Summary
Description
The data you can import depends on your variant of Sage 50 Accounts. The Exceptions column shows which data types you can't import.
TIP: When importing records, if a record with the same reference already exists in your accounts, that record is updated. Transaction records and records with new references create new entries in your accounts. Use our handy guide to see the Data fields you can import.
Resolution
Areas you can import
Area | Can import? | Exceptions |
---|---|---|
Audit trail transactions View Transaction types > | Yes | You can't import the following:
|
Bank accounts | See exceptions. | You must import bank accounts as nominal records and then convert them manually to bank accounts. First import the bank nominal codes, then:
|
Customer records | Yes | You can't import customer delivery addresses. |
Fixed asset records | Yes | None |
Invoice and credits | No | You can't import into the Invoices and credit module. You can import sales invoice (SI) and sales credit (SC) transactions as audit trail transactions. |
Nominal accounts and standard budgets | Yes | You can't import advanced budget information. You can check if you use the standard or advanced budgeting method in Settings, Company Preferences on the Budgeting tab. |
Price lists | See exceptions. | You must import price lists from within the price list record. |
Product records | Yes | You can't import the following:
|
Project records | Yes | None |
Project-only transactions | Yes | None |
Purchase orders | No | You can't import into the Purchase order module. However, there may be a Sage partner that can offer you a solution. For more information, please visit the Sage 50 Marketplace. |
Sales orders | No | You can't import into the Sales order module. However, there may be a Sage partner that can offer you a solution. For more information, please visit the Sage 50 Marketplace |
Quotations | No | You can't import into the Quotations module. However, there might be a Sage partner that can offer you a solution. For more information, please visit the Sage 50 Marketplace. |
Stock take | Yes | None |
Stock transactions | Yes | You can't import the following:
|
Subcontractors records | No | You can't import CIS information into supplier records to create subcontractors. Instead, import the supplier record, and then enter the CIS information manually. |
CIS subcontractor transaction | No | You can't import CIS subcontractor transactional information. |
Supplier records | Yes | You can't import supplier delivery addresses. |
Values you can import
For more information on what individual values you can import in each area, please refer to the Data fields you can import guide.