Data fields you can import into Sage 50cloud Accounts

Summary

You can use the Import option in Sage 50cloud Accounts to import data into your accounts, either to create new records and transactions or to update existing records.

Description

Here you can check which data fields you can Import and find out more about the format required for each field.

For information about how to Import - Read more >

TIP: There are reports in Sage 50cloud Accounts that you can use to export your existing data in the correct format for CSV files.

Customer Records

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
A/C	Text	8	No	Field can't be left blank. Up to 8 characters with no spaces.	A	Customer Record CSV
Name	Text	60	Yes		B	Customer Record CSV
Address Line 1	Text	60	Yes		C	Customer Record CSV
Address Line 2	Text	60	Yes		D	Customer Record CSV
Address Line 3	Text	60	Yes		E	Customer Record CSV
Address Line 4	Text	60	Yes		F	Customer Record CSV
Address Line 5	Text	60	Yes		G	Customer Record CSV
Contact Name	Text	30	Yes		H	Customer Record CSV
Telephone	Text	30	Yes		I	Customer Record CSV
Fax	Text	30	Yes		J	Customer Record CSV
Analysis 1	Text	30	Yes		K	Customer Record CSV
Analysis 2	Text	30	Yes		L	Customer Record CSV
Analysis 3	Text	30	Yes		M	Customer Record CSV
Department	Integer	3	Yes - The default customer department is assigned.	Must be a number between 0 - 999 with no decimal places.	N	Customer Record CSV
VAT Number	Text	30	Yes		O	Customer Record CSV
M.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	P	Customer Record CSV
Y.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	Q	Customer Record CSV
Prior Y.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	R	Customer Record CSV
Credit Limit	Decimal	11	Yes	8 digits + 2 decimal places.	S	Customer Record CSV
Trading Terms Text	Text	30	Yes		T	Customer Record CSV
Settlement Due Days	Integer	3	Yes	Must be a number between 0 - 365 with no decimal places.	U	Customer Record CSV
Sett. Discount (%)	Decimal	11	Yes	Must be a number between 0 - 99.99.	V	Customer Record CSV
Default Nominal Code	Text	8	Yes - the default customer nominal code is assigned.	The nominal code must already exist in your accounts data.	W	Customer Record CSV
Default Tax Code	Integer	2	Yes - the default customer tax code is assigned.	This must be between T0 - T99.	X	Customer Record CSV
Trade Contact	Text	30	Yes		Y	Customer Record CSV (Extended)
Telephone 2	Text	30	Yes		Z	Customer Record CSV (Extended)
E-Mail	Text	255	Yes		AA	Customer Record CSV (Extended)
Website	Text	255	Yes		AB	Customer Record CSV (Extended)
Discount %	Decimal	11	Yes	Must be a number between 0 - 99.99.	AC	Customer Record CSV (Extended)
Payment Due Days	Integer	3	Yes	Must be a number between 0 - 365 with no decimal places.	AD	Customer Record CSV (Extended)
Terms Agreed check box	Integer	1	Yes - the check box isn't selected.	This must be 0 or 1. 0 = not selected, 1 = selected.	AE	Customer Record CSV (Extended)
EORI Number	Text	14	Yes		BY	Customer Record CSV (Extended)
Incoterms	Integer	2	Yes	Must be a number between 0 - 22	BZ	Customer Record CSV (Extended)

You may have specified different names for the Analysis 1, 2 and 3 fields. To check or amend the names, open the Settings menu, choose Configuration then click the Custom Fields tab. Check or amend the names, as required.

Supplier Records

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
A/C	Text	8	No	Field can't be left blank. Up to 8 characters with no spaces.	A	Supplier Record CSV
Name	Text	60	Yes		B	Supplier Record CSV
Address Line 1	Text	60	Yes		C	Supplier Record CSV
Address Line 2	Text	60	Yes		D	Supplier Record CSV
Address Line 3	Text	60	Yes		E	Supplier Record CSV
Address Line 4	Text	60	Yes		F	Supplier Record CSV
Address Line 5	Text	60	Yes		G	Supplier Record CSV
Contact Name	Text	30	Yes		H	Supplier Record CSV
Telephone	Text	30	Yes		I	Supplier Record CSV
Fax	Text	30	Yes		J	Supplier Record CSV
Analysis 1	Text	30	Yes		K	Supplier Record CSV
Analysis 2	Text	30	Yes		L	Supplier Record CSV
Analysis 3	Text	30	Yes		M	Supplier Record CSV
Department	Integer	3	Yes - the default supplier department is assigned.	Must be a number between 0 - 999 with no decimal places.	N	Supplier Record CSV
VAT Number	Text	30	Yes		O	Supplier Record CSV
M.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	P	Supplier Record CSV
Y.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	Q	Supplier Record CSV
Prior Y.T.D.	Decimal	11	Yes	8 digits + 2 decimal places.	R	Supplier Record CSV
Credit Limit	Decimal	11	Yes	8 digits + 2 decimal places.	S	Supplier Record CSV
Trading Terms Text	Text	30	Yes		T	Supplier Record CSV
Settlement Due Days	Integer	3	Yes	Must be a number between 0 - 365 with no decimal places.	U	Supplier Record CSV
Sett. Discount (%)	Decimal	11	Yes	Must be a number between 0 - 99.99.	V	Supplier Record CSV
Default Nominal Code	Text	8	Yes - the default supplier nominal code is assigned.	The nominal code must already exist in your accounts data.	W	Supplier Record CSV
Default Tax Code	Integer	2	Yes - the default supplier tax code is assigned.	This must be between T0 - T99.	X	Supplier Record CSV
Trade Contact	Text	30	Yes		Y	Supplier Record CSV (Extended)
Telephone 2	Text	30	Yes		Z	Supplier Record CSV (Extended)
E-Mail	Text	255	Yes		AA	Supplier Record CSV (Extended)
Website	Text	255	Yes		AB	Supplier Record CSV (Extended)
Discount %	Decimal	11	Yes	Must be a number between 0 - 99.99.	AC	Supplier Record CSV (Extended)
Payment Due Days	Integer	3	Yes	Must be a number between 0 - 365 with no decimal places.	AD	Supplier Record CSV (Extended)
Terms Agreed check box	Integer	1	Yes - the check box isn't selected.	This must be 0 or 1. 0 = not selected, 1 = selected.	AE	Supplier Record CSV (Extended)
Bank Name	Text	60	Yes		AF	Supplier Record CSV (Extended)
Bank Address Line 1	Text	60	Yes		AG	Supplier Record CSV (Extended)
Bank Address Line 2	Text	60	Yes		AH	Supplier Record CSV (Extended)
Bank Address Line 3	Text	60	Yes		AI	Supplier Record CSV (Extended)
Bank Address Line 4	Text	60	Yes		AJ	Supplier Record CSV (Extended)
Bank Address Line 5	Text	60	Yes		AK	Supplier Record CSV (Extended)
Bank Account Name	Text	60	Yes		AL	Supplier Record CSV (Extended)
Bank Sort Code	Text	10	Yes		AM	Supplier Record CSV (Extended)
Bank Account Number	Text	20	Yes		AN	Supplier Record CSV (Extended)
BACS Reference	Text	60	Yes		AO	Supplier Record CSV (Extended)
Online Payments check box	Integer	1	Yes - the check box isn't selected.	This must be 0 or 1. 0 = not selected, 1 = selected.	AP	Supplier Record CSV (Extended)
EORI Number	Text	14	Yes		BP	Supplier Record CSV (Extended)
Incoterms	Integer	2	Yes	Must be a number between 0 - 22	BQ	Supplier Record CSV (Extended)

Nominal Records

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
N/C	Text	8	No	Up to 8 numbers with no spaces.	A	Nominal Record CSV
Name	Text	60	Yes		B	Nominal Record CSV
Yearly Budget (Total of Budgets Months 1-12)	Decimal	11	Yes	8 digits + 2 decimal places. Any value entered in this field is divided by 12 and imported into each monthly budget field. If a value is entered in the individual monthly budget field this is used instead.	C	Nominal Record CSV
Budget Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	D	Nominal Record CSV
Budget Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	E	Nominal Record CSV
Budget Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	F	Nominal Record CSV
Budget Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	G	Nominal Record CSV
Budget Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	H	Nominal Record CSV
Budget Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	I	Nominal Record CSV
Budget Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	J	Nominal Record CSV
Budget Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	K	Nominal Record CSV
Budget Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	L	Nominal Record CSV
Budget Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	M	Nominal Record CSV
Budget Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	N	Nominal Record CSV
Budget Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	O	Nominal Record CSV
Prior Year Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	P	Nominal Record CSV (Extended)
Prior Year Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	Q	Nominal Record CSV (Extended)
Prior Year Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	R	Nominal Record CSV (Extended)
Prior Year Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	S	Nominal Record CSV (Extended)
Prior Year Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	T	Nominal Record CSV (Extended)
Prior Year Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	U	Nominal Record CSV (Extended)
Prior Year Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	V	Nominal Record CSV (Extended)
Prior Year Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	W	Nominal Record CSV (Extended)
Prior Year Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	X	Nominal Record CSV (Extended)
Prior Year Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	Y	Nominal Record CSV (Extended)
Prior Year Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	Z	Nominal Record CSV (Extended)
Prior Year Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	AA	Nominal Record CSV (Extended)
Prior Year 2 Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	AB	Nominal Record CSV (Extended)
Prior Year 2 Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	AC	Nominal Record CSV (Extended)
Prior Year 2 Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	AD	Nominal Record CSV (Extended)
Prior Year 2 Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	AE	Nominal Record CSV (Extended)
Prior Year 2 Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	AF	Nominal Record CSV (Extended)
Prior Year 2 Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	AG	Nominal Record CSV (Extended)
Prior Year 2 Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	AH	Nominal Record CSV (Extended)
Prior Year 2 Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	AI	Nominal Record CSV (Extended)
Prior Year 2 Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	AJ	Nominal Record CSV (Extended)
Prior Year 2 Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	AK	Nominal Record CSV (Extended)
Prior Year 2 Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	AL	Nominal Record CSV (Extended)
Prior Year 2 Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	AM	Nominal Record CSV (Extended)
Prior Year 3 Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	AN	Nominal Record CSV (Extended)
Prior Year 3 Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	AO	Nominal Record CSV (Extended)
Prior Year 3 Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	AP	Nominal Record CSV (Extended)
Prior Year 3 Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	AQ	Nominal Record CSV (Extended)
Prior Year 3 Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	AR	Nominal Record CSV (Extended)
Prior Year 3 Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	AS	Nominal Record CSV (Extended)
Prior Year 3 Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	AT	Nominal Record CSV (Extended)
Prior Year 3 Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	AU	Nominal Record CSV (Extended)
Prior Year 3 Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	AV	Nominal Record CSV (Extended)
Prior Year 3 Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	AW	Nominal Record CSV (Extended)
Prior Year 3 Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	AX	Nominal Record CSV (Extended)
Prior Year 3 Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	AY	Nominal Record CSV (Extended)
Prior Year 4 Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	AZ	Nominal Record CSV (Extended)
Prior Year 4 Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	BA	Nominal Record CSV (Extended)
Prior Year 4 Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	BB	Nominal Record CSV (Extended)
Prior Year 4 Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	BC	Nominal Record CSV (Extended)
Prior Year 4 Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	BD	Nominal Record CSV (Extended)
Prior Year 4 Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	BE	Nominal Record CSV (Extended)
Prior Year 4 Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	BF	Nominal Record CSV (Extended)
Prior Year 4 Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	BG	Nominal Record CSV (Extended)
Prior Year 4 Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	BH	Nominal Record CSV (Extended)
Prior Year 4 Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	BI	Nominal Record CSV (Extended)
Prior Year 4 Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	BJ	Nominal Record CSV (Extended)
Prior Year 4 Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	BK	Nominal Record CSV (Extended)
Prior Year 5 Month 1	Decimal	11	Yes	8 digits + 2 decimal places.	BL	Nominal Record CSV (Extended)
Prior Year 5 Month 2	Decimal	11	Yes	8 digits + 2 decimal places.	BM	Nominal Record CSV (Extended)
Prior Year 5 Month 3	Decimal	11	Yes	8 digits + 2 decimal places.	BN	Nominal Record CSV (Extended)
Prior Year 5 Month 4	Decimal	11	Yes	8 digits + 2 decimal places.	BO	Nominal Record CSV (Extended)
Prior Year 5 Month 5	Decimal	11	Yes	8 digits + 2 decimal places.	BP	Nominal Record CSV (Extended)
Prior Year 5 Month 6	Decimal	11	Yes	8 digits + 2 decimal places.	BQ	Nominal Record CSV (Extended)
Prior Year 5 Month 7	Decimal	11	Yes	8 digits + 2 decimal places.	BR	Nominal Record CSV (Extended)
Prior Year 5 Month 8	Decimal	11	Yes	8 digits + 2 decimal places.	BS	Nominal Record CSV (Extended)
Prior Year 5 Month 9	Decimal	11	Yes	8 digits + 2 decimal places.	BT	Nominal Record CSV (Extended)
Prior Year 5 Month 10	Decimal	11	Yes	8 digits + 2 decimal places.	BU	Nominal Record CSV (Extended)
Prior Year 5 Month 11	Decimal	11	Yes	8 digits + 2 decimal places.	BV	Nominal Record CSV (Extended)
Prior Year 5 Month 12	Decimal	11	Yes	8 digits + 2 decimal places.	BW	Nominal Record CSV (Extended)

Audit Trail Transactions

This includes journal entry transactions - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Transaction Type	Text	2	No	This must be BP, BR, CP, CR, VP, VR, JC, JD, SI, SC, SA, SP, PI, PC, PA and PR.	A	Transaction CSV
You cannot import SR or PP transactions, instead you should import SA and PA transactions and manually allocate them once imported.
Account (Customer, Supplier or Bank Account Reference)	Text	8	Yes, but only for JC and JD transactions.	The account reference must already exist in your accounts data.	B	Transaction CSV
Nominal Code	Text	8	No	The nominal code must already exist in your accounts data.	C	Transaction CSV
Department	Integer	3	Yes	Must be a number between 0 - 999 with no decimal places.	D	Transaction CSV
Date	Date	10	Yes - the current program date is used.	This must be in the format DD/MM/YYYY.	E	Transaction CSV
Reference	Text	30	Yes		F	Transaction CSV
Details	Text	60	Yes		G	Transaction CSV
Net	Decimal	11	No	8 digits + 2 decimal places.	H	Transaction CSV
T/C (Tax Code)	Integer	3	Yes - tax code T0 is used.	This must be between T0 - T99.	I	Transaction CSV
Tax	Decimal	11	Yes, however, if left blank the transaction imports with a VAT value of 0.00.	8 digits + 2 decimal places.	J	Transaction CSV
Exchange Rate	Decimal	11	No. If importing Base currency transactions the exchange rate is 1.	8 digits + 2 decimal places.	K	Transaction CSV (Extended)
Ex.Ref	Text	30	Yes		L	Transaction CSV (Extended)
User Name	Text	32	Yes		M	Transaction CSV (Extended)
Project Reference	Text	12	Yes	Up to 12 characters with no spaces. The project must already exist within the accounts data. NOTE: For certain transations (for example purchase invoice (PI) and bank payments (BP)), when you enter a Project Ref you must also enter a Code Code.	N	Transaction CSV (Extended)
Cost Code Reference	Text	8	Yes	Up to 8 characters. The cost code must already exist within the accounts data. NOTE: For certain transations (for example purchase invoice (PI) and bank payments (BP)), when you enter a Code Code you must also enter a Project Ref.	O	Transaction CSV (Extended)
Country of VAT	Text	2	Yes	2 letter code as defined in Settings > Countries	P	Transaction CSV (Extended)
Report Type	Number	1	Yes	0= No report type 1= Union OSS 2= Non Union OSS 3= IOSS	Q	Transaction CSV (Extended)
Fund	Text	60	Yes	The fund reference must already exist in your accounts data.	R	Transaction CSV (Extended)

If you import foreign currency transactions, SI, SC, PI and PC. You must use the foreign currency values and enter the base to foreign exchange rate for the transaction. As with non-foreign currency transactions, customer and supplier payments and receipts can't be imported.

Product Records

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Stock Code	Text	30	No	Up to 30 characters with no spaces.	A	Product Record CSV
Description	Text	60	Yes		B	Product Record CSV
Tax Code	Integer	3	Yes - defaults to T0.	This must be between T0 - T99.	C	Product Record CSV
Price (Sales Price)	Decimal	11	Yes	8 digits + 2 decimal places.	D	Product Record CSV
Last Cost Price (Standard)	Decimal	11	Yes	8 digits + 2 decimal places.	E	Product Record CSV
Unit of Sale	Text	8	Yes		F	Product Record CSV
Location	Text	16	Yes		G	Product Record CSV
Sales Nominal Code	Text	8	Yes - the default customer nominal code is assigned.	The nominal code must already exist in your accounts data.	H	Product Record CSV
Category	Integer	3	Yes	Must be a number between 1 - 999 with no decimal places.	I	Product Record CSV
Department	Integer	3	Yes	Must be a number between 0 - 999 with no decimal places.	J	Product Record CSV
Supplier A/C	Text	8	Yes	The supplier account must already exist in your accounts data.	K	Product Record CSV
Part No.	Text	16	Yes		L	Product Record CSV
Re-order Level	Decimal	11	Yes	8 digits + 2 decimal places.	M	Product Record CSV
Item Type	Integer	1	Yes - defaults to Stock.	This must be 0, 1 or 2. 0 = Stock, 1 = Non-Stock and 2 = Service.	N	Product Record CSV (Extended)
Com. Code Description	Text	30	Yes		O	Product Record CSV (Extended)
Weight	Decimal	11	Yes	8 digits + 2 decimal places.	P	Product Record CSV (Extended)
Stock Take Date	Date	10	Yes	This must be in the format DD/MM/YYYY.	Q	Product Record CSV (Extended)
Re-order Qty	Decimal	11	Yes	8 digits + 2 decimal places.	R	Product Record CSV (Extended)
Stock Take Quantity	Decimal	11	Yes	8 digits + 2 decimal places.	S	Product Record CSV (Extended)
Inactive account	Integer	1	Yes	This must show 1 if inactive.	T	Product Record CSV (Extended)
IntraStat Duty Code	Integer	2	Yes	Maximum of 2 digits. Numbers only	AG	Product Record CSV (Extended)

Stock Transactions

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Transaction Type	Text	2	No	This must be AI, AO, DI, DO, GI, GO, GR or WO.	A	Product Transaction CSV
Stock Code	Text	30	No	The stock code must already exist in your accounts data.	B	Product Transaction CSV
Date	Date	10	Yes - the current program date is used.	This must be in the format DD/MM/YYYY.	C	Product Transaction CSV
Reference	Text	8	Yes		D	Product Transaction CSV
Details	Text	60	Yes		E	Product Transaction CSV
Quantity	Decimal	11	No	8 digits + 2 decimal places.	F	Product Transaction CSV
Cost Price	Decimal	11	Yes	8 digits + 2 decimal places.	G	Product Transaction CSV
Sales Price	Decimal	11	Yes	8 digits + 2 decimal places.	H	Product Transaction CSV

Stock Take

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Stock Code	Text	30	No	The stock code must already exist in your accounts data.	A	Stock Take Import Report
Date	Date	10	Yes - the current program date is used.	This must be in the format DD/MM/YYYY.	B	Stock Take Import Report
Reference	Text	30	Yes		C	Stock Take Import Report
Actual	Decimal	11	No	8 digits + 2 decimal places.	D	Stock Take Import Report

Project Records

NOTE: This option is only available in Sage 50cloud Accounts Professional and Client Manager.

To view data fields - Click here >

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	This must be between 1-99, however the status must already exist in your accounts data. For example 1 is the first status in the list, 2 is the second and so on.	C	Project CSV Report
Start Date	Date	10	Yes	This must be in the format DD/MM/YYYY.	D	Project CSV Report
End Date	Date	10	Yes	This must be in 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

Project-Only Transactions

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Transaction Type	Integer	2	No	This must be 19 or 20. 19 = project credit and 20 = project debit.	A	N/A
Project Reference	Text	12	No	Up to 12 characters with no spaces. The project must already exist within the accounts data.	B	N/A
Cost Code Reference	Text	8	Yes - only if the transaction type is 19 a project credit.	Up to 8 characters. The cost code must already exist within the accounts data.	C	N/A
Date	Date	10	Yes - the current program date is used.	This must be in the format DD/MM/YYYY.	D	N/A
Reference	Text	30	Yes		E	N/A
Details	Text	60	Yes		F	N/A
Resource Reference	Text	8	Yes	The resource must already exist within the accounts data.	G	N/A
Quantity	Decimal	11	No	8 digits + 2 decimal places.	H	N/A
Rate	Decimal	11	No	8 digits + 2 decimal places.	I	N/A

Fixed Asset Records

NOTE: This option is only available in Sage 50cloud Accounts Professional and Client Manager.

To view data fields - Click here >

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Asset Reference	Text	8	No	Up to 8 characters with no spaces.	A	Fixed Asset CSV
Location or Employee	Text	15	Yes		B	Fixed Asset CSV
Description 1	Text	60	Yes		C	Fixed Asset CSV
Description 2	Text	60	Yes		D	Fixed Asset CSV
Description 3	Text	60	Yes		E	Fixed Asset CSV
Serial No	Text	60	Yes		F	Fixed Asset CSV
Supplier Reference	Text	8	Yes	Up to 8 characters. The supplier account must exist within the accounts data.	G	Fixed Asset CSV
Balance Sheet Nominal Reference	Text	8	No	Up to 8 characters. The nominal code must exist within the accounts data.	H	Fixed Asset CSV
P and L Nominal Reference	Text	8	No	Up to 8 characters. The nominal code must exist within the accounts data.	I	Fixed Asset CSV
Depreciation Method	Integer	1	No	This must be 1, 2 or 3. 1 = Straight line 2 = Reducing balance 3 = Write off	J	Fixed Asset CSV
Purchase Date	Date	10	Yes - the current program date is used.	This must be in the format DD/MM/YYYY.	K	Fixed Asset CSV
Category	Integer	3	Yes	Must be a number between 1 - 100 with no decimal places.	L	Fixed Asset CSV
Department	Integer	3	Yes	Must be a number between 1 - 999 with no decimal places.	M	Fixed Asset CSV
Rate	Decimal	11	No	Must be a number between 0 - 99.99.	N	Fixed Asset CSV
Cost Price	Decimal	11	No	8 digits + 2 decimal places.	O	Fixed Asset CSV
Net Book Value	Decimal	11	No	8 digits + 2 decimal places.	P	Fixed Asset CSV

Customer and Supplier Price Lists

To view data fields - Click here >

The file format is the same for customer and supplier price lists:

Field	Type	Size	Left blank?	Format	Excel column	Report to use
Stock Code	Text	8	No	The stock code must already exist in your accounts data.	A	N/A
Price List Price	Decimal	11	No	This is a fixed price of 8 digits + 2 decimal places.	B	N/A

Data fields you can import into Sage 50cloud Accounts

Summary

Description

Customer Records

Supplier Records

Nominal Records

Audit Trail Transactions

Product Records

Stock Transactions

Stock Take

Project Records

Project-Only Transactions

Fixed Asset Records

Customer and Supplier Price Lists

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