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Sage 200 provides a very useful comma separated variable (CSV) import facility.

You provide the data in correctly formatted files, in a directory that Sage can access. To start the import, you need to use the Sage menu system.

This is great for small one off amounts of data. It can also be used for larger imports, for example from EPOS systems overnight. In this case there are other items of software (Data Exchange by Eureka) that can be used to reduce the manual tasks. See elsewhere for more information on this.

What can it do?

The import provides a good opportunity to load various different types of data, for example:

  • nominal accounts;
  • nominal transactions;
  • customer accounts;
  • customer transactions;
  • supplier accounts;
  • supplier transactions.

They are excellent at loading either a few transactions, or bulk loading many hundreds and thousands of rows at once. This makes them ideal for:

  • loading complex journals from Excel*;
  • importing data from a different accounts system into Sage.

Note that if you do use Excel, you need to be aware that the file format they need - CSV - is basically a flat file format; Excel can clash with this, so care is needed in order to get it right.

How does it do it?

Sage needs the data to be in a specific format. Templates are available to help with this. We found they need quite a bit of skill and knowledge to populate correctly.

Once the format is correct, they work quickly, smoothly and reliably.

It is a manual task to load the data - it must be triggered by using a menu option within Sage itself.

This is great for one off transactions, and is helpful for data migrations, but is not so helpful for bulk loading transactions on a daily basis. As mentioned, there are other products that can assist with this.

How can we help?

We have direct experience of working with these imports, both for data migration and regular bulk uploads.

We know the correct formats for successfully loading data. We can take the relevant data from any external source and format it such that it quickly loads into Sage, making it available for viewing and manipulating in the accounting context.

We also have experience of working with Data Exchange to automatically load the formats mentioned above, and also a number of other formats, such as GRNs and various cashbooks.