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Changes to Master Vendor via Excel

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Posted By PDCrawford 5 months ago

Can you change vendor master files (ie: Inactive) via Excel and import back to Sage (Easier and faster) if so how?

I know I did this years ago but with all the version upgrades it must look totally different.

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Mike Orgler 5 months ago +1

Keeping up to date all contacts and addresses is particularly a challenge in all Sage products, Sage Estimating, Bid Matrix, CRE 300 and CM especially if they are all supposed to be (eventually) working…

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0 Jesse Gordon 5 months ago

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Hi PDCRAWFORD,

We don't have a way to do this using an import. You can put in a request to add this feature by going to Help, Suggestion box:

In the meantime, the easiest way to do this is to add the Active column to the company list and just uncheck the companies that are not active:

Thanks!
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0 PDCrawford 5 months ago in reply to Jesse Gordon

Is this using Intaact ?? We do not have that at this time.
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0 Andy Messmer 5 months ago in reply to PDCrawford

this screenshot is from Sage Construction Management.
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0 Andy Messmer 5 months ago in reply to PDCrawford

this screenshot is from Sage Construction Management.
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Changes to Master Vendor via Excel

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