Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Excel Import Templates

Sage 50 general help forum - Free help and support for all general issues
Post Reply
CHump
User
User
Posts: 4
Joined: 22 Oct 2021, 08:57
Sage Version: v2010 16 UK/Europe/Africa

Excel Import Templates

Post by CHump » 28 Oct 2021, 13:55

Hi,

Does anyone know if its possible to import customer/Supplier invoices using an Excel template?

TIA

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4618
Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Excel Import Templates

Post by brucedenney » 28 Oct 2021, 14:04

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.
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.

CHump
User
User
Posts: 4
Joined: 22 Oct 2021, 08:57
Sage Version: v2010 16 UK/Europe/Africa

Re: Excel Import Templates

Post by CHump » 28 Oct 2021, 14:16

Thanks, I'll have look at these

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4618
Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Excel Import Templates

Post by brucedenney » 28 Oct 2021, 14:41

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.

Post Reply

Who is online

Users browsing this forum: No registered users and 11 guests