MGB said:

"1","23025","23025","07-13-2023","0",,"678.00","0.00"
"17","24.0000","28.2500","678.00","HST 13%","0","0","13.00","88.14"

These lines start with

Item Code, Qty, Unit Price, Line Total, Tax information

Tax information is split between several fields that make up your sales tax code calculation in Sage 50.

Tax Name, Tax Included, Tax Refundable, Tax Rate, Tax Amount.

You have included information that does not relate to the tax code you would have in your system.

In my system I have a tax code H calculated as 13%, not included (0), refundable (1).

eg.

HST, 0, 1, 13.00, 26.00     this assumes a $200 line total.

Your tax may be called HST 13% for your tax code H but mine is just HST.  This can all be found under Setup, Settings, Company, Sales Taxes.

Thank you for this!  It was the tax recoverable code that was kicking it out.

Any thoughts on the items matching?  17 is the code I have setup, but when I import it keeps asking me to confirm the code.....i don't understand why it won't match it.

Go to the customer ledger, Import/Export tab and put a checkmark in the

This customer uses my item numbers on orders box.

Save and them import.

Oh man.  Thanks so much.  You have saved me such a headache.

Do you by any chance have any experience importing data into a custom field in Sage 50? Or is this even possible?  I have a ticket # that is associated to each of my transactions, but I can't find a way to import this into Sage 50 - nor is there a column available in my invoice report....

Yes, I've done some custom importing over the years but I use tools outside of Sage 50 to do that stuff.

However, based on your import file, I think you may be able to accomplish what you want with the import.  You are currently using the invoice number as the order number as well as the invoice number.  You might be able ot use the Order Number field for the Ticket#.  It won't show up in searches but it will be on the data entry screen when you look up an invoice.

MGB said:

"1","23025","23025","07-13-2023","0",,"678.00","0.00"

becomes

"1","Ticket#","23025","07-13-2023","0",,"678.00","0.00"

Unfortunately, each line item w/ specific qty on the invoice would have a unique ticket #.  Currently we are manually typing the ticket after the item description, however its a painful process.

That kind of updating is possible but would require a custom program run from outside of Sage 50.  The import utility does not allow for description importing still.  After playing around with the imports in version 9 when they were added to the program, I asked for the descriptions to be added before version 10 came out.  We are currently at version 30 and still waiting.

What sort of external program options are there to make this happen?

There are several programs available that can be used to update the database, including one from Oracle themselves to work with the MySQL database.  These programs would be able to run manual update SQL code.  Using some fancy formulas in Excel with your third-party data, you might be able to create the SQL code that can do the updates and can be run from those programs.

I've written a couple of update programs for clients that run more automated.  A couple were done in Excel that pull in raw data, usually text files and manipulate it and validate the information.  Then the user creates the imp file and imports it to Sage 50.

About 10 years ago I wrote one in VB that installed as a regular program.  It pulled information from the Customer Additional Info fields, created the imp file, automatically triggered the import to the file, then after the import completed updated the description of each applicable invoice line with line specific information and corrected the imported Shipping Address Postal Code formatting.  I haven't checked the 2023 version but I think the automated triggering of the import routine was broken when I tested the 2022 version.

Depending on exactly what you need and your skills, you would create the solution you need with the most suitable program.  Some people use the SDK and either C# or VB and create utilities to update the database directly, some use VBA in Excel, some use end-user formulas in Excel to manipulate data into import formats and use the File, Import/Export method, etc.

My 3rd party software already has a data export function which transforms the data into a .IMP format, and can be configured however is required.  The issue I have is getting additional data over into Sage for invoicing purposes.  I don't even need the data to be tracked or stored in Sage, I just need a comments field or something on each line that can accept an importation of a simple text data field.

Without creating a custom application to do it, you will have to wait until Sage adds it to the program.  You can go to the Submit an Idea area of this community and upvote the idea I believe already exists in the list.  I haven't looked for it in years but it was there at one point (importing descriptions I believe was part of the text).  Click on Sage 50 Canada at the top of the page and then Submit an Idea at the right of that page.