Tag Archives: data import

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.