Exporting and importing account data using CSV format

Exporting and importing account data using CSV format

Support Team Asked on January 6, 2018 in Sage.
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    Step I: Exporting the Account Records of an existing Sage 50 file to a CSV file

    1. Select File, Import/Export, then Export Records.
    2. Select Next.
    3. Select Accounts.
    4. Name the file that you will export and select the location to where it will export.
    5. Select Next.
    6. Select the accounts that you want to include in the export.
    7. Select Next.
    8. The Export records Summary window will show the export process.
    9. Select OK, then Finish.

    Step II: Modifying the txt file into csv format

    1. Open up Microsoft Excel.
    2. Select File, then Open.
    3. Browse to the directory of the CSV file that was previously exported.
    4. If your file is still in .TXT format you will be prompted for a Text Import Wizard in Microsoft Excel
    5. Choose the option Delimited for the original data type and click on Next.
    6. For the delimiters, only put in a checkmark for Comma and click on Next.
    7. Make any necessary modifications you want to the data format and click on Finish
    8. The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Accounts’:
      • 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 version 2013 Version Number = 20101
        • Sage 50 version 2014 Version Number = 21001
        • Sage 50 version 2015 Version Number = 22001
        • Sage 50 version 2016 Version Number = 23001
        • Sage 50 version 2017 Version Number = 24001
    9. 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 account you should have:
        • the account number in column A,
        • the account name in column B,
        • the account type in column C, and
        • the account class in column D
        • the home currency in column E
        • the GIFI code in column F
        • the account name in French in column G

    Note: Below is a sample of the format

    Step III: Importing

    1. In Sage 50 Accounting, click the File menu.
    2. Select Import/Export.
    3. Select Import Records.
    4. The Import Records Wizard appears.
    5. Select Sage 50 import format.
    6. Select Next.
    7. Select Back Up to create a backup for the company before importing.
    8. After the backup is successful, click Next.
    9. Select the Browse button besides the Accounts box.
    10. Select the CSV file that you want to import into Sage 50 Accounting.
    11. Select Next.
    12. Sage 50 Accounting will show a log of all the accounts that were added, and the reason why some vendors were not added (if there were any).
    13. Select Finish.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

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    Support Team Answered on January 6, 2018.
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