How to import .CSV record data

Create a CSV file to import your customers, vendors, employees, chart of accounts, and projects in Sage 50 Accounting.

 CAUTION: Make a backup of your company before importing your file. You'll need to restore a backup if the import isn't successful. 

Customer name records

• You can import the following fields when you import customers data using Microsoft Excel.
  • Name
  • Address and phone number
  • Default currency
  • Default price list
  • French names

Vendor name records

• You can import the following fields when you import vendor data using Microsoft Excel.
  • Name
  • Address
  • Phone number

Employee name records

• You can import the following fields when you import employee data using Microsoft Excel.
  • Name
  • Address
  • Phone number
  • Social Insurance Number (SIN)
  • Birth date

Inventory and Service name records

• You can import the following fields when you import inventory and service data using Microsoft Excel.
  • Name
  • Units
  • Price
  • Default inventory chart of accounts (asset, revenue, and cost of goods sold)
  • French name

Chart of Account names

• You can import the following fields when you import chart of account data using Microsoft Excel.
  • Name
  • Account type
  • Account class
  • Currency
  • French name

Project names

• You can import the following fields when you import project data using Microsoft Excel.
  • Name
  • Project Start date

Budgets

• You can import the following fields when you import account budgets using Microsoft Excel.
  • Account number
  • Account name
  • Budget period

Price Lists

• You can import the following fields when you import price lists using Microsoft Excel.
  • Inventory item number
  • Name
  • Price list information

Import Transactions

Importing miscellaneous transactions from a text file into Sage 50 to import General Journal entries.
Import transactions using a .IMP file format to import Purchase Invoices and Quotes, Sales Orders and Invoices, or Time Slips
Import timesheet data