I would like to import excel into a file, can I do this? and if yes what are the instructions?
Hi Sunglo,
If you would like to import an excel file to Sage 50, you will need to follow certain format in order for Sage 50 to accept it.
Please follow the Knowledge Base link below for further instruction.
How to import data into Sage 50—Canadian Edition - KB10187
Hope this helps.
Hi Sunglo,
If you would like to import an excel file to Sage 50, you will need to follow certain format in order for Sage 50 to accept it.
Please follow the Knowledge Base link below for further instruction.
How to import data into Sage 50—Canadian Edition - KB10187
Hope this helps.
I have a question on this. It appears to me that the import is only for "records" such as customer, inventory, employees. What if I wanted to import "transactions" into sage that are in an excel file. For instance, I have a client who has downloaded mastercard transactions for the month. Is there some way to import these "transactions" into SAGE?
Many thanks!
Susan
Hi Susan Q,
You will need to create a .imp file and follow the format provided from the dev-import.pdf document after you download and install the SDK
You can download the SDK from the link below:
https://sagena.thruinc.net/ExDn.aspx?id=045BRXUVI6D
After installation, please go to C:\Program Files (x86)\Sage 50 Accounting SDK\Manuals and you will see the dev-import.pdf for the .imp file format.
For more information of how to import the .imp file after you create it, please follow the KB link written below:
How to import purchase invoices, purchase quotes, sales invoices and sales orders? - KB10376
Hope this helps
Bank transactions that have been downloaded in Sage 50 format are designed to import into the bank reconciliation module.
(rather than as new transactions as in a personal finance product such as Quicken).
Hi Susan,
For transactions import we do provide service. Or get their SDK and develop your own.
To know more about our product/service, you may visit our website(s).
Thanks,
www.businnovatech.com
www.swagsys.com
www.bithelp.ca
(905) 944-8900
LinkedIn ca.linkedin.com/.../businnovatech
YouTube www.youtube.com/.../BITTube3000
*Community Hub is the new name for Sage City