Hi Gordon Storga, 

Thanks for reaching out. Noticed that the link you shared is for a different product for small business called Sage Accounting, the steps wouldn't apply to Sage 100. 

I was able to find your account ending 400xxxxx79 and see your Customer Portal / Sage Knowledgebase login of [email protected]

Most article help content for Sage 100 is gated so you'll need to login to the Sage Knowledgebase site in the top right corner in order to successfully search.

On the topic of importing / exporting data, you may want to review this article which points to the Getting Started Guide. In it you'll also find the mention that" if the Visual Integrator module is owned, some data can be imported into specific tables from source files - such as comma-separated variable (CSV) format - via user-created Visual Integrator jobs. Assistance from a qualified channel partner or consultant may be necessary, as Sage 100 Customer Support does not assist with creating import jobs. For more information," see this article.

Hope this helps!

Warm Regards, 
Erzsi

Hi Gordon Storga, 

Thanks for reaching out. Noticed that the link you shared is for a different product for small business called Sage Accounting, the steps wouldn't apply to Sage 100. 

I was able to find your account ending 400xxxxx79 and see your Customer Portal / Sage Knowledgebase login of [email protected]

Most article help content for Sage 100 is gated so you'll need to login to the Sage Knowledgebase site in the top right corner in order to successfully search.

On the topic of importing / exporting data, you may want to review this article which points to the Getting Started Guide. In it you'll also find the mention that" if the Visual Integrator module is owned, some data can be imported into specific tables from source files - such as comma-separated variable (CSV) format - via user-created Visual Integrator jobs. Assistance from a qualified channel partner or consultant may be necessary, as Sage 100 Customer Support does not assist with creating import jobs. For more information," see this article.

Hope this helps!

Warm Regards, 
Erzsi

A very COMMON problem.  Due to Sage's marketing strategy, EVERYONE thinks they run "SAGE" only to find out while looking for information that they actually have Sage 50 or Sage 100 or Sage 100 Contractor or Sage 300 or Sage 500 or some other version of SAGE.  It is way too confusing!!  BTW, why isn't there a SAGE Intacct????  It is just Intacct!!!  And let's not even go down the "Cloud" road.