• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 941
  • Last Modified:

import customer + supplier records into Sage version V11.01.00

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!
  • 2
2 Solutions
dollysdoshAuthor Commented:
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,
Bruce DenneySage 50 Consultant and IntegratorCommented:
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.

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

dollysdoshAuthor Commented:
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
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

  • 2
Tackle projects and never again get stuck behind a technical roadblock.
Join Now