Getting Started > Importing and Exporting Data > Sage 50 Import/Export Overview

Sage 50 Import/Export Overview

You can translate information from other applications into a format that Sage 50 can use. Conversely, you can also use this for exporting Sage 50 information to other applications.

Import/Export allows you to:

  • Select specific fields to import from other modules or export to other applications.
  • Create templates for importing and exporting fields.
  • Reconstruct data because of data corruption or because of a fiscal year structure change.

Sage 50 can read data files created by other accounting programs, spreadsheets, database programs, or even word processing files. The data file must be a comma-separated ASCII (*.csv) file and must contain the same fields and number of fields that Sage 50 uses.

Before you import the file from an outside program, use the Export function to export the corresponding Sage 50 file. Be sure to select the Include Headings check box on the Export tab. Then you can see the number, order, and names of the fields that compose the Sage 50 data file. Often, the application from which you're exporting the data file lets you specify the number and order of fields.

The type of information you can import is the same as what is entered on the Maintain and Task windows. For example, you can import customer, vendor, employee, or inventory item records (Maintain) and transactions with them (Tasks).

The type of information you can export to another application is similar to what is listed on reports. The way you choose information to import or export is similar too, with filters to select the fields.

Field Lists

Import/export field lists contain formats required for maintenance information (customers, vendors, general ledger accounts, budgets, inventory items, jobs, and employees) and transaction information (general, purchase, cash disbursements, inventory assemblies, inventory adjustments, sales, cash receipts , quotes, sales orders, purchase orders, and payroll). Get a list of Sage 50 fields and their definitions.

Important! Please read the Import/Export Tips section before you begin importing data. This topic contains valuable information that will help you avoid import possible import errors. If you continue to have import problems, see Troubleshooting Import/Export.