Import customer or supplier contacts

Summary

How to import customer or supplier contacts into Sage Accounting when using Client Management.

Description

You can import multiple customer or supplier records instead of creating each contact record manually. Prepare a spreadsheet that matches the required format, then upload it as a file.

NOTE:

Follow these steps in Sage Accounting rather than Client Management.

Prepare the import file

Open your list of contacts in Microsoft Excel.
Make sure the column headings ▼match the required fields.
Save your Excel file as a comma separate value (CSV).

The maximum file size you can import is 0.5MB. If your file is larger, split the data and import it separately.

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

Resolution

Go to Contacts, and then select New Customer or New Supplier.
Choose Import Customer or Import Supplier.
Select Choose File and browse to the CSV file and select Open.
In the CSV Format field, select the application you're importing from.
Select Upload, then OK.

Solution Properties

Solution ID: 240228194230723
Last Modified Date: Fri Apr 19 13:07:23 UTC 2024
Views: 0