Exporting and importing projects data using CSV format

How to export and import projects data using CSV format with Sage 50 Canadian Edition.

There are three main steps in the process of transferring your projects list to a new Sage 50-Canadian Edition file:

1. Export the list of projects to a csv file.
2. Modify the csv file.
3. Import the csv file into the new Sage 50-Canadian Edition file.

Exporting the Projects List to a CSV file:

1. Go to File, then Import/Export.
2. Select Export Records.
3. When the Export Records Wizard appears, select Export to a Sage 50 import file format.
4. Select Next.
5. Select Projects.
   • Before clicking Next, take note of the export file name and the location, so you will be able to locate the export file after it is created
6. You can now select all or some of your projects to export.
7. Select Next.
8. Select Finish.

Modifying the CSV file (with Microsoft Excel):

1. Open MS Excel.
2. Go to File then Open.
3. Go to the C: drive to select the CSV file that was exported from the old Sage 50 file.
4. The first line of the CSV file has to contain a Version Number, Country Code, and the word 'Customers':
   • Version:
   • Simply Accounting version 2005 Version Number = 12001
   • Simply Accounting version 2006 Version Number = 13001
   • Simply Accounting version 2007 Version Number = 14001
   • Simply Accounting version 2008 Version Number = 15001
   • Simply Accounting version 2009 Version Number = 16001
   • Simply Accounting version 2010 Version Number = 17001
   • Simply Accounting version 2011 Version Number = 18001
   • Simply Accounting version 2012 Version Number = 19001
   • Sage 50 2013 Version Number = 20101
   • Sage 50 2014 Version Number = 21001
   • Sage 50 2015 Version Number = 22001
   • Sage 50 2016 Version Number = 23001
   • Sage 50 2017 Version Number = 24001
   • Sage 50 2018 Version Number = 25001
   • Sage 50 2019 Version Number = 26001
   • 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
   • 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 project you should have:
     • the project name in column A
     • the project start date in column B
   • Please follow the sample format below. Note: The row # 2 is only for titles and it is not part of the import file.
     

 

Importing:

1. Login to Sage 50 in single-user mode.
2. Go to File, Import/Export, Import Records.
3. The Import Records Wizard appears.
4. Select Sage 50 import format.
5. Click Next.
6. Click Back Up to create a backup for the company before importing.
7. After the backup is successful, click Next.
8. Click on the Browse button beside the Projects box.
9. Select the CSV file that you want to import into Sage 50.
10. Click on Next.
11. Sage 50 will show a log of all the projects that were added and the reason why some were not added (if there were any).
12. Click on Finish.

How to import .CSV data