Exporting the Account Records of an existing Sage 50 file to a CSV file

1. Go to File, Import/Export, then Export Records.
2. Select Next, then Accounts.
3. Name the file that you’ll export and select the location to where export to.
4. Select Next, then select the accounts that you want to include in the export.
5. Select Next.
   The Export records Summary window will show the export process.
6. Select OK, then Finish.

Modifying the txt file into CSV format

1. Open up Microsoft Excel.
2. Select File, then Open.
3. Browse to the directory of the CSV file you exported.
4. Select "All Files *.*" type or Text Files.
5. If your file is still in .TXT format, Microsoft Excel will prompt you with a Text Import Wizard.
6. Choose the option Delimited for the original data type and click Next.
7. For the delimiters, only put in a checkmark for Comma and click Next.
8. Modify the data format as desired, then click Finish.
9. The first line of the CSV file has to contain a Version Number, Country Code, and the word 'Accounts'.
   • The easiest way to find the version number, is to export something and the version number will be at the top
     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 2024 Version Number = 32101
   • Sage 50 2025 Version Number = 32101
10. 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
11. For each account you must have:
    • the account number in column A,
    • the account name in column B,
    • the account type in column C, and
    • the account class in column D
    • the home currency in column E
    • the GIFI code in column F
    • the account name in French in column G

Importing

1. Log in to Sage 50 in single-user mode.
2. Go to File, Import/Export, Import Records.
3. When the Import Records Wizard appears, select Sage 50 import format.
4. Select Next, then Back Up to create a backup for the company before importing.
5. After the backup is successful, click Next.
6. Select the Browse button next to the Accounts box.
7. Select the CSV file to import into Sage 50, then select Next.
   Sage 50 shows a log of all the accounts added.
8. Select Finish.

How to import .CSV data