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Importing transactions into Sage line 50

Our client operates in a specialist field where they take commission from money landing in their client account and then pay the balance on to their client.

They use a package specially written for their industry to handle the client relationship, payments and commission calculations. We have been entering the resulting transactions into an accounts package conventionally. We understand that it is possible to import transactional information into Sage.

As this is a client account situation we are looking at a) importing receipts information into the creditor's ledger, b) importing our clients commission invoices transactions to the creditors ledger and c) importing the payment of the balance to their clients to the creditors ledger.

Has anyone any experiance of importing transactions into sage line 50 and have any wisdom they would like to share?

We have seen that line 50 comes with some import templates for supplier and customer master record type information.

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Importing to Sage

1. Is it likely that an add-on will have already been written for the specialist package that you can buy to transfer the data direct to Sage? This is the case in other specialised areas.

2. To import data to Sage it has to be set up in a particular way and the only reliable way I have found of doing this is to export the data from the first package into Excel, tailor it to fit the Sage import requirements and then import it to Sage. Particularly for massive chunks of data this can be quite efficient use of time. For much smaller amounts of data you have to ask whether it's worth the effort.

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SAGE 2012

Has a very easy to use import function. If you can export the data to a csv or excel file you just select the file, pick which column is used for which field and press the import button.

A reasonably competent software engineer should be able to write a link program to do it automatically. 

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Like moonbeam....

like moonbeam I've always exported from Sage first in order to get the required layout etc, edited the export and re-imported.....

From your post, it should be possible as you have already manually input similar transactions on the customer and supplier ledgers.

its been a long time since ive done it but found it pretty straight forward.  The only problem with this may be the amount of "editing" required prior to re-import, i guess it depends on what info can be taken from the specialist system.

good luck!

 

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Importing in to Sage

Whilst exporting from Sage will certainly give you an example of the format files can be in, since v2010 of Sage 50 was released, the import routine is a lot more flexible that it was previously. 

The format of the file is no longer fixed so the data does not need to be in a specific column as, as part of the import wizard, you can tell Sage which column of the file contains the pertinent data which means that editing of files prior to import is either cut down or not necessary at all.

John

 

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Importing into Sage

 

As johndon68 has said, importing from an Excel spreadsheet into Sage has been facilitated with the ability to map the columns of your import file to the relevant parts of Sage.  I would recommend taking a good look at the Audit Trail transaction template file to make sure you get the correct transaction labels assigned to each line.  I have used this facility very recently for a client to enter several months worth of details from their bank account transactions into Sage rather than plough through sheets of bank account statements as well as sales activity from their EPOS system.  

The satisfaction of entering several hundred transactions in a few seconds cannot be underestimated. :-) 

 

Christine a.k.a. Anishine

 

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import bank transactions into sage line 50

Anishine wrote:

 

As johndon68 has said, importing from an Excel spreadsheet into Sage has been facilitated with the ability to map the columns of your import file to the relevant parts of Sage.  I would recommend taking a good look at the Audit Trail transaction template file to make sure you get the correct transaction labels assigned to each line.  I have used this facility very recently for a client to enter several months worth of details from their bank account transactions into Sage rather than plough through sheets of bank account statements as well as sales activity from their EPOS system.  

The satisfaction of entering several hundred transactions in a few seconds cannot be underestimated. :-) 

 

Christine a.k.a. Anishine

 

Am dong a job similar to yours

Can you supply any further details on procedure ?

 

Rob Lee

Accounting Angels Limited

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Sage Developer

It is possible to easily import transaction into Sage 50 using a CSV (comma seperated variable) file that you can export from Excel. What you can not do is allocate transactions against each other using this method.

I (or any developer) can do this for you by using the Sage Developer Toolkit.

If this is what you require then please come back to me.

Regards

Peter

 

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Import templates

Dont forget the import templates that Sage 50 has - that makes life easy for you.....

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Line 50 Import

We use third party software which enables our web orders to be transferred in to Sage line 50. It takes a csv file and validates it before allowing import, and special fields can be mapped to sage standard fields.

It's called Transpose and made by SBS Ltd. I would strongly recommend it. SBS will even give a 30-day trial period, costs £250.00 for the licence.

 

Regards

 

Rob

 

Barcode Labels

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Importing

Transpose now cost much more than £250, its not quite clear how much it would cost in total.

Sage are selling Zynk for Sage 50. £480 per year.

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