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Dominic Johnson

Importing sales orders / invoices?

SOLVED
Posted By

Hi All

    I have just discovered our new B2C website has gone live, well, technically I discovered it existed and is now live, the things people don't think Finance need to know about.....

Anyway, its happily chugging away in the background churning out orders, which we are presently printing, and then typing back in to Sage.

I figure there must be some way to create a CSV file and upload the web orders in batches, rather than manually type them all in?

I've had a look and found a list of things I can import, but orders and invoices isn't amongst them?

Am I stuck or is there a way?

  • 0
    SUGGESTED

    Have a look at Adept tools - they have an importer

  • +1
    verified answer

    Should have been part of the design process but webbies cant be bother with the boring stuff!

    There are tools available from a number of sources see the Marketplace. Has your B2C site been built on a proper platform (Magento, Shopify, Woo etc) or (shudder) was the website hand built by the director's techie nephew?

    If the former Connect Your Systems in the Cloud - Besyncly

    Note csv file import is out of date it is managed by APIs

    If you do need to import csv files go to Sage 50 & 50cloud Add-Ons & Data Repairs - Adept Tools

  • 0 in reply to Ken Fillmore 2

    The payment side of things is OPAYO if that helps?
    I'm not sure I want to trust anyone with API type access, if *I* get a CSV file, I can check it and make a decision, that seems a much safer route to go down than giving an IT bod I'm yet to meet free reign to post in to my accounts....

    But I'm getting the impression that I may not have that choice?

  • 0 in reply to Dominic Johnson

    Adept Tools have a very good csv importer. If that's the way you want to go its fine. However, I would say that once you have tested the system, you will just automate the import process. Life is too short to be reading csv files every day!

    You do not really have any decisions to make. If the website allows the creation of an order at the wrong price or messes up the VAT, then it needs to be fixed, but the job of the middleware is to replicate the order on the website in Sage. Using the besyncly or similar tools allows for real time integration and in my experience there are actually less things to go wrong. The csv importer requires someone to write a report that produces correctly formatted csv files. You would be surprised at the number of times you can suddenly find a circumstance occurs in real life that is not covered by the report writer.

*Community Hub is the new name for Sage City