 NOTE: Projects are only available in Sage 50 Accounts Professional and Client Manager. If you're interested in upgrading, leave your details and we'll be in touch.
You can use the Import option to import data into your accounts, either to create or update your project records. Here you can check which data fields you can import and find out more about the format required for each field.  TIP: There are reports in Sage 50 Accounts that you can use to export your existing data in the correct format for CSV files.
Project Records | Field | Type | Size | Left blank? | Format | Excel column | Report to use | | Project Ref | Text | 12 | No | Up to 12 characters with no spaces. | A | Project CSV Report | | Name | Text | 60 | Yes | | B | Project CSV Report | | Status ID | Integer | 2 | No | Enter between 1-99. The status must already exist in your accounts data. For example, 1 is the first status in the list, 2 is the second. | C | Project CSV Report | | Start Date | Date | 10 | Yes | Enter the format DD/MM/YYYY. | D | Project CSV Report | | End Date | Date | 10 | Yes | Enter the format DD/MM/YYYY. | E | Project CSV Report | | Description | Text | 255 | Yes | | F | Project CSV Report | | Customer A/C Ref | Text | 8 | Yes | The customer account must already exist in your accounts data. | G | Project CSV Report | | Order Number | Text | 60 | Yes | | H | Project CSV Report | | Contact Name | Text | 30 | Yes | | I | Project CSV Report | | Street 1 | Text | 60 | Yes | | J | Project CSV Report | | Street 2 | Text | 60 | Yes | | K | Project CSV Report | | Town | Text | 60 | Yes | | L | Project CSV Report | | County | Text | 60 | Yes | | M | Project CSV Report | | Post Code | Text | 60 | Yes | | N | Project CSV Report | | Telephone | Text | 30 | Yes | | O | Project CSV Report | | Fax | Text | 30 | Yes | | P | Project CSV Report | | E-Mail | Text | 255 | Yes | | Q | Project CSV Report | | Country Code | Text | 2 | Yes | The country code must already exist in your accounts data. | R | Project CSV Report | | Price Quoted | Decimal | 11 | Yes | 8 digits + 2 decimal places. | S | Project CSV Report |
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