Summary
Resolution
- imported transactions using the .imp format can only be imported into the company file in the Sage 50 Home Currency (see Is it possible to import sales invoices in a foreign currency using the .imp format?
- You cannot import payroll, but you can import timeslips
- You can import general journal entries by referring to Importing miscellaneous transactions from a text file into Sage 50-Canadian Edition
- You can import Timesheets by referring to Timesheet import template
File Layout:
- The import file consists of two parts: the header information and one or more transactions. Each part is enclosed in a pair of tags <>
Header Information:
- The header section is enclosed between two tags: and consists of the version number of the import file version, and the country code.
- For the version, please enter 12001 (version 2005).
- 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 example:
"12001", "1"
"
Transactions:
- The supported transaction types are as follows:
- Purchase invoice
- Sales Invoice
- Sales Order
- Purchase Quote
- Adding a Vendor
- Adding a Customer
- Each transaction is wrapped in a pair of case-insensitive tags. The detail lines within the tags are comma-separated, and strings must be in ""
- For all transactions other than adding customers and vendors, the first line contains the vendor's or customer's information. The second line contains transaction options followed by a list of one or more detail lines.
- All lines beginning with
Adding Customers or Vendors:
- To add customers and vendors, use the and transaction types.
- This consists of one or more customer/vendor lines.
Field
Format
Comments
Name Max 52 Chars Compulsory OneTimeFlag 1 = one-time Customer or vendor, 0= Existing customer or vendor Optional Contact Name Max 30 chars Optional Street 1 Max 50 chars Optional Street 2 Max 50 chars Optional City Max 35 chars Optional Province/State Max 20 chars Optional Country Max 9 chars - unformatted Optional Phone 1 Max 30 chars Optional Phone 2 Max 25 chars - unformatted Optional Fax Max 25 chars - unformatted Optional Max 50 chars Optional
- For example:
"Customer A", "0", "Contact", "A Street", "More Street Info", "A City", "A Prov", "V3M7Q3", "A Country", "6045558471", "", "6045559132", "[email protected]"
Adding Purchase Invoices and Purchase Quotes
- To add a purchase invoice, use the transaction type.
- To add a purchase quote, use the transaction type.
- Within the tags, there is one vendor line, one transaction option line, and one or more detail lines.
- Purchase Invoice/Quote Transaction Options:
Field
Format
Comments
No. of Details
Must be >= 0
Compulsory
Order/Quote No.
Max 20 chars
Compulsory for Quote
Invoice No.
Max 20 chars
Invoice only
Entry Date
mm-dd-yyyy
Compulsory
Ship Date
mm-dd-yyyy
Quote only
Total Amount
2 decimals
Discount Rate
0.0 - 99.99 (2 dec.)
Discount Days
0 - 999
Net Days
0 - 99
Freight Amount
2 decimals
Compulsory
Tax Information
See Tax Information table
- Purchase Invoice/Quote Transaction Options:
-
- Purchase Invoice/Quote Detail Lines:
Field
Format
Comments
Item Number Max 52 chars Compulsory Quantity 4 decimals Price 4 decimals Amount 2 decimals Tax Information See TaxInformation table
- Purchase Invoice/Quote Detail Lines:
Sales Invoices
- To add a sales invoice, use the transaction type.
- This consists of one customer line, one transaction option line, and one or more detail lines
- Sales Invoice Transaction Options:
Field
Format
Comments
No. of Details Must be >= 0 Compulsory Order No. Max 20 chars Invoice No. Max 20 chars If blank, the next invoice number will be used Entry Date mm-dd-yyyy Compulsory Paid by Type 0 - 3 0 - Pay later ; 1 - Cash ; 2 - Cheque 3 - Credit Card Paid by Source Max 20 chars Blank - pay later and cash Cheque number or Credit Card Name Total Amount 2 decimals Freight Amount 2 decimals Compulsory Tax Information See TaxInformation table
- Sales Invoice Transaction Options:
-
- Sales Invoice Detail Lines:
Field
Format
Comments
Item Number Max 52 chars Compulsory Quantity 4 decimals Price 4 decimals Amount 2 decimals Tax Information See tax information table
- Sales Invoice Detail Lines:
Sales Orders
- To add a sales order, use the transaction type.
- This consists of one customer line, one transaction option line, and one or more detail lines.
- Sales Order Transaction Options:
Field
Format
Comments
No. of Details Must be >= 0 Compulsory Order No. Max 20 chars Compulsory Entry Date mm-dd-yyyy Compulsory Ship Date mm-dd-yyyy Compulsory Total Amount 2 decimals Freight Amount 2 decimals Compulsory Tax Information See TaxInformation table
- Sales Order Transaction Options:
-
- Sales Order Detail Lines:
Field
Format
Comments
Item Number Max 52 chars Compulsory Quantity 4 decimals Price 4 decimals Amount 2 decimals Tax Information See TaxInformation table
- Sales Order Detail Lines:
Tax Information
-
- For each tax authority in the tax code:
Field
Format
Comments
Tax Name Max 20 chars Compulsory Tax Included 1 = Yes, 0 = No Compulsory Tax Refundable 1 = Yes, 0 = No Compulsory Tax Rate 3 decimals Compulsory Tax Amount 2 decimals Compulsory
- For each tax authority in the tax code:
Timeslips
- To add a timeslip, use the transaction type.
- This consists of one employee line, one transaction option line and one or more detail lines.
- Employee Line:
Field
Format
Comments
Employee Name Max 52 chars Compulsory
- Employee Line:
-
- Time Slip Transaction Options:
Field
Format
Comments
No. of Details Must be >= 0 Compulsory Time Slip No. Max 20 chars If blank, the next time slip number will be used Entry Date mm-dd-yyyy compulsory
- Time Slip Transaction Options:
-
- Time Slip Detail Lines:
Field
Format
Comments
Customer Name Max 52 chars Compulsory Item Number Max 52 chars Compulsory Time hh:mm:ss Compulsory
- Time Slip Detail Lines:
Sample Import File:
<Version>
"12001", "1"
</Version><customers>
"name", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "[email protected]"
"name2", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "[email protected]"
</customers><vendors>
"name", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "[email protected]"
"name2", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "[email protected]"
</vendors><PurQuote>
<! This is the vendor line "name"
"UNIVERSAL CONSTRUCTION"
<! This is an option line
<! "no. of details", "quote no.", "entry date", "ship date", "total amount", "disount rate",
<! "discount days", "net days", "freight amt", "tax information"
"1","203","3-15-2000", ,"69.98","2.00","30","60","10.00","GST","0","1","7.00","0.70"
<! This is a detail line
<! "item no.", "quantity", "price", "amt", "tax information"
"C1020","20.0000","2.6000","52.00","GST","0","1","7.00","3.64","PST Charged","0","0","7.00","3.64"
</PurQuote><SalInvoice>
"UNIVERSAL CONSTRUCTION", , ,"102-3701 East Hastings St.", ,"Vancouver","British Columbia","V5C2H6", , , , ,
"2", ,"","3-15-2001", "3", "VISA", "67.84","0.00"
"C1020","2.0000","4.7500","9.50","GST","0","1","7.00","0.67","PST","0","0","7.00","0.67"
"H1020","2.0000","25.0000","50.00","GST","0","1","7.00","3.50","PST","0","0","7.00","3.50"
</SalInvoice><Timeslip>
“Sianos, Janice”
“2”,”1242”,”3-15-2001”
“Customer5”,”C1020”,”02:00:00”
“Customer6”,”C1020”,”02:00:00”
</Timeslip>
To import the .IMP file into Sage 50, use one of the following methods:
Method 1: Import transactions from within Sage 50
- Click on File, Import / Export, Import Transactions.
- Choose Import purchase invoices, purchase quotes, sales invoices, sales orders or time slips.
- Click on Next, create a Backup and click on Next one more time.
- Browse to the location of your .IMP file and click on Open.
- If your file is with a .CSV extension, you will need to rename the file with a .IMP file extension.
Method 2: Import transactions using an executable
- Navigate to the location where Sage 50 is installed (The default location is C:\Program Files (x86)\Sage 50 Edition) and invoke Sage_SA_import.exe
- Sage_SA_import.exe is an application that is installed with Sage 50 and handles the actual import into the data files.
- Browse to the location of your Sage 50 database file and click on Open.
- Click on OK to select your .IMP import file and click on Open.
- If at least one of these filenames is missing, a dialog will show up to prompt for the appropriate information
- The syntax is as follows:
- sage_sa_import.exe xxx.imp xxx.sai
- where the first parameter is the import filename and path, and the second is the Sage 50 company .SAI file. No quotation marks are necessary.
Importing miscellaneous transactions from a text file into Sage 50-Canadian Edition
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