Advice for importing products and services

To import data into Sage Active, review the following instructions and information.

1. Respect the file structure.
   Do not delete the first three lines of the CSV file:
   • • Line 1: This header line contains the titles of the data that needs to be included.
       Asterisks indicate that it is mandatory to include this data in the file.
   • • Line 2: This line contains the translations from line 1 in square brackets.
     • Line 3: This line displays examples of entries in the CSV file.
2. Copy or enter your data starting at line 4.
   • If mandatory data is missing or incorrect, the product or service will not be imported.
   • If data exceeds the maximum length, it will be imported and truncated to the maximum length.
   • If you are modifying exported data from an accounting or business management application through Excel, do not use a comma as a decimal separator because this can not not be imported. You will need to use a period for the decimal separator to be correctly imported.

The data that you can include in an import is presented below. To navigate between sections of this page more efficiently, follow the links in the What is on this page section on the right hand side of the page.

Category

Title: Category

Mandatory: No

Format / max. length: 1 numeric character

Values 

Code

Title: Code

Mandatory: Yes

Format / max. length: 15 alphanumeric characters

Name

Title: Name

Mandatory: Yes

Format / max. length: 50 alphanumeric characters

Inactive product or service

Title: Inactive

Mandatory: No

Values 

ON or OFF.

Release date

Title: CreationDate

Mandatory: no

Format / max. length: DD/MM/YYYY

Description

Title: Description

Mandatory: No

Format / max. length: 250 alphanumeric characters

Internal comments

Title: Comments

Mandatory: No

Format / max. length: 65536 alphanumeric characters

Tax

Title: TaxName

Mandatory: No