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Excel Import Templates

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CHump
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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

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brucedenney
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Sage Version: v2017 23 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 :- switch to subscription, pay-as-you-go support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me. Image

CHump
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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

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brucedenney
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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 :- switch to subscription, pay-as-you-go support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me. Image

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