Hi,

I don't know of anywhere that a template is available, what I usually do is set up an invoice *like* the ones I want to import, then email it to get the .IMP output file. I then open a copy of the formatted .IMP file in Excel as a CSV.

There is at least one commercial import utility available that I know of. There may be at least two if I ever finish the one I'm working on.

There's an SDK if you're good with c# code and plan to do this more than once.

If you need to do something more complex than the .IMP format allows for, such as fields that aren't available in the import utility, I've had good success using AutoHotKey to key data from a formatted excel-generated text file. (It's a kind of robot key-board and mouse utility)

I hope that helps, please post back!

Hi Randy,

I've been working with Sage ERP for many years and now I'm back to working at the Sage 50 level. In Sage ERP, it is super easy to export any transaction batch and get the formatting to copy and create a custom import.

I've been trying several work arounds trying to get the same from Sage 50. I just came across your comment here about creating a sales invoice, emailing, and getting an .IMP formatted file from the email. When I try this, I'm only getting a pdf attachment. Would you expand on how to get the emailed invoice to arrive in the correct format?

Thanks a million!
Gwen

Hi Randy,

I've been working with Sage ERP for many years and now I'm back to working at the Sage 50 level. In Sage ERP, it is super easy to export any transaction batch and get the formatting to copy and create a custom import.

I've been trying several work arounds trying to get the same from Sage 50. I just came across your comment here about creating a sales invoice, emailing, and getting an .IMP formatted file from the email. When I try this, I'm only getting a pdf attachment. Would you expand on how to get the emailed invoice to arrive in the correct format?

Thanks a million!
Gwen

Hi Gwen,

The .IMP formatted file is generated for some types of document, as long as the customer or vendor is set up in the Import / Export tab for the customer record as:
[ x ] This customer (or Vendor) uses Sage 50 and can import invoices and estimates
[ x ] This customer (or Vendor) uses my item numbers on orders

If emailing to a Customer:
Sales Quote will have an attachment 'PURQUOTE_xxxxx.IMP' and a PDF
Sales Order Quote will have a PDF attachment.
Sales Invoice will have an attachment 'PURINVCE_xxxxx.IMP' and a PDF

If emailing to a vendor:
Estimate will send an email 'Your quote has been received' with no attachments
Purchase Order will have an attachment 'SALORDER_xxxxx.IMP' and a PDF
Purchase Invoice will send an email 'your invoice has been received' with no attachments

There will be some formatting differences as far as number of fields, but the formats are more or less the same, exc. that line 4 will have a bracketed tag for the document type.

I hope that helps, please post back!

Randy Wester

Hi Randy,

That's it! I was missing the import/export setting in the customer record! Thank you SO much!

Gwen :)