Sage 100 Standard and Customer Import

Question

We bought Sage 100 STANDARD and need to import Customer data so that we can create jobs and record time. There is no obvious way to import a CSV of Customer data. The online help says to GO TO CONTACTS. There is no CONTACTS option. 
 Specifically I went to this page and none of it makes any sense. Sage 100 Standard does not have these options anywhere I can find. 
 help.accounting.sage.com/.../extra-create-contacts.html 
 Any help would be appreciated. We have hundreds of customers to import and do not want to do this by hand. 
 Thanks!

Erzsi_I · Answer

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 Ix@xxx.xet 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

Sage 100

Sage 100 Standard and Customer Import

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING