Hi,
Does anyone know if its possible to import customer/Supplier invoices using an Excel template?
TIA
Excel Import Templates
- brucedenney
- Site Admin
- Posts: 4632
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Excel Import Templates
Yes it is possible.
Default Customer and supplier layouts below
http://import.makingithappen.co.uk/csv_custrec.htm
http://import.makingithappen.co.uk/csv_supprec.htm
Audit Trail for invoices/credits etc
http://import.makingithappen.co.uk/csv_audittrans.htm
You do not need to use these defaults as Sage now allows you to match fields manually during import.
If you want to import whilst people are logged in or do it programmatically there are 3rd party tools to do that.
If you want to import invoices to the Invoicing module, you will need a 3rd party program such as IP+ which I sell.
Default Customer and supplier layouts below
http://import.makingithappen.co.uk/csv_custrec.htm
http://import.makingithappen.co.uk/csv_supprec.htm
Audit Trail for invoices/credits etc
http://import.makingithappen.co.uk/csv_audittrans.htm
You do not need to use these defaults as Sage now allows you to match fields manually during import.
If you want to import whilst people are logged in or do it programmatically there are 3rd party tools to do that.
If you want to import invoices to the Invoicing module, you will need a 3rd party program such as IP+ which I sell.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: Excel Import Templates
Thanks, I'll have look at these
- brucedenney
- Site Admin
- Posts: 4632
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Excel Import Templates
If you want to have an evaluation of the third party tool, let me know and I can sort it for you.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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