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Standard Sage 50 Imports - Customer Records
Import Sage 50 Customer Records
Import Sage 50 customer (i.e. sales ledger) records from a CSV file formatted as for Sage's built in import routine plus some additional fields.
The field order is specified below, for users using a spreadsheet to prepare data we have also included column letters. A custom layout with addition fields can be created for a small charge.
| Field | Description | Notes | |
| 1 | A | Account Reference | This must be just the letters A to Z and the Numbers 0 to 9 You can not have any spaces |
| 2 | B | Account Name | |
| 3 | C | Address 1 | |
| 4 | D | Address 2 | |
| 5 | E | Address 3 | |
| 6 | F | Address 4 | |
| 7 | G | Address 5 | |
| 8 | H | Contact Name | |
| 9 | I | Telephone | |
| 10 | J | Fax | |
| 11 | K | Analysis 1 | |
| 12 | L | Analysis 2 | |
| 13 | M | Analysis 3 | |
| 14 | N | Department Number | |
| 15 | O | Vat Registration Number | |
| 16 | P | MTD Turnover | |
| 17 | Q | YTD Turnover | |
| 18 | R | Prior Year Turnover | |
| 19 | S | Credit Limit | |
| 20 | T | Terms | Text description for adding to invoices. |
| 21 | U | Settlement Days | Number of days before settlement discount is no longer applied. |
| 22 | V | Settlement Discount | 5 = 5% enter the discount for early settlement. |
| 23 | W | Nominal Code | The default nominal code for transactions on this account. |
| 24 | X | Tax Code | The default Tax code for the account (normally T1 but you will want to change this if and import/export) |
| 25 | Y | Trade Contact | |
| 26 | Z | Telephone 2 | |
| 27 | AA | ||
| 28 | AB | Web address | |
| 29 | AC | Discount Rate | |
| 30 | AD | Payment Due Days | |
| 31 | AE | Terms Agreed Flag | |
| 32 | AF | BANK_NAME | |
| 33 | AG | BANK_ADDRESS_1 | |
| 34 | AH | BANK_ADDRESS_2 | |
| 35 | AI | BANK_ADDRESS_3 | |
| 36 | AJ | BANK_ADDRESS_4 | |
| 37 | AK | BANK_ADDRESS_5 | |
| 38 | AL | BANK_ACCOUNT_NAME | |
| 39 | AM | BANK_SORT_CODE | |
| 40 | AN | BANK_ACCOUNT_NUMBER | |
| 41 | AO | BACS_REFERENCE | |
| 42 | AP | BACS | |
| 43 | AQ | CURRENCY | |
| 44 | AR | HOLD_MAIL | |
| 45 | AS | ACCOUNT_OPENED | |
| 46 | AT | NEXT_CREDIT_REV | |
| 47 | AU | LAST_CREDIT_REV | |
| 48 | AV | ACCOUNT_STATUS | |
| 49 | AW | CAN_APPLY_CHARGES | |
| 50 | AX | COUNTRY_CODE | |
| 51 | AY | PRIORITY_SUPPLIER | |
| 52 | AZ | OVERRIDE_PRODUCT_TAX | |
| 53 | BA | OVERRIDE_PRODUCT_NOMINAL | |
| 54 | BB | BANK_ADDITIONAL_REF1 | |
| 55 | BC | BANK_ADDITIONAL_REF2 | |
| 56 | BD | BANK_ADDITIONAL_REF3 | |
| 57 | BE | BANK_IBAN | |
| 58 | BF | BANK_BICSWIFT | |
| 59 | BG | BANK_ROLL_NUMBER | |
| 60 | BH | REPORT_PASSWORD | |
| 61 | BI | DUNS_NUMBER | |
| 62 | BJ | PAYMENT_METHOD | |
| 63 | BK | SEND_LETTERS_ELECTRONICALLY |
Details of the sizes, limitations and other fields available in the Sales Ledger table are here
