tonybooth

Need help importing customer info from a .csv file into Sage Line 50 v12. Has anybody got an example of the .csv layout? I will be leaving the address field blank as it is for retail internet sales.

Will then be attemting to import sales data!!!!!

Cheers,

TONY

Scooby Dooby Blue

Tony

When i've been importing sage data, i've found the simplest way is to follow the new company set-up wizard to replicate (roughly) the company details of the import file.

Once this is done, the maintenance screen allows you to import the .csv (although a complete backup.dat would be ideal)

Should be as simple as that.


Paul

tonybooth

Paul

Company is all set up, but I need an example of what the .csv layout would be for entering certain customer data fields

Cheers
TONY

Scooby Dooby Blue

Can't help tonight i'm afraid.
I'll run a csv extraction from an account tomorrow and take a look at the sales record structure.

Drop me your e-mail address if you like:

paul(at)diskdepot.co.uk

tonybooth

I thought of doing a .csv export but it only seems to export certain field (i.e. name/balance) and puts it in a .xls format.

Cheers

TONY

Da Booga

When you first bring up the file import window (where you choose what type of data you want to import) there is a button called "Import File Details". If you press this button then select the customer/supplier option it shows a table of what sage expects in each column.

The first row is the 1st column in excel (if you're using Excel to generate the csv file), the second row is the 2nd column etc. Any columns where you don't want to import any info you can leave blank. Just remember not to use any commas in any of the cells as it throws the import out.

HTH,

Gareth

Da Booga

Just realised you don't actually say you have sage with you at the minute, so i've copied the sage help page into a word document & uploaded to my webspace

http://www.swangarden.co.uk/csv.doc

Hope this helps.

David_Wallis

Fooking useless *****! :d