Exporting and importing Projects data using CSV format with Sage 50-Canadian Edition

Exporting and importing Projects data using CSV format with Sage 50-Canadian Edition

Heenry Asked on December 10, 2017 in Sage.
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    Products
    Sage 50—Canadian Edition
    Description
    • How do I export my Sage 50-Canadian Edition vendors data from company A then import it into company B?
    • How do I import non-Sage 50-Canadian Edition vendors data into a Sage 50-Canadian Edition company file?
    Resolution

    There are three main steps in the process of transferring your projects list to a new Sage 50-Canadian Edition file:

    1. Export the list of projects to a csv file
    2. Modify the csv file
    3. Import the csv file into the new Sage 50-Canadian Edition file

    We have included more detailed instructions:

    Exporting the Projects List to a CSV file:

    1. From the main menu of Sage 50 Accounting click on ReportsListsProjects.
    2. The Projects List Options box will come on.
    3. Press ” Select All”,
    4. Click OK
    5. It will then generate the Projects List Report.
    6. Go to the File menu on the Report
    7. Click EXPORT
    8. The ” Export Selection” box will pop up.
    9. Make sure you save it in the C: drive and the ” Save as” type box should be Comma Separated (*.CSV).
    10. Click on SAVE.

    Modifying the CSV file (with Microsoft Excel):

    1. Open up MS Excel.
    2. Go to File then Open
    3. Go to the C: drive to select the CSV file that was exported from the old Sage 50 Accounting file
    4. The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Customers’:
      • 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
      • 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 project you should have:
        • the project name in column A
        • the project start date in column B
      • Please follow the sample format below. Note: The row # 2 is only for titles and it is not part of the import file.

    Importing:

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

    Source: Sage Community forums.

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

    See More: Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Sage issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If you are experiencing too many issues, you may want to more info Call Sage Tech Support Phone Number

    Support Team Answered on December 10, 2017.
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