Exporting the Inventory & Services to a CSV file

• Select File, then Import / Export, Export Records.
• The Export Records Wizard will come on.
• Select Export records to a Sage 50 import file format, then select Next.
• Select Inventory & Services, choose a File name and a location to store your exported file and click Next.
• Select the items to export, then select Next.
• Select OK to close out of the Export Records Summary.
• Open Microsoft Excel.
• Select File, then Open.
• Browse to the location of your exported file and choose to Open it.
• Ensure to change the file type to All Files since the exported file is a .TXT file.
• Make sure to choose Delimited when prompted and click Next.
• For the Delimiters choose only Comma and click Next and then Finish.

Modifying the CSV file (with Microsoft Excel) 

 NOTE: The first line of the CSV file must contain a Version Number, Country Code, and the word Inventory.

• Sage 50 2020 Version Number = 27001
• Sage 50 2021 Version Number = 28001
• Sage 50 2022 Version Number = 29001
• Sage 50 2023 Version Number = 30001
• Sage 50 2024 Version Number = 31101
• Sage 50 2025 Version Number = 32101
• Sage 50 2026 Version Number = 33002

Country Code based on the status of your version of Sage 50 data file:

• Canada Country Code = 1
• USA Country Code = 2
• French Country Code = 3
• Australia Country Code = 5
• International Country Code = 7

For each inventory or service item, you need the following

• item ID in column A,
• item name in column B,
• 'Inventory' or 'Service' in column C,
• unit in column D,
• regular selling price in column E,
• preferred selling price in column F,
• linked asset account in column G,
• linked revenue account in column H, and
• linked expense account in column I
• linked variance account in column J
• item name (French) in column K
• unit (French) in column L

Follow the sample format below.
 NOTE: The row #2 is for titles and isn't a part of the import file.

Importing the CSV file into the new Sage 50 file

1. Log in to Sage 50 in single-user mode.
2. Ensure you’ve turned on the Inventory and Services module.
3. Go to File, Import / Export, Import Records.
4. The Import Records Wizard appears.
5. Select Sage 50 import format.
6. Select Next.
7. Select Back Up to create a backup for the company before importing.
8. After the backup is successful, click Next.
9. Select the Browse button besides the Inventory box.
10. Select the CSV file that you want to import into Sage 50.
11. Select Next.
12. Sage 50 will show a log of all the Inventory & Services added, and items it couldn’t add.
13. Select Finish.

How to import .CSV data