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Import data into Sage Accounts

To save time entering data into Sage Accounts, you can import data using either Comma Separated files (*.csv) or Microsoft Excel spreadsheets (*.xls and *.xlsx).

You may want to do this for a number of reasons, including:

  • To add information to Sage Accounts from other software.
  • To add or amend information on batches of records, without having to edit each individual record.

To find out what types of data you can or cannot import, please refer to article 36119.

If you're importing from Excel, it's important to check that your version of Excel is compatible with the version of Sage Accounts you're using.

Prepare your data file to import

Before importing into Sage Accounts, you need to prepare your data in a csv or excel formatted file. There are three ways to do this:

Use the file import templates (Recommended) These are excel files that are formatted so they're automatically recognised when importing. To access these:
  1. On the menu bar click Help, then About.
  2. Under Program Details, click the link for Program Directory, then open the Import Templates folder.
Create a file from scratch For details of what this file should look like, please refer to article 16905.
Export your data If you want to amend multiple fields in your records, in some modules you can export your current data, amend the required fields and then re-import the data.

Import your data file

Once your data file is prepared and you've closed the file, you're ready to import into Sage Accounts:

  1. On the menu bar click File then click Import.
  2. If required, click Backup to back up your data, once complete, click Next.
  3. In the Data type window, select the type of data you want to import then click Next.
  4. In the Data source window, select the format of the data you're importing.

    The Excel worksheet (*.xls;*.xlsx) option is only enabled if you've a compatible version of Microsoft Excel installed. For more information on compatible versions, please refer to article 32017.
  5. If the first row of your data contains headings, select the First row contains headings check box.
  6. Click Browse and locate and select the file to import then click Open.
  7. If your import file contains multiple worksheets, choose the required worksheet from the drop-down list.

  8. Click Next. To link the imported data to the correct fields in Sage Accounts, complete the Imported Field column as required, choosing the relevant field from the drop-down list. Compulsory fields are marked with an asterisk, for these you must select an Imported Field.
  9. If required, you can use the Load Map and Save Map options to import the default or previously saved mappings

  10. Once all of the required fields are mapped, click Next, check the summary information is correct, then click Import or Finish.
  11. If the import is successful, a list of transactions imported appears in the Record Imported pane. Click Close.

    If the import is unsuccessful, a list of import errors appear in the Records not Imported pane. Click Edit import to amend the original import file, click Close, then attempt to import again.

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