Prepare to import data

Solution Properties

Solution ID:

250326121614737

Last Modified Date:

Mon May 18 07:51:31 UTC 2026

Taxonomy Path:

Case category//How do I...//import/export

Author:

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

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