Do you need to Import Customer Data into Sage 50? This program will import Customers into the Sage 50 Customer File from a CSV file. Unlike the standard Sage 50 CSV Customer import you can import data into virtually every field in the Customer file including the Customer Memo. The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
Core Features of Adept Sage 50 Customer CSV Add-On
Can be used to import data into any field in the Sage 50 Customer file that is exposed by the Sage SDO.
The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
Optionally generate a new ACCOUNT_REF during the import.
Optionally import Customer Custom Alerts (Sage v27.1 and higher only).
Will import Excel style multi line data into the Customer Memo field.
Optionally run the program from the command line to automatically import or export single CSV files.
The CSV file contents are displayed, along with any error messages, before the import takes place.
Create new template CSV files by selecting fields from a list of available field names.
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.
Export option will load your CSV template with data from your current customer file.
In a multi company Sage environment the company that each customer 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 an icon in the Sage Customer module tool bar (dependant on Sage version).