Summary
Resolution
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: <version> and </version> 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:
<Version>
"12001", "1"
</Version>"
Transactions:
- The supported transaction types are as follows:
- Purchase Invoice
- Sales Invoice
- Sales Order
- Purchase Quote
- Adding a Vendor
- Adding a Customer
- Time Slips
- 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 <! are comment lines and these lines are ignored.
Adding Customers or Vendors:
- To add customers and vendors, use the <customers> and <vendors> transaction types.
- This consists of one or more customer/vendor lines.
For example:
<customers>
"Customer A", "0", "Contact", "A Street", "More Street Info", "A City", "A Prov", "V3M7Q3", "A Country", "6045558471", "", "6045559132", "an@emailaddress.com"
</customers>
Adding Purchase Invoices and Purchase Quotes
- To add a purchase invoice, use the <purinvoice> transaction type.
- To add a purchase quote, use the <purquote> 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:
Purchase Invoice/Quote Detail Lines:
Sales Invoices
- To add a sales invoice, use the <salinvoice> transaction type.
- This consists of one customer line, one transaction option line, and one or more detail lines.
Sales Invoice Transaction Options:
Sales Invoice Detail Lines:
Sales Orders
- To add a sales order, use the <salorder> transaction type.
- This consists of one customer line, one transaction option line, and one or more detail lines.
Sales Order Transaction Options:
Sales Order Detail Lines:
Tax Information:
For each tax authority in the tax code:
Timeslips:
- To add a timeslip, use the <Timeslip> transaction type
- This consists of one employee line, one transaction option line and one or more detail lines
Employee Line:
Time Slip Transaction Options:
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@emailaddress.com"
"name2", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "email@emailaddress.com"
</customers><vendors>
"name", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "an@emailaddress.com"
"name2", "0", "Contact", "street", "street2", "city", "prov", "postal", "country", "phone", "phone2", "fax", "an@emailaddress.com"
</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>