Import your records

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Import your records

You're now ready to import your customers, suppliers and product records. When you create an import file to import data into your software, we recommend you use our Excel templates. To get these templates:

In Sage 50 Accounts click Help, then click About.
In the Program Details section, click the Program Directory link.
Double-click the Import Templates folder.

Customer and supplier data

Prepare your import

Open the correct template:
Customer Record FULL template
Supplier Record FULL template

Locate and open the TASBooks customer or supplier CSV file.

NOTE: When you paste the information into the Sage file, you must leave the Sage column heading as if you delete this, the import will fail.

File comparison
TASBooks item name	Sage column	Sage item name
Customer/ Supplier Code	A	Reference CAUTION: The customer/Supplier code must be unique and can't exceed 8 characters.
Name	B	Customer Name
Address 1	C	Main Address Line 1
Address 2	D	Main Address Line 2
Address 3	E	Main Address Town
Address 4	F	Main Address County
PostCode	H	Main Address Post Code
Country	AX	Main Address Country Note: This is the country code, for example, GB for Great Britain or IE for Ireland with a maximum 2 characters. If you entered the full country name in TASBooks, you need to amend this before importing the file.
Contact 1	H	Main Contact Name
Telephone	I	Main Contact Phone
Fax 1	J	Main Contact Fax
Bank Name	AF	Bank Account Name
Bank Sort Code	AM	Bank Account Sort Code Note: You must ensure sort codes are in the format 00-00-00 and not in date format.
Bank Acct	AN	Bank Account Number
IBAN	BE	Bank Account IBAN
BIC	BF	Bank Account BIC

Enter any additional information into the Sage CSV file as required.
Save and close the file.

Import

In Sage 50cloud Accounts, click File then click Import.
Click Next, then select Customer records or Supplier records and click Next.
Select the format of the data you're importing, if you've used the template this is Excel worksheet.
If the first row of your data contains headings, select the First row contains headings check box.
Click Browse and locate and select the file to import then click Open.
Click Next. To link the imported data to the correct fields in Sage 50cloud Accounts, complete the Imported Field column as required, choosing the relevant field from the drop-down list. Compulsory fields are marked with an asterisk, for these you must select an Imported Field.
Once all of the required fields are mapped, click Next, check the summary information is correct, then click Import or Finish.

Product and service data

Prepare your import

Open the correct template:
Product Record FULL template

Locate and open the TASBooks customer or supplier CSV file.

NOTE: When you paste the information into the Sage file, you must leave the Sage column heading as if you delete this, the import will fail.

File comparision
TASBooks item name	Sage column	Sage item name
Product Code	A	Stock Code
Description	B	Description
Sales Account 1 Number	H	Nominal A/C Ref
Cost A/c number	AD	Purchase Nom Code
If this is the same as the sales VAT rate, copy the information in the VAT rate column.	C	Tax Code
Standard cost	E	Cost Price

Enter any additional information into the Sage CSV file as required.
Save and close the file.

Import

In Sage 50cloud Accounts, click File then click Import.
Click Next, then select Product records and click Next.
Select the format of the data you're importing, if you've used the template this is Excel worksheet.
If the first row of your data contains headings, select the First row contains headings check box.
Click Browse and locate and select the file to import then click Open.
Click Next. To link the imported data to the correct fields in Sage 50cloud Accounts, complete the Imported Field column as required, choosing the relevant field from the drop-down list. Compulsory fields are marked with an asterisk, for these you must select an Imported Field.
Once all of the required fields are mapped, click Next, check the summary information is correct, then click Import or Finish.

Next steps

Now you've imported your records you can now enter your opening balances. Read more >

Import your records

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