Exporting and importing customer records using CSV format with Sage 50 Accounting

Export the Customers List to a CSV file

1. Select File, Import/Export. then Export Records.
2. On the Exports Records Wizard, choose Export records to a Sage 50 import file format. 
3. Select Next, then choose Customers.
4. Enter a name for your export file.
5. Select Browse to enter the location to save your file.
    CAUTION: Take note of the export file name and location. You'll need this when you're ready to import.   
6. Select Next.
7. Select all or the specific customers to export.
8. Select Next when you're ready to export the records.
9. OK in the Export Record Summary window, then click Finish.

Modify the CSV file

1. Open Microsoft Excel.
2. Go to File then Open.
3. Select your CSV file you exported.
4. The first line of the CSV file must contain a Version Number, Country Code, and the word 'Customers'.
5. After modifying the Excel file, save it on your C: drive with Save as type of CSV (MS-DOS) (*.CSV).

Version

• 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 = 1
• USA = 2
• French = 3
• Australia = 5
• International = 7

For each customer you need the following

 NOTE: Don't include commas or quotes in any of these fields. This punctuation will parse the data

• Column A - Customer name 
• Column B - Contact name
• Column C - Street address
• Column D - Second street address
• Column E - City
• Column F - Province
• Column G - Country
• Column H - Zip code
• Column I - Phone number
• Column J - Second phone number
• Column K - Fax number
• Column L - E-mail address 
• Column M - Web site address

Follow the sample format below  

 NOTE: Row #2 is for titles and isn't a part of your import file.

Import the CSV file to the new company

1. Log in to your new company in single-user mode.
2. Select File, Import/Export, then Import Records.
3. The Import Records Wizard appears.
4. Select Sage 50 import format.
5. Click Next.
6. Select Back Up to create a backup for the company before importing.
7. After the backup is successful, click Next.
8. Click the Browse button next to the Customer box.
9. Select the CSV file that you want to import into Sage 50.
10. Click Next.
11. A log displays with the customers that added.
12. Click Finish.

Example of a .csv converted to .txt format

25201,1,Customers

"Ashburton Reinforcing","Steve Ashburton","12 Cultus Street","","Richmond","British Columbia","","V3M7Q3","(604) 555-8471","","(604) 555-9132","[email protected]","","CAD","Regular",

How to import .CSV data