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Format your customers and suppliers import file

Created on  | Last modified on 

Summary

How to format your customer or supplier file before you import it into Sage Accounting.

Description

When you get your file ready, use the table below to check your format is correct. The header row in your CSV file must use the same headings as shown in the Column Heading column.

TIP:

The maximum file size you can import is 0.5MB. If your file is larger, split it into more than one file.

  Column Heading Type Compulsory Notes
A Reference Text No Maximum 25 characters. Must be unique to this record.
B Company Name Text Yes Maximum 100 characters.
C Currency Text No

You only need this for contacts who use a different currency. If your business is in the UK, add a code for contacts outside the UK.

Go to Settings and select Enable foreign currency transactions for the UK.

Enter the three-letter code for the currency. For example, use EUR for euros or GBP for pound sterling.
D Credit Limit Number No Must be greater than 0.
E Main Address Type Text No Leave this blank to use the default of Delivery. Alternatively, enter one of the following:
• Delivery
• Accounts
• Sales
• Purchasing
F Main Address Line 1 Text No Maximum 50 characters.
G Main Address Line 2 Text No Maximum 50 characters.
H Main Address Town Text No Maximum 50 characters.
I Main Address County Text No Maximum 50 characters.
J Main Address Post Code Text No Maximum 10 characters.
K Main Address Country Text No

Maximum two characters. Use the two-letter code for the country. For example, GB for the UK or IE for Ireland.
L Main Contact Name Text No Maximum 50 characters. Leave this blank to use the default of Main Contact.
M Main Contact Phone Number No Maximum 50 characters.
O Main Contact Mobile Number No Maximum 50 characters.
P Main Contact Email Text No Maximum 50 characters. Must be a valid email address, for example, [email protected].
Q Main Contact Fax Number No Maximum 50 characters.
R Address 2 Type Text No Leave this blank to use the default of Delivery. Alternatively, enter one of the following:
• Delivery
• Accounts
• Sales
• Purchasing
S Address 2 Line 1 Text No Maximum 50 characters.
T Address 2 Line 2 Text No Maximum 50 characters.
U Address 2 Town Text No Maximum 50 characters.
V Address 2 County Text No Maximum 50 characters.
W Address 2 Post Code Text No Maximum 10 characters.
X Address 2 Country Text No

 Maximum two characters. Use the two-letter code for the country. For example, GB for the UK or IE for Ireland.
Y VAT Number Text No

Maximum 11 characters. Must follow a valid format, for example, 123-45-6789 or 12-1234567.
Z Ledger Account Number No For customers, enter the code for an existing sales ledger account. For suppliers, enter the code for an existing purchase ledger account.
Leave this blank to use the default category: 4900 for customers or 5000 for suppliers.
AA Payment terms Number No The number of credit days for this contact. Must be greater than 0 and no more than 365. Leave this blank to use the default payment terms.
AB Notes Text No Maximum 4,000 characters.
AC Bank Account Name Text No Maximum 50 characters.
AD Bank Account Sort Code Number No Must be a valid sort code, for example, 11-22-33.
AE Bank Account Number Number No Maximum 25 characters.
AF Bank Account IBAN Number No Must be a valid IBAN.
AG Bank Account BIC Number No Maximum 11 characters. Must be a valid BIC.
AH Statement Run Text No

Leave this blank to use the default method selected in your Statement settings.
To send by post, enter Post. To send by email, enter Email.

NOTE:

This applies to customers only. You can only set a statement run to email if you enter a contact email in column P for the customer's row.

 
AI Active Text No

 Leave this blank to mark the customer as Active. Enter No to mark the customer as Inactive.