The Import option - Sage 50 Accounts 2010 and above and Sage Instant Accounts v16
Summary
In Sage 50 Accounts 2010 and above and Instant Accounts v16 you can use the Data Import Wizard to import data from Comma Separated (CSV) files and Microsoft Excel spreadsheets (.xls and .xlsx). To simplify the process further the software also includes a number of specially designed import templates.
This article explains how to use the new Data Import Wizard.
Note: If you are using Sage 50 Accounts 2009 or below, Sage Line 50 or Sage Instant Accounts v14 or v15, for more information about importing data, please refer to Ask Sage article
11219
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You can use the Data Import Wizard to import data into Sage Accounts for a number of reasons including:
To add data to Sage Accounts from other software.
To add information to records in bulk without having to edit each individual record.
Before you use the Data Import Wizard, you must check that the information concerned can be imported. For further information about this, please refer to the following section.
What type of data can be imported?
The following data types can be imported:
Software
Import options
Sage Instant Accounts
Audit Trail transactions
Customer records
Nominal accounts
Product records
Supplier records
Sage Instant Accounts Plus
Sage 50 Accounts
Audit Trail transactions
Customer records
Nominal accounts
Product records
Stock transactions
Supplier records
Sage 50 Accounts Plus
Sage 50 Accounts Professional
Sage 50 Client Manager
Audit Trail transactions
Customer records
Fixed Asset records
Nominal accounts
Product records
Project records
Project-Only transactions
Stock transactions
Supplier records
Tip: For a complete list of every field that can be imported, to open the software Help system, press F1.
A series of Microsoft Excel templates are available to assist in the formatting of data for import
into Sage Accounts. These templates are held in the program directory: C:Program FilesSageAccounts by default.
The templates include tips indicating the content that should be included in each column. Compulsory fields are highlighted in blue and optional fields are highlighted in yellow.
Available templates:
Audit Trail Transaction FULL template.xls*
Customer Record FULL template.xls
Fixed Asset Record FULL template.xls
Nominal Record FULL template.xls
Project Record FULL template.xls
Project Transaction FULL template.xls
Stock Record FULL template.xls
Stock Transactions FULL template.xls
Supplier Record FULL template.xls
Note: When importing Journal transactions, Account Reference is not a compulsory field.
Open the File menu and choose Import, click Yes to close any open windows.
We recommend that you take a backup at this point. To do this, click Backup and follow the on-screen instructions.
After taking a backup, to continue with the wizard, click Next.
From the Data type list, select the type of data you want to import, then click Next.
From the Data source window, select the format of the data you are importing. If your data does not have a row of headings, clear the First row contains headings check box.
To browse to the file for import, click Browse. Locate and select the file for import, then click Open. Note: If the import file is made up of multiple worksheets, from the drop-down list, choose the required worksheet.
To continue with the import, click Next.
Use the Field mappings window to link the imported data to the correct fields in Sage Accounts.
Tip: If you have imported data using this wizard before and you saved your field mappings, to restore your mappings, click Load Map, locate the required file and click Open.
Complete the Imported Field column as required, choosing the relevant field from the drop-down list. If you need to remove your selections and start again, click Clear Map. Note: Compulsory fields are marked with an asterisk. Every compulsory field must have a corresponding Imported Field.
Tip: If you intend to make similar imports in the future, to save the mappings, click Save Map, enter a memorable file name and click Save.
Once all of the required fields have been mapped, to continue with the import, click Next.
If the summary information is correct, to begin importing data, click Import.
Sage Accounts 2011 and below -
If the summary information is correct, to begin importing data, click Finish.
Note: If the import is unsuccessful, or errors are encountered in individual lines, problems are recorded in the Records not Imported pane. The original import file must be edited before attempting to import again.
To close the Import Results window and return to your Sage Accounts desktop, click close.
You have now successfully imported data into Sage Accounts.
Tip: If you are viewing this article from the Sage website, an index of Accounts Ask Sage Articles is now available.
Do you have SageCover Extra?
One of the benefits of SageCover Extra for Sage Accounts is webinars.
A webinar is a web driven workshop where you can participate and view software demonstrations facilitated by a Sage technician. You can choose to take part in a live webinar or to view one from our recorded webinar library. Each webinar covers a specific topic so you can find more efficient and effective ways of using the software.
To register to attend a live webinar or access the webinar library, please click the link below for your software:
We will always do our best to make sure that the information in the article is correct but due to it being general guidance we don't make any promises about the accuracy of the article's
contents for your particular needs. If we refer you to non-Sage information sources (for example, HMRC's website), this is because we want to be helpful but as we don't have any control over
the contents of those non-Sage sources we can't accept responsibility for them. If any non-Sage trademarks are used in the article, we acknowledge the ownership of them by the relevant owner.
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