Good day,

To import Inventory items, customers and suppliers' accounts, go to File | export / Import. To import Journals, go to Process | Journals, select the journal that you are importing into and click on Batch | Import.

Please refer to the articles below for the file layouts, csv file formats and instructions to assist you further:

Inventory Items: https://za-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200123112831618&page=1&position=3&q=import%20inventory%20items 

Suppliers and Customers: https://za-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200205205000406&page=1&position=8&q=import 

Cashbooks and journals: https://za-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200128133002918&page=2&position=9&q=import

When importing inventory items, there are some columns that need to be formatted on the import file before importing it to Pastel. Please format the following columns to have three characters:

 Column AJ (Store Code) needs to be Characters, e.g., JHB or DBN.

Column AB (Group Code) needs to be Numeric, e.g., 001 or 002.

 For this example, we will use the Inventory Store column.

 Open the files in Excel, find the respective column (AJ - Inventory Store in this case), right click on the column, and select Format Cells.

 In the Format screen, select Custom, and under Type, insert three zeroes (000).

 Save the changes before trying to import into Pastel

I hope the above helps in resolving your query.

Please verify or reply and let us know if the solution provided helped in resolving your query.

Regards,

Thanks for your response.