Solution Properties
Solution ID:
250326121614737
Last Modified Date:
Wed Mar 26 12:25:38 UTC 2025
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
Prepare to import data
Description

Before you import, prepare your data in a Microsoft Excel file (*.xls or *.xlsx) or a Comma-Separated Values file (.csv).

For more information on what you can import, see our What type of information can I import into Sage 50 Accounts? article.

Cause
Resolution

Prepare your import file

There are three ways to do this:

  • Use the file import templates (Recommended) - These are Excel files in the correct format to import. Use our Import file format rules article
  • Create a new file - Use our Import file format rules article 
  • Export your data - You can export your current data, amend any fields required, and re-import the data. Use our How do I export data? article for more information
Steps to duplicate
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