Import & Export Add-Ons for Sage
Import & Export Add-Ons for Sage 50 & 50cloud
This range of Adept Add-On Tools have been developed to assist with importing and exporting data to and from Sage 50 & 50cloud. They resolve the most common requirements that are not available in the core accounting software. The Sales Invoice CSV & Transaction CSV Tools have been the most popular Add-Ons over the last few years to Import into Sage 50 & 50cloud Accounts. You can get a free 30 day trial for all of our Sage 50 Data Import & Export Tools below.
Choose from:
Address CSV | Customer CSV | Fixed Asset CSV | INV Header CSV | Own Part Numbers | POP Header CSV | Price CSV | Product & BOM CSV | Project Charge CSV | Purchase Order CSV | Sales Invoice CSV | Sales Order CSV | SOP Header CSV | Supplier CSV | Transaction CSV
Adept Add-On Tools Import into Sage 50 Data
Best Sellers in this Range
Sales Invoice CSV
This program will import Sales Invoices into the Sage 50 Invoices and Credits Module from a CSV file, the current best seller in our Add-Ons range.
- Can be used to import data into any field in the Sage 50 Invoice 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.
- Will import Excel style multi line data into the Service Text field.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Create new template CSV files by selecting fields from a list of available field names.
- Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
- Export option will load your CSV template with data from your current invoice files.
- In a multi company Sage environment the company that each invoice 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.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Transaction CSV
This program can import and export Transactions into the Sage 50 Audit Trail from a CSV file. Unlike the standard Sage 50 importer you can import Donations, set Gift Aid & Small Donation flags so it’s a great Add-On for Charity’s!
- Correctly creates a single header with multiple splits for invoices and other grouped transactions including Foreign Currency.
- 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.
- Import Sage 50 v27.2’s new OSS and IOSS fields.
- Import Sage’s new two part Postponed VAT transactions.
- New field HEADER_DETAILS allows you to import the Header Details field separately from the Split Details field.
- Will import SR & PP transactions with auto allocation by invoice number or reference held in any of the invoice’s reference or detail fields.
- Import a Bank Transfer, eBanking payment types and an Invoice and Payment together plus Charity Donations with Auto Gift Aid & Small Donation flags.
- Optionally create new Customer/Supplier records if the Account Ref is not found and monitor a specified folder for new CSV files & import them automatically.
- 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.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Sales Order CSV
This program will import Sales Orders into the Sage 50 Sales Order Module from a CSV file.
- Can be used to import data into any field in the Sage 50 Sales Order 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.
- Will import Excel style multi line data into the Service Text field.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Create new template CSV files by selecting fields from a list of available field names.
- Setting the STATUS column to ALLOCATED will allocate available stock to the new order.
- Optionally set the sales order STATUS to be ALLOCATED by default during import.
- Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
- Export option will load your CSV template with data from your current sales order files.
- Option to be run from the command line with -F.
- In a multi company Sage environment the company that each order 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.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Purchase Order CSV
This program will import Purchase Orders into the Sage 50 Purchase Order Module from a CSV file.
- Can be used to import data into any field in the Sage 50 Purchase Order 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.
- Will import Excel style multi line data into the Service Text field.
- Setting the Status of an order to ON-ORDER will update the product on order counts.
- Setting the Status of an order to COMPLETED can optionally update the product stock levels and create a GDN.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Option to be run from the command line with -F.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current purchase order files.
- In a multi company Sage environment the company that each invoice 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.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Product & BOM CSV
This program will import and export Products, BOM’s and Components into the Sage 50 Product File from a CSV file.
- Can be used to import data into any field in the Sage 50 Product 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.
- Will import Excel style multi line data into the Product Memo and Web Long Description fields.
- Unlike the standard Sage 50 importer, you can import into virtually every field in the Product file inc Discount Tables and BOM components.
- Optionally import Product Custom Alerts (Sage v27.1 and higher only).
- A new BOM_TRANSFER field will allow you to trigger a BOM Transfer, BOM_OUT can transfer components without creating an MI.
- Option to run the program from the command line inc Filename for Import/Export and the Sage path.
- Export option will load your CSV template with data from your current product & BOM files.
- A special CLEAR option will allow entire Discount or BOM tables to be cleared with only one column in the CSV file.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Price CSV
This program will import Customer Special Prices, Customer Price List Prices and Supplier Price List Prices into the Sage 50 Price File from a CSV file.
- Can be used to import data into any field in the Sage 50 Price 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.
- A simple five column CSV file handles most situations.
- 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.
- Export option will load your CSV template with data from your current price files.
- The program can be run from a button in the Sage 50 Product Module (dependant on Sage version).
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Adept Add-On Tools Import into Sage 50 Data
Customer CSV
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 Memo.
- Can be used to import data into any field in the Sage 50 Invoice 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).
- Optionally run the program from the command line to automatically import or export single CSV files.
- Will import Excel style multi line data into the Customer Memo field.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Optionally move the CSV file to an Archive folder after it has been successfully imported.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current customer files.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Address CSV
This program will import Addresses into the Sage 50 Customer Delivery Address Files from a CSV file.
- Can import data into any field in the Sage 50 Customer Delivery Address file that is exposed by the Sage SDO.
- The column headings in row 1 of the CSV file are used to define the fields that the data should be imported into.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current address files.
- Import Contacts into the Address File when used with Sage 50 v15 (2009) or higher.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Supplier CSV
This program will import Suppliers into the Sage 50 Supplier File from a CSV file. Unlike the standard Sage 50 CSV Supplier import you can import data into virtually every field in the Supplier file including the Supplier Memo.
- Can be used to import data into any field in the Sage 50 Suppliers 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 Supplier Custom Alerts (Sage v27.1 and higher only).
- Will import Excel style multi line data into the Supplier Memo field.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Optionally move the CSV file to an Archive folder after it has been successfully imported.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current supplier files.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Adept Add-On Tools Import into Sage 50 Data
Project Charge CSV
This program will import Project Charges and Project Credits into the Sage 50 Project Costing module from a CSV file.
- Can be used to import data into any field in the Sage 50 Project 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.
- The CSV file contents are displayed, along with any error messages, before the import takes place.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Optionally move the CSV file to an Archive folder after it has been successfully imported.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Fixed Asset CSV
This program will import Fixed Assets into the Sage 50 Fixed Asset File from a CSV file.
- Can be used to import data into any field in the Sage 50 Fixed Asset 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.
- The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current fixed asset files.
- The program can be run from a button in the Sage 50 Fixed Asset Module (Professional only).
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Own Part Numbers
This program will manage customer’s and supplier’s own part numbers and descriptions.
- Own part numbers can be held for customers, suppliers or both.
- Own part numbers may be entered manually or imported from a CSV file.
- Optionally hold own descriptions as well as or instead of own part numbers.
- High speed searching on words within product descriptions and customer/supplier names.
- An update option will load own part numbers and descriptions into orders.
- The quick update option will only process new orders or invoices.
- An export option will export own part numbers and descriptions to a CSV file.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £360.00 + VAT for a company wide licence plus Annual Renewal Fees.
Invoice Header CSV
This program will import amendments to existing Invoice headers from a CSV file.
- Can be used to import data into any field in the Sage 50 Invoice Header 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.
- The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current invoice header files.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
POP Header CSV
This program will import amendments to existing Purchase Order headers from a CSV file.
- Can be used to import data into any field in the Sage 50 Purchase Order Header 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.
- Setting the Status of an order to ON-ORDER will update the product on order counts.
- Setting the Status of an order to COMPLETED can optionally update the product stock levels and create a GDN.
- The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current purchase order files.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
SOP Header CSV
This program will import amendments to existing Sales Order headers from a CSV file.
- Can be used to import data into any field in the Sage 50 Sales Order Header 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.
- The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
- Optionally monitor a specified folder for new CSV files and import them automatically.
- Create new template CSV files by selecting fields from a list of available field names.
- Export option will load your CSV template with data from your current sales order files.
- You do not have to log other users out of Sage while using this Add-On Tool.
- Free 30 Day Trial available.
- Only £180.00 + VAT for a company wide licence plus Annual Renewal Fees.
Customer Testimonials for our range CSV Add-On Tools
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!
Thanks, I’ll check it out, I’ll be buying it. Regards.
We just ran another through, and it was perfectly happy! By the way, your software rocks!
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.
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.
Many thanks for your Danny – this is all working great now and I can confirm that we will now purchase a full licence.
Many thanks for your assistance with the Invoice CSV Tool, Once up and running- it is SO simple!
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.
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.
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.
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 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.
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!
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.
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.
Adept Sage 50 CSV Import Tools for Sage 50 Accounts
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The Adept Sage 50 Add-On Tools & Data Repair Reseller Program
Are you a Sage 50 & 50cloud Business Partner? Sage Accountants Club or Bookkeepers Club member? Other Sage 50 Accounts Professional?
If the answer is Yes, then we have an attractive Reseller scheme for companies who would like to resell our Sage 50 Add-On Tools range for 50 & 50cloud.
Please Email info@adepttools.co.uk with a subject of “Adept Tools Reseller Program” for further information. With our range of Sage 50 Add-On Tools, We make Sage 50 do what others can’t!