I have a client who runs an internet company and process over 500 invoice a month through their website. They can download the information as a .csv file and so far I have only found the new SAGE release(which cost and customer service record put me off) that claims to upload all invoice data to individual customer accounts! (VT and Quickbook admit that they can only get half the way there - ie one journal for all sales (VT) or upload customer details but manually input all invoices (Quickbooks))
Any other solutions or experience of .csv uploads to SAGE out there?
I have tried the .csv upload on older sage versions and it isn't as easy as they make out
Replies (13)
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What are you trying to acheive?
You don't say what you are trying to acheive eg is this to run a sales ledger, produce sales invoices manually, create new customers, or just import sales/vat info to nominal ledger.
Do I Have to use SAGE???!!
Yes you can, procedure is the same for all versions of Sage as long as I can remember- file, import, audit trail transactions
Fields for the .csv file are in this order:
Transaction Type, Sales Account Ref, Nominal Code, Department Number, Transaction Date,Transaction (Invoice) Reference, Transaction Details, Net Amount, Tax Code, Tax Amount, Extra Reference, User Name,
Transaction type is SI for invoices and SC for credits, Sales Account ref must be exactly the Sage reference, Nominal is 4000 unless you put sales elsewhere, department number is 0 unless you have departments, date field is dd/mm/yyyy, inv ref is the invoice number, transaction details the text of the invoice, net and tax amounts are formatted NNNN.NN tax code is T1 for a VAT invoice. Extra ref and user name are both 0 or free text.
Take a backup before you start.
VT does have some programming tools beyond the journal import facility - when I get time, I had been wondering about how to use and implement them. I don't know but I would think Quickbooks will have some capacity for this via an add on (probably from USA) that may do the trick.
Anyone have any experience of either VT or Quickbooks in this regard?
using sage
As far as using sage, if the customer ref didn't already exist in sage then you may have to do two downloands into sage, one to create a new customer account, and a seperate one for the transactions. I know this as I import supplier and customer payments in csv format to sage from bank statement downloads, and if customer ref doesn't exist, audit trail transaction import fails. Hope this helps
eSHOPCONNECT might be an answer
Lerryn Data Technology I know this company were talking about this facility for Sage and suggest you have a look at this product and perhaps speak with them.
http://www.pluginsforinterprise.com/plugins/eShopConnect/eShopConnect.asp?dh=-1
Wish you luck with this one.
Interprise Suite - www.interprise.co.uk has functionality in excess of Sage Line 50 and with its' excellent Transaction Broker plugin can process any files into its ledgers etc.
That said any decent system can import .csv files
do give me a ring if you would like more information
-- Keeping IT Simple
I was going to say check Interprise
I was going to suggest Interprise, but I have been beaten to it.
I have integrated other products using the basic SAGE CSV facility, but it seems to be very limited.
When you consider the flexibility of a fully integrated system, and you put this along side the Interprise webshop that willl even allow you to run Credit Accounts, it might be worthwile reconsidering your approach.
Paul Kelly
import
Hey,
Can I suggest that you send us a sample of the CSV file that your client is using. We may well be able to import these into Fusion Accounts for you.
Kind Regards
Fusion Accounts
What Sage software are you using?
Hi
I might have missed it but I'm not sure what Sage software you're using. I know that Sage CRM or Sales Logix linked to Sage 200 or higher can do this automatically as they link to your website but if you're using 50 accounts then you might struggle. If you are on 50 Accounts then I'd suggest you look at something larger to handle such a large amount of transactions. Lots of solutions out there.