Exporting and importing projects data using CSV format

There are three main steps in the process of transferring your projects list to a new Sage 50 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
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 you 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:
   • 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 project you must have:
     • the project name in column A
     • the project start date in column B
   • Follow the sample format below.
     NOTE:

     The row # 2 is only for titles and it isn’t part of the import file

     
     

Importing

1. Log in 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 the Browse button beside the Projects box.
9. Select the CSV file that you want to import into Sage 50.
10. Click Next.
11. Sage 50 will show a log of all the projects added and the reason why some weren't added (if there were any).
12. Click Finish.

How to import .CSV data