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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.