Exporting and importing price lists using CSV format in Sage 50

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

There are three main steps in the process of transferring your price lists to a new Sage 50 file:

1. Export the Price list to a CSV file.
2. Modify the CSV file.
3. Import the CSV file into the new Sage 50 file.

Exporting the Price List to a CSV file:

1. From the main menu of Sage 50 Accounting: click on File, Import/Export, Export Records.
2. The Export Records Wizard box will come on.
3. Select Export Price lists.
4. Click Next.
5. Enter a file name for the export file.
6. Enter the location where you would like to store the file.
7. Click Next.
8. Select the items you want to export and click Next.
9. Select the price lists you want to export and click Next.

Modifying the CSV file (with Microsoft Excel):

1. Open up MS Excel.
2. Go to File then Open.
3. Go to the directory where you saved the exported file and open up the .TXT file and convert it to a 'Comma Delimited' format
4. The first line of the CSV file has to contain a Version Number, Country Code, and the word 'Price Lists':
   • 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

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 Price list you should have:
    • the Part Code in column A,
    • the Description in column B,
    • the Regular price list in column C,
    • the Preferred price list in column D,
    • the Web Price list in column E,
    • the Cost + 30% price list in column F,
    • the Employee price list in column G,
    • the Fall sale price list in column H, and
    • the Platinum price list in column I
      • Note: you may not have all these columns depending on how many price lists you are importing

Please follow the sample format below. Note: The row # 2 is for currency and is needed in 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 Update price lists.
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 Inventory box.
9. Select the CSV file that you want to import into Sage 50 Accounting.
10. Click on Next.
11. Sage 50 Accounting will show a log of all the Price lists that were updated, and the reason why some were not added (if there were any).
12. Click on Finish.

• The order of the items inside the import file does not matter.
• Do not add a new inventory item to the price list import file. It will have the message "Skipping item . Item not found" pop up.
• If there is a new inventory item on the price list import file and that item is not in the inventory list on the database, please add the inventory item first before importing the price list. See Exporting and importing inventory and services data using CSV format.