Exporting and importing Projects data using CSV format with Sage 50-Canadian Edition
|Sage 50—Canadian Edition|
- 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?
There are three main steps in the process of transferring your projects list to a new Sage 50-Canadian Edition file:
- Export the list of projects to a csv file
- Modify the csv file
- 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:
- From the main menu of Sage 50 Accounting click on Reports, Lists, Projects.
- The Projects List Options box will come on.
- Press ” Select All”,
- Click OK
- It will then generate the Projects List Report.
- Go to the File menu on the Report
- Click EXPORT
- The ” Export Selection” box will pop up.
- Make sure you save it in the C: drive and the ” Save as” type box should be Comma Separated (*.CSV).
- Click on SAVE.
Modifying the CSV file (with Microsoft Excel):
- Open up MS Excel.
- Go to File then Open
- Go to the C: drive to select the CSV file that was exported from the old Sage 50 Accounting file
- The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Customers’:
- 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.
- In Sage 50 Accounting, click the FILE menu.
- Click on Import/Export.
- Click on Import Records.
- The Import Records Wizard appears.
- Select Sage 50 import format.
- Click Next.
- Click Back Up to create a backup for the company before importing.
- After the backup is successful, click NEXT.
- Click on the BROWSE button besides the Projects box.
- Select the CSV file that you want to import into Sage 50 Accounting.
- Click on NEXT.
- 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).
- 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.
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