Customer record data fields you can import

Summary

Which data fields you can import for Customer records in Sage 50 Accounts.

Description

You can use the Import option to import data into your accounts, either to create or update your customer records.

 TIP: There are reports in Sage 50 Accounts that you can use to export your existing data in the correct format for CSV files.

Resolution

Here you can check which data fields you can import and find out more about the format required for each field.

Customer Records

Field Type Size Left blank? Format Excel column Report to use
A/C Text 8 No This is a mandatory field. Up to 8 characters with no spaces. A Customer Record CSV
Name Text 60 Yes   B Customer Record CSV
Address Line 1 Text 60 Yes   C Customer Record CSV
Address Line 2 Text 60 Yes   D Customer Record CSV
Address Line 3 Text 60 Yes   E Customer Record CSV
Address Line 4 Text 60 Yes   F Customer Record CSV
Address Line 5 Text 60 Yes   G Customer Record CSV
Contact Name Text 30 Yes   H Customer Record CSV
Telephone Text 30 Yes   I Customer Record CSV
Fax Text 30 Yes   J Customer Record CSV
Analysis 1 Text 30 Yes   K Customer Record CSV
Analysis 2 Text 30 Yes   L Customer Record CSV
Analysis 3 Text 30 Yes   M Customer Record CSV
Department Integer 3 Yes - This assigns the default customer department. Enter a number between 0 - 999 with no decimal places. N Customer Record CSV
VAT Number Text 30 Yes   O Customer Record CSV
M.T.D. Decimal 11 Yes 8 digits + 2 decimal places. P Customer Record CSV
Y.T.D. Decimal 11 Yes 8 digits + 2 decimal places. Q Customer Record CSV
Prior Y.T.D. Decimal 11 Yes 8 digits + 2 decimal places. R Customer Record CSV
Credit Limit Decimal 11 Yes 8 digits + 2 decimal places. S Customer Record CSV
Trading Terms Text Text 30 Yes   T Customer Record CSV
Settlement Due Days Integer 3 Yes Enter be a number between 0 - 365 with no decimal places. U Customer Record CSV
Sett. Discount (%) Decimal 11 Yes Enter be a number between 0 - 99.99. V Customer Record CSV
Default Nominal Code Text 8 Yes - This assigns the default customer nominal code. The nominal code must already exist in your accounts data. W Customer Record CSV
Default Tax Code Integer 2 Yes - This assigns the default customer tax code. Enter a code between T0 and T99. X Customer Record CSV
Trade Contact Text 30 Yes   Y Customer Record CSV (Extended)
Telephone 2 Text 30 Yes   Z Customer Record CSV (Extended)
E-Mail Text 255 Yes   AA Customer Record CSV (Extended)
Website Text 255 Yes   AB Customer Record CSV (Extended)
Discount % Decimal 11 Yes Enter a number between 0 - 99.99. AC Customer Record CSV (Extended)
Payment Due Days Integer 3 Yes Enter a number between 0 - 365 with no decimal places. AD Customer Record CSV (Extended)
Terms Agreed check box Integer 1 Yes - Checkbox is blank. This must be 0 or 1. 0 = not selected, 1 = selected. AE Customer Record CSV (Extended)
EORI Number Text 14 Yes   BY Customer Record CSV (Extended)
Incoterms Integer 2 Yes Enter a number between 0 - 22 BZ Customer Record CSV (Extended)

You can specify different names for the Analysis 1, 2 and 3 fields.

To check or amend the names:

  1. Go to Settings then Configuration and select the Custom Fields tab.
  2. Check or amend the names, as required.

Next steps

For help with importing the records, follow our Import customer records when setting up your company article.

 

Solution Properties

Solution ID
250321114620507
Last Modified Date
Mon Apr 20 08:19:08 UTC 2026
Attributes
Product Details
Modules: Bank feeds
Modules: Contact Management
Modules: Customers
Modules: Financials
Modules: Inventory Optimization
Modules: Project accounting
Modules: Suppliers
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