Sage 50 Accounting Import CSVs

TL;DR Download Excel files provided for Sage 50 Accounting Import *

Trying to say nice things: Sage clearly love money. Any time I’ve had reason to get in touch with their cousins at Sagepay, they have always proved to be very courteous and helpful. Not so with Sage 50 Accounting.

I’m building an import tool to manage the flow between a client’s website and their office software. I tried calling Sage for some data documentation or advice. They took details of me and my client, but said no: you need to pay for the annual support and maintenance package for us to talk to you. Talk!

The annual package which costs over £1000.

You’ll want to provide a file in CSV (comma separated value) or Excel format for import but what, I hear you ask, is the specification? Click File > Import on the software package’s menu and you’ll see a recommendation to backup but no samples. However there’s a little green question mark button to the right hand side – if you click it, it will suggest sample files are available in the Program Files folder.

You can hunt for those or you can download the nine Excel files here. *

The hard part comes next – working out what each file is actually for and doing the import. Have fun.

* This zip file and the files it contains are provided as is, without any instruction or warranty, nor claim of ownership or copyright. They are merely provided to help fellow developers out, in the belief that developers are a software company’s best friend — they can sell your product for you to new clients, suggest improvements and give informed feedback.

22 thoughts on “Sage 50 Accounting Import CSVs

  1. Hi David, Thank you very much for this, this is exactly what i was looking for!!! And now that i have looked at it, i kind of wish i hadn’t! *Scratches head* lol

  2. Hi David. I too am struggling to make an sense out of Sage. I need to import invoice data into Sage but am not sure which of the nine files is appropriate, if any. Do you know what the import format for invoices is?

    1. Hi James. I’m not entirely sure!! The invoicing side of this system is outside of Sage, with the intention being to import it back into Sage later as a “paid” line item.
      From what tests I was able to do on the client’s system, a Project Record (which I called “web orders”) and several Project Transactions (each one an individual invoice) makes some sense, but I didn’t have the time on that particular visit to figure out what Sage was actually *doing* with the import. Something to do with Sage’s double-entry accounting principles, I would imagine. :-( Let me know if you work anything out!

  3. How can I import my Inventory Item lists to from one peachtree company to another Peachtree company?? Please help me, thanks

  4. I just want to import a simple excel cashflow into sage so I can tell another party how they can do it for themselves as i dont use sage…is what you describing above what I should be doing or is what i want to do different in any way to above solution

  5. That’s fantastic David, thanks for posting this. Sage very much seem to be an old-skool company when it comes to this sort of stuff. Thanks again.

    1. use the audit trail template in your sage folder on your computer – i looked in the help files for import templates and it said this: –

      To import data

      First, you need to prepare an import file in a format and structure that Sage 50 Accounts understands.

      We have included import templates to assist you with the correct structure. You can find them on your computer under C:Program FilesSageAccountsImport Templates. For the file format use either .CSV or .XLS/.XLSX. Find out more.

      Take a backup of your existing data before you import the data. Find out more.

      Use the Import wizard to transfer the data to your software.

      From the File menu, choose Import. The Import wizard opens – follow the step by step instructions. Find out more.

  6. Hi David, I’m a little confused when examining the audit trail transaction file under file maintenance. For instance under a transaction as Bank Receipt, under the column Bank/n/c there is the standard 1200 code, but nothing in the column Sales/purchase/bank account ref even though the transaction description is revenue from sales and repairs. However as I select the option in SAGE to view the current splits, the N/C 4008 appears – why doesn’t this appear in the original record? This would help me understand the import process a bit more.

    1. Hi Jonathan as before I’ve just provided these as-is, as it took me so long to find them and Sage were so unhelpful. Unfortunately I haven’t any further advice to give.

  7. Hi David, thank you for these files. I am thinking of importing transactions to sage, but does not want to call Sage as they will ask for money. I learned Sage by myself so I will try and figure out how to use these import templates ( I will create a test company). Hopefully my husband will be able to help me in that area as he has some computer programming skill. Thank you again.

  8. Thanks David, just what I was looking for. I didn’t want to pay £700 to sage for an upgrade for the privilege of releasing this precious information so glad to find this. As per other comments Sage really needs to move into 21st century. As a customer of 25 years I am all set to move to one of the more up-to-date competitors.

    PS; Not an endorsement but moving to Moneysoft Payroll multicompany has saved a bomb compared to Sage as it has pension module built (unlike sage for which it is a chargable extra) and if you are signed up to NEST it couldn’t be easier to use, quick loading etc.

  9. Searching for these example files is comparable to hunting for a dodo! Thank you for posting them and, more importantly, leaving them available for so long (I am here almost 4 years after you made this post!).

    I have found a few links that may help others that find this post. They may also cause more confusion, and make you want to never deal with Sage at all :)

    Sage’s own explanation of CSV import files:
    https://my.sage.co.uk/public/help/askarticle.aspx?articleid=16905

    A useful explanation of what the hell the transaction types are:
    http://import.makingithappen.co.uk/csv_audittrans.htm

    I haven’t found anything as yet about the field lengths as I know these are capped in some cases. If I find anything useful, I will post again :)

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