Solution Properties
Solution ID:
200427112357443
Last Modified Date:
Wed May 17 13:39:43 UTC 2023
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
How do I export data?
Description

If you need to export specific data, such as transactions or customer records, you can use the Export option to do this.

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Cause
Resolution

How to export data

  1. Open the required module, for example Customers.
  2. Click Reports and select the relevant folder, for example Customer details.
  3. Select the required report, for example, Customer Record CSV.
  4. Click Export and browse to the location to save the file.
  5. Enter a relevant File name.
  6. From the Save as type drop-down list, select CSV Files (*.csv)
  7. Click Save then enter the required criteria.
  8. Click OK.

You can amend the exported file and import the data back into Sage 50 Accounts or another program. You can use our How do I import data? guide to do this.

NOTE: Transaction records and records with new references create new entries in your accounts. If a record with the same reference already exists, that record updates if you make changes. If not, only editing a transaction record creates a duplicate. For more information, please refer to our Data fields you can import guide.

Reports available to export data

The following reports export your data in the correct format so you can import them back into your Sage Accounts software, if necessary.

TIP: Some reports are available in multiple formats, like (Extended). In most cases, you only require one report. If in doubt, use the extended option to extract as much data as possible. 

Area Report name File name Location
Customers
  • Customer Record CSV
  • Customer Record CSV (Extended)
  • SI_Ledg.report
  • SI_Ledg2.report
 Customers > Reports > Customer details
Supplier 
  • Supplier Record CSV
  • Supplier Record CSV (Extended)
  • PI_Ledg.report
  • PI_Ledg2.report
 Suppliers > Reports > Supplier details
Nominal 
  • Nominal Record CSV
  • Nominal Record CSV (Extended)
  • NI_Ledg.report
  • NI_Ledg2.report
 Nominal accounts > Reports > Nominal details
Audit trail transactions
  • Transaction CSV
  • Transaction CSV (Extended)
  • Transaction CSV (PP =>PA AND SR =>SA)
  • TRANS.report
  • TRANS2.report
  • TRANS3.report
 Transactions > Reports > Transactions
Products
  • Product Record CSV (Extended)
  • Product Transaction CSV - Sage Instant Accounts Plus and Sage 50 Accounts Essentials and above only
  • ST_LEDG.report
  • ST_LEDG2.report
 Products and services > Reports > Product details
Stock transactions
  • Product Transaction CSV - Sage Instant Accounts Plus and Sage 50 Accounts Essentials and above only
  • ST_TRANS.report
 Products and services > Reports > Product details
Project records
  • Project CSV Report - Sage 50 Accounts Plus and above only
  • PJCSV.report
 Projects > Reports > Project details
Fixed asset records
  • Fixed Asset CSV - Sage 50 Accounts Plus and above only
  • FXDASTCSV.report
 Fixed assets > Reports > Fixed asset list

Excel file formats

TIP: You can view examples of the Excel import file templates in our Data fields you can import guide. 

  1. In Sage Accounts click Help, then click About.
  2. Under the Program Details section, click the Program Directory path.
  3. Open the Import Templates folder.
  4. Double-click the relevant import template.

TIP: You can also save reports as other file types. Find out how in our How to save reports and layouts to file guide.

[BCB:116:Limitless - 50 Accounts - Import / Export:ECB]
  [BCB:278:UKI - Personal content block - Steph:ECB]
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