Do you need to Import Data into Sage 50? This program can Import & Export Transactions into the Sage 50 Audit Trail from a CSV file. Our joint most popular selling Add-On Tool!
The standard transaction importer in Sage 50 in-correctly creates a new header for every split. Our Add-On will import data into Sage 50 and group together like transactions as multiple splits under a single header in the same way that Sage 50’s batch entry screens do.
This program can also import Foreign Currency Transactions with Exchange Rates, Project Codes, Cost Codes, Disputed Reason and Due Date.
Are you a Charity and use Sage 50 or 50cloud Accounts? If so this is the number one Sage Add-On Tool for you. It can Import Data into Sage 50 including Fund Numbers, Donations, set Gift Aid and Small Donation flags all from a CSV file.
Core Features of Adept Sage 50 Transaction CSV Add-On
- Correctly creates a single header with multiple splits for invoices and other grouped transactions.
- Import Foreign Currency transactions using a specified Exchange Rate or the last saved rate from the Currency Table.
- The CSV file contents are displayed, along with any error messages, before the import takes place.
- A new GROSS_AMOUNT column can be used instead of the NET_AMOUNT and TAX_AMOUNT columns.
- The TAX_CODE and TAX_AMOUNT columns are now optional.
- Import into Sage 50 v27.2 and above’s new OSS and IOSS fields.
- Import Sage’s two part Postponed VAT transactions.
- Optionally the column headings in the first line of the CSV file can be used to define the fields that the data should be imported into.
- Matching List Mode also allows you to specify a matching amount or transaction number.
- Export option will load your CSV template with transactions from your current Audit Trail.
- New option to create a NOMINAL_CODE record and give it a NOMINAL_NAME if it does not already exist.
- New export only field TRAN_NUMBER can be used in a template to include Transaction Numbers in an exported CSV file.
- New field HEADER_DETAILS will allow you to import the Header Details field separately from the Split Details field.
- Define a default value for any column by adding =Content to the heading row field name eg: TYPE=SI as the heading for a blank column means that all the transactions in the CSV file will be SI transactions.
- The CSV file format is based on Sage’s standard CSV file layout with the addition of extra columns for the additional functionality.
- Will import SR and PP transactions with automatic allocation by invoice number.
- New configuration options allow SR and PP transactions to be allocated using a reference held in any of the invoice’s reference or detail fields.
- Trigger the automatic allocation of any transactions using dummy transaction types SM and PM.
- SM and PM List Mode allows you to match a large number of invoices against a single payment.
- Import a Bank Transfer using dummy transaction type BT.
- Import eBanking payment types PP and PA by putting (BACS) in the reference.
- Import Charity Donations using dummy transaction types BD, CD and DN.
- Automatically set Gift Aid and Small Donation flags on Donations.
- Import Invoice and Payment together using dummy transaction types SB and PB.
- Payments for consecutive SB or PB transactions are grouped into one SR or PR when the Payment Ref and other header fields are the same.
- Optionally create a new Customer or Supplier record if the Account Reference is not found.
- Optionally move the CSV file to an Archive folder after it has been successfully imported.
- Optionally monitor a specified folder for new CSV files and import them automatically. This now includes UNC Paths.
- Option to be run from the command line with -F
- In a multi company Sage environment the company that each transaction should be loaded into can be specified in the CSV file.
- You do not have to log other users out of Sage while using this Add-On Tool.
- The program can be run from a button on the Sage Transactions or VAT module (dependant on Sage version).
Add-On Pricing & Compatibility
- Only £180.00 + VAT for a company wide licence plus 20% Annual Renewal Fees.
- Adept Add-Ons are Multi User at no extra cost.
- Compatible with the UK Edition of Sage 50 & 50cloud Accounts versions 8 to 34.
- Unless otherwise stated, also works with any minor version numbers such as v32.1 or v33.1
- Adept Add-Ons are backwards compatible when it comes to Sage versions, most go back to v8
- Web Update facility to keep your program up to date, accessed via Menu>About.
- Thirty day Free Trial available.
- The trial version is limited to a 10 Row CSV file per import.
- Download example CSV Templates by clicking on this link.
Transaction CSV in Action
Transaction CSV Options
Variable Field List Format
Legacy CSV Format
How much does it cost?
Initial Upfront cost Covering your first 12 Months software use
Adept Tools
Add-Ons & Apps for
Sage 50 Accounts
20% Annual Renewal Fee for Continuous use in Year 2 onwards
Customer Testimonials for our range of CSV Tools
All working well, tool set from your guys really helpful – thanks for that.
Just wanted to say, I’ve put off buying your import tools for way too long and now I have, I’m kicking myself that I didn’t make the jump sooner!
Thanks for an excellent product and support, much appreciated.
That worked great – the Price CSV export and import worked 100% 3310 items updated in less than 30seconds!
Thank you. I still think this software is magic.
Thanks again. I’d like to say how valuable your tools have been for us – they are excellent.
Thank you! Another great tool you have made.
Many thanks Martin. Your software turned out to be the perfect solution for our requirements and a total life saver. Still stunned by the abject lack of inclusion of this facility from Sage themselves, but more than happy to fully support this exquisite piece of work.
I’m sure I’ve said before, but this software has been an absolute godsend for us. We’re now using it to import invoices from 2 companies instead of just the one before (by using the SAGE_PATH field). Best Regards.
Thanks for getting back to me so quickly. Turning it on and off again worked – so thank you! Enjoy the rest of your week.
Many thanks for all your help with using this add on. This has worked well for us and we are considering using it regularly in order to make use of the BOM transfer.
Danny, Thank you for clarifying the below, it was of great help! Thanks again.
The sales order tool has revolutionised the way this site works.
Just some very quick feedback for you. I have today started using your invoice import tool and it majorly reduced the time taken to run our monthly renewal invoices. Worth every penny and so easy to use!
If Adept ever need a testimonial , please free to quote me as a very very satisfied customer!
Many thanks for the invoice and also the rapid re-activation following the annual renewal. For the record; this software remains one of the most useful, functional and convenient packages that I have ever had the pleasure of dealing with. It is used on a daily basis and performs flawlessly and is invaluable for our Finance Team and their Sage50 interactions. The Annual Renewal Fee seems obscenely cheap and I can only commend and thank everyone involved at Adept Computer Support for this exquisite contribution, filling in the abyss left by Sage on such a crucial and intrinsic part of bulk batch ledger transaction posting.
Many thanks for your assistance with the Invoice CSV Tool, Once up and running- it is SO simple!
We just ran another through, and it was perfectly happy! By the way, your software rocks!
Thank you so much for this. As with all your products it was very intuitive and worked like a dream. I will definitely be recommending you to all Sage 50 customers – so impressed!
I have been using your import sales order add on for Sage and it has totally transformed our business and I just want to say thank you for that.
Thanks for the help we have both Header Only and Line Item Invoices now going into Sage 50 correctly.
I would just like to pass on my thanks for providing the CSV Import software. After using the trial to make the appropriate adjustments to our system (that tested successfully), we purchased the full version. It is a fantastic piece of software that is going to save us a lot of time from now on.
Thank you Danny. It all makes sense now. We have also removed the price field so it is quite a clever little tool. It takes very little time to do and solves our problem.
Thanks, I’ll check it out, I’ll be buying it. Regards.
I would like you to know how useful your import programs have been in getting our data into Sage and without corruption.. all reporting ‘No Errors in Data’, Thank you again.
I am impressed, at the ease of the import and how quickly I’ve got up to speed with it! Thanks once again for your support.
Adept Sales Invoice CSV is quite possibly the most useful software I’ve ever used – love it! Thanks for all your help.
Many thanks for your Danny – this is all working great now and I can confirm that we will now purchase a full licence.
We’re busy working with new and existing clients installing our new RouteMagic system using Adept CSV Tools. We’re getting lots of appreciative comments regarding the Adept Tools and it’s certainly been really helpful for us.
Worth mentioning about the Sales Order CSV – it is a brilliantly simple timesaving program!!!
Updated my testing today to include setting up of the customer record, the invoice & the receipt/payment from the customer – who knew all this was possible! Thank you for helping me achieve the efficiencies our business needs.
I have just purchased Purchase Order CSV Tool and it is fantastic.
I am going to buy the Transaction CSV now that I have it installed. Its stunning in it’s flexibility.
I’ve been using your Sage CSV import product for many years across many clients and LOVE it.
I just wanted to say thank you for all your help getting us started, it’s appreciated. We have purchased the Add-On Tool and I managed to allocate 5000 invoices to a Payment on account in our test data using Transaction CSV! Which was brilliant ? I’m now looking forward to using it on our live data, it will save a lot of time!
Thanks Danny, Love the videos and the product is great too!! Cheers, Best regards.
Imported 30k line items over the weekend without a hitch using Price CSV, so happy with the Add on.
We recently purchased Sage 50 Sales Invoice CSV and it really has revolutionised our invoicing procedure going forward, and saved our accounts team a whole lot of time, thanks.
I’ve had a client using the Import Transaction tool and they love it!
Brilliant. Thanks for all your help. Best wishes.
Hello, Great product and great renewal price and service!
Thanks Danny, completely comprehensive, I would expect no less from you, thanks for your help as always!
My apologies, I forgot to thank you for making the changes to the software on the S1 lines. This works perfectly now and we have made the purchase. It is an excellent addition for our business.
Thank you to all at Adept – the programs have made my life so much easier when it comes to managing our BOMs/Data.
We recently purchased you sales order csv importer and it is has really been a life saver at our company.
Loving the Product CSV software, it’s very easy to use.
The software is fantastic by the way; it’s completely changing the way we work and is saving many man hours, whilst also increasing accuracy.
Thanks, we will make it work using the carriage charge. Thanks again for the top advice!
As a company we have been using Sage50 since 2007. Close on 14 years of data entry with no set rules, a growing business with different people involved. Anyone in this position will be able to relate to the mess of data this led to. One of our problems was finding quickly the right delivery address- some customer account references with 100’s of addresses. This was sometimes ‘patched’ by creating yet another address- making the problem grow. To fix everything manually within Sage was simply not an option and no export function exists. We had to find a solution. The Adept customer address Import/Export function did exactly what we wanted and thanks to Danny for his patience in helping to oversee the first data export and import. As a business owner this addon will bring such an improvement to our sales order processing- and un-doubtabley lead to further improvements.
I bought the tool in the end and it’s working great for us. I created a CSV output from our CRM and the two play together nicely – so impressed! Thanks buddy.
I would just like to say you’re Sage Sales Invoice CSV import is amazing and has helped our company out so much over the last couple of years.
Danny, You are not just a pretty face. I looked at it in Notepad and it shows apostrophes on the last two lines. Thanks for that, tool is working great!
Superb! Thanks Danny, will try that tomorrow.
Brilliant thanks Danny sorry I knew it was in the documentation somewhere!
Just tested the program, I can’t believe how simple and effective it is. ADEPT Rocks!
Danny – Thanks for your help today, You are the Best, as are the Tools!
It’s Andy here, I spoke to you earlier re the BOM import. Just wanted to say thanks a lot for your help and we’ve carried out the trial import no problems. Just waiting for my boss to sign off on the purchase and we’ll be buying the software.
Other customers also purchased these tools
Help Videos for our range of CSV Tools
How to create a CSV Template from Menu>Fields.
How to import a CSV File & Basic Options.
How to setup and configure Automatic Importing.
How to Export a CSV File of Sage Data.
Import Data into Sage 50 with this Adept Sage 50 Add-On Tool
Adept Sage 50 CSV Import Tools for Sage 50 Accounts
For more reviews about the Adept Sage 50 Add-On Tools range
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