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import customer + supplier records into Sage version V11.01.00

Posted on 2009-02-15
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Last Modified: 2013-11-15
Hi + Help,  I have the above - I only need the account code, name, address + tax code - in a CSV file format and I am trying to import it into Sage.  Although the screen tells me it has imported successfully when I look at the records it has only imported the account code and tax code!!  Any ideas why?  Also, I have previously tried to import transactions into the audit  trail transactions but it keeps telling me the transaction type, i.e. PI or SI are not valid - all the other info appears to be O.K.  It just doesn't make sense!
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Question by:dollysdosh
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by:dollysdosh
ID: 23654978
I am working in Microsoft Windows XP and have converted an Excel spreadsheet to CSV format which contains the account ref, name, address + tax code of my customers and suppliers and I am trying to import that into Sage V11.01.00.  However, although when I do the import it says it is successful it is only importing the account ref + tax code and the name and address are missing when I look at the customer or supplier records.  In addition to this when I have again imported another CSV file with customer and supplier invoice details through the audit trail transactions, it is showing the transaction type (which I am entering as PI for purchase invoice or SI for sales invoices) as being invalid, although I know these codes are correct.  In this case it will not import any of the transaction detail at all.  Hope this helps,
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by:Bruce Denney
Bruce Denney earned 120 total points
ID: 23661614
You need to create a csv file with the fields in the correct order, you can not elect to skip certain fields however, empty fields in the csv do not erase the contents of the records in sage.

There are some more details instructions here.
http://support.makingithappen.co.uk/guides/importing/index.html

could you attach the csv file to a post so I can see what is wrong with it?



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dollysdosh earned 0 total points
ID: 23665408
I didn't skip any fields but just left them blank, I tried the import again today and hey presto it worked.  I don't know if this was a blip with Sage but it has worked this time (this has saved much work).  I still have to retry the audit trail transactions again and will refer to the instructions you have given, thanks brucedenney
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