and exporting name records only:
   • To import transactions, see Importing miscellaneous transactions from a text file into Sage 50 and How do I import transactions into Sage 50 using a .IMP file format.

 

 TIP: Exporting existing data from Sage 50 can provide a useful template to help format your record data for import. If a file has no records, then enter a few records manually, export them, and open the exported file in excel. See the articles linked below for information on specific types of records.

Import / Export Customer name records

• See Exporting and importing customers data using CSV format with Sage 50
  • Includes names, addresses, phone numbers, default currency, default price list, French names

Import / Export Vendor name records

• See Exporting and importing vendor data using CSV format using Microsoft Excel
  • Includes names, addresses, phone numbers

Import / Export Employee name records

• See Exporting and importing employees data using CSV format
  • Includes names, addresses, phone numbers, SIN, and birth dates

Import Inventory / Services name records

• See Exporting and importing inventory and services data using CSV format
  • Includes names, units, price, default inventory chart of accounts (asset, revenue, cost of goods sold), French names

Import Chart of Account names

• See Exporting and importing account data using CSV format
  • Includes names, account types, account classes, currency, and French names

Import Project names

• See Exporting and importing Projects data using CSV format with Sage 50
  • Includes names, and project start date

Import Budgets

• See How do I import or update account budgets in Sage 50
  • Includes account number, account name, and budget period

Import Price Lists

• See Exporting and importing price lists using CSV format in Sage 50
  • Includes inventory item number, name, and all price list info