Solution Properties
Solution ID:
200427112331782
Last Modified Date:
Tue Mar 11 13:42:50 UTC 2025
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
To import customer, supplier and product records when setting up your company
Description

When you set up your company in Sage 50 Accounts, you create your customers, suppliers and product records. To save time, you can import this information from a comma-separated values (CSV) file or an Excel spreadsheet.

Cause
Resolution
TIP: You can also use File Import to import other types of information in addition to customers, suppliers and products.

Prepare your data file to import

Before importing into Sage 50 Accounts, you need to prepare your data in a csv or excel formatted file. There are three ways to do this:
Use the file import templates (Recommended)

These Excel files are in the correct format which means they're recognised during the import.

To access these:

  1. On the menu bar click Help, then About.
  2. Under Program Details, click the link for Program Directory, then open the Import Templates folder.
Create a file from scratch For details on the file format, see our data files you can import article.
Export your data To move data from an existing company in Sage Accounts, export your current data, and then re-import it into your new company.

Import customer, supplier or product records

Once you've created your import file, you're ready to import into Sage 50 Accounts.

  1. On the menu bar, go to File then Import.
  2. If required, select Backup to back up your data, once complete, select Next.
  3. In the Data type window, select the data type as required, then select Next.
  4. In the Data source window, select the format of the data you're importing.
  5. The Excel worksheet (*.xls;*.xlsx) option is available if you have a compatible version of Microsoft Excel installed. 
  6. If the first row of your data contains headings, select the First row contains headings checkbox.
  7. Select Browse and locate and select the file to import, then select Open.

    If your import file contains multiple worksheets, choose the required worksheet from the drop-down list.

  8. Select Next. Select the relevant fields in the Imported Field column to link your imported data to the Sage Field column. Compulsory fields show with an asterisk.

  9. Once you've mapped all the required fields, select Next.
  10. Check the summary information is correct, then select Import or Finish.
  • If the import is successful, a list of transactions imported appears in the Record Imported pane. You can then select Close
  • If the import is unsuccessful, a list of import errors appear in the Records not Imported pane. Select Edit import to amend the original import file. Select Close then import again
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