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Excel Import Templates
Posted: 28 Oct 2021, 13:55
by CHump
Hi,
Does anyone know if its possible to import customer/Supplier invoices using an Excel template?
TIA
Re: Excel Import Templates
Posted: 28 Oct 2021, 14:04
by brucedenney
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.
Re: Excel Import Templates
Posted: 28 Oct 2021, 14:16
by CHump
Thanks, I'll have look at these
Re: Excel Import Templates
Posted: 28 Oct 2021, 14:41
by brucedenney
If you want to have an evaluation of the third party tool, let me know and I can sort it for you.