Import Customer Data into Sage 50

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).

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 versions 8 to 30.
Unless otherwise stated, also works with any minor version numbers such as v28.1 or v29.2
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.

Get Trial

Customer CSV in Action

Customer CSV Options

Customer CSV Custom Alerts

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

Thanks for an excellent product and support, much appreciated.

Iain 18/11/23

That worked great – the Price CSV export and import worked 100% 3310 items updated in less than 30seconds!

De 27/07/23

Thank you. I still think this software is magic.

Sue 03/04/23

Thanks again. I’d like to say how valuable your tools have been for us – they are excellent.

Thomas 18/10/21

Thank you! Another great tool you have made.

Scott 23/04/21

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.

Merv 02/02/21

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.

Gareth 14/11/19

Thanks for getting back to me so quickly. Turning it on and off again worked – so thank you! Enjoy the rest of your week.

Sally 11/12/18

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.

Paula 04/10/18

Danny, Thank you for clarifying the below, it was of great help! Thanks again.

Amy 24/09/18

The sales order tool has revolutionised the way this site works.

Alan 14/05/18

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!

Dreyer 10/04/17

If Adept ever need a testimonial , please free to quote me as a very very satisfied customer!

Keith 21/01/16

We just ran another through, and it was perfectly happy! By the way, your software rocks!

Alan 09/05/18

Many thanks for your Danny – this is all working great now and I can confirm that we will now purchase a full licence.

David 07/08/18

Many thanks for your assistance with the Invoice CSV Tool, Once up and running- it is SO simple!

Keith 28/09/15

Thanks for the help we have both Header Only and Line Item Invoices now going into Sage 50 correctly.

Martin 27/09/18

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.

Merv 02/03/22

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!

Carol 24/12/19

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.

Paul 17/08/23

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.

Rebecca 01/08/24

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.

Charles 05/01/15

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.

Karl 10/02/16

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.

Gareth 24/02/16

Thanks, I’ll check it out, I’ll be buying it. Regards.

Barry 21/11/18

Adept Sales Invoice CSV is quite possibly the most useful software I’ve ever used – love it! Thanks for all your help.

Sue 06/04/21

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.

Rebecca 07/08/24

I have just purchased Purchase Order CSV Tool and it is fantastic.

Mark 24/08/23

I am going to buy the Transaction CSV now that I have it installed. Its stunning in it’s flexibility.

Andrew 27/04/23

I’ve been using your Sage CSV import product for many years across many clients and LOVE it.

Scott 11/10/21

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!

Lorraine 20/04/21

Thanks Danny, Love the videos and the product is great too!! Cheers, Best regards.

Steve 04/11/20

Imported 30k line items over the weekend without a hitch using Price CSV, so happy with the Add on.

Dan 22/07/19

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.

Luke 03/01/19

I’ve had a client using the Import Transaction tool and they love it!

Richard 24/10/18

Brilliant. Thanks for all your help. Best wishes.

Greg 27/09/18

Hello, Great product and great renewal price and service!

Debbie 08/06/18

Thanks Danny, completely comprehensive, I would expect no less from you, thanks for your help as always!

Graham 12/10/17

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.

Karl 08/06/15

We recently purchased you sales order csv importer and it is has really been a life saver at our company.

Aidan 27/09/24

Loving the Product CSV software, it’s very easy to use.

Caroline 16/11/23

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.

Ben 13/06/23

Thanks, we will make it work using the carriage charge. Thanks again for the top advice!

Matt 28/09/21

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.

Christopher 25/02/21

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.

Tim 12/03/20

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.

Craig 22/05/19

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!

Jonathan 26/10/18

Superb! Thanks Danny, will try that tomorrow.

Neil 27/09/18

Brilliant thanks Danny sorry I knew it was in the documentation somewhere!

Ali 21/09/18

Just tested the program, I can’t believe how simple and effective it is. ADEPT Rocks!

Johnny 29/11/17

Danny – Thanks for your help today, You are the Best, as are the Tools!

Erez 02/09/16

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.

Andy 15/01/15

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Adept Sage 50 Sales Invoice CSV Tool

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Adept Sage 50 Product & BOM CSV Tool

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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.

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Adept Computer Support Ltd

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