How to import customer or supplier contacts into Sage Accounting.
Description
You can import multiple customer or supplier records to save time, instead of creating their records manually.
Resolution
Step 1: Prepare the import file
Open a new Excel file and make sure the column headings match those in the table below.
NOTE: The maximum file size you can import is 0.5MB. If your file is larger, split the data into another file.
See template here>
Column | Field name | Type | Compulsory | Notes |
A | Reference | Text | Yes |
|
B | Company Name | Text | Yes |
|
C | Currency | Text | No |
|
D | Credit Limit | Number | No |
|
E | Main Address Type | Text | No | Leave blank to use the default of Delivery. Alternatively, enter one of the following:
* Delivery * Accounts * Sales * Purchasing |
F | Main Address Line 1 | Text | No |
|
G | Main Address Line 2 | Text | No |
|
H | Main Address Town | Text | No |
|
I | Main Address County | Text | No |
|
J | Main Address Post Code | Text | No |
|
K | Main Address Country | Text | No | This is the country code. |
L | Main Contact Name | Text | Yes |
|
M | Main Contact Phone | Number | No |
|
N | Main Contact Type | Text | No | To use the default of Accounts, leave this blank. Alternatively, enter one of the following:
* Delivery * Accounts * Sales * Purchasing |
O | Main Contact Mobile | Number | No |
|
P | Main Contact Email | Text | No |
|
Q | Main Contact Fax | Number | No | Maximum 50 characters. |
R | Address 2 Type | Text | No | To use the default of Delivery address, leave this blank. Alternatively, enter one of the following:
* Delivery * Accounts * Sales * Purchasing |
S | Address 2 Line 1 | Text | No |
|
T | Address 2 Line 2 | Text | No |
|
U | Address 2 Town | Text | No |
|
V | Address 2 County | Text | No |
|
W | Address 2 Post Code | Text | No |
|
X | Address 2 Country | Text | No | Country code. |
Y | VAT Number | Text | No |
|
Z | Ledger Account | Number | No | This is the same as a category in Start. To use the default category, leave this blank.
Customers default sales category is 4900. Suppliers default purchase category is 5000. |
AA | Payment terms | Number | No | Number of credit days the contact has. |
AB | Notes | Text | No |
|
AC | Bank Account Name | Text | No |
|
AD | Bank Account Sort Code | Number | No |
|
AE | Bank Account Number | Number | No |
|
AF | Bank Account IBAN | Number | No |
|
AG | Bank Account BIC | Number | No |
|
TIP: Save your Excel file type as comma separated value (CSV).
Step 2: Import the contacts file
- Go to Contacts, and then select New Customer or New Supplier.
Choose Import Customer or Import Supplier.
Select Choose File. Browse to your contacts CSV file and select Open.
In the CSV Format field, select the application you're importing from.
Select OK.