How to Export & Import Data Using CSV Format in Sage 50?
Summary: How do I export and import my Sage 50 customers data from company A then import it into company B? There are three main step in the process of transferring your customers list to a new Sage 50 file: 1. Export the listing of clients to a csv document. 2. Modify the CSV file. 3. Import the CSV document into the brand new Sage 50 file. Step I: Exporting the Customers List to a CSV file: 1. 2. 3. 4. 5. 6. 7. 8.
From the main menu of Sage 50 click on on Reports, Lists, Customers. The Customer List Options field will come on. Press Select All. Click OK. It will then generate the Customer List Report. Go to the File menu at the Report. Click EXPORT. The "Export Selection" field will pop up.
9. Make sure you shop it withinside the C: power and the "Save as" kind field ought to be Comma Separated (*.CSV). 10.Click on SAVE. Step II: Modifying the CSV file (with Microsoft Excel) 1. Open up MS Excel. 2. Go to File then Open. 3. Go to the C: pressure to choose the CSV record that turned into exported from the vintage Sage 50 record. 4. The first line of the CSV record has to include a Version Number, Country Code, and the word 'Customers': Step III: Importing: 1. In Sage 50, click on the File menu. 2. Click on Import/Export. 3. Click on Import Records. 4. The Import Records Wizard appears. 5. Select Sage 50 import format. 6. Click Next. 7. Click Back Up to create a backup for the corporation earlier than importing. 8. After the backup is successful, click on Next. 9. Click on the Browse button except the Customers box. 10.Select the CSV report which you need to import into Sage 50. Conculsion: The above steps will surely help you in export and import data using CSV format in Sage 50. In case you are still unable to export and import data, then you must connect with our Sage 50 support team at +1844-871-6289 and get instant help. For: Sage 50 live chat support: Sage 50 Technial Support Number: