Does anyone know if there is a cheap bit of Software on the market (or has anyone written a piece of software) to allow Purchase and Sales Invoices to be imported into Sage from third party software. We know SageLink is there at an astronomical charge and equally know that there is an import facility within Sage but this only allows for PI and SI details.
Any comments would be gratefully allowed.
Bruce Rose
Replies (5)
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Try the following steps .....
Steps
- export your data from the 3rd party package into CSV (Comma Separated Variable) format
- load export data to Excel/Supercalc/Lotus (any spreadsheet)
- get import data structure from Sage Help file (search: csv & select Audit Trail)
- get rid of any surplus columns not required by the Sage import & put the remaining columns in the right order (to be on the safe side)
- save out as csv; in Excel-->Save As-->CSV
- run Sage; File-->Import-->Audit Trail
Potential Problems
- 'Lookup' tables need to exist prior to importing for
- sales/purchase/bank a/c ref
- nominal
- department
- VAT code (T1...T9 etc)
- the 'Lookup' ID's must match the equivalent being imported
Caveats
- back up your SAGE data files before importing
Sage importer
I have not used this software, so I could not give a recommendation, however it does offer a free trial.
http://www.import2sage.com/
I hope this helps
No software needed...
You can quite happily import into Line 50 without the need for additional software. If your third party software can export the required information in a CSV file, then you can import it into Sage using File, Import, Audit Transactions. From within Sage using help will tell you the file structure that Sage uses. Needless to say, follow a strict routine when doing this, make a note of the number of transactons from the CSV file and add them to existing Sage audit trail number and ALWAYS back-up first! No other users can be logged into Sage when carrying out this procedure.
Regards
Martin