To import products and services in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors.
Before entering any data, you need to ensure your file includes the exact columns and first three rows of information from the import template. These rows provide the following:
- Line 1: Contains the titles of the data that need to be included. Asterisks indicate that a field is mandatory.
- Line 2: Contains the translations from line 1 in square brackets.
- Line 3: Contains examples of correctly formatted entries in the CSV file.
When you’re ready, you can start entering your data on line 4, where each line that you enter represents a single customer, supplier or employee. 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.
- If mandatory data is missing or incorrect, the product or service will not be imported.
- If data exceeds the maximum length for an optional field, 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.
Product or service information
The information about the following columns is available in this section:
| Category | Code | Name |
| Inactive | CreationDate | Description |
| Comments | TaxName | SalesLedgerAccount |
| SalesUnitPrice | SalesDiscount |
Category
Mandatory: No
Format: numeric
Values:
| Type | Corresponding value | Example |
| Product Service |
1 2 |
For a product, enter 1. |
Code
Mandatory: Yes
Format: The unique code up to 15 alphanumeric characters to identify the product or service in Sage Active.
Name
Mandatory: Yes
Format: The product or service name up to 50 alphanumeric characters.
Inactive
Mandatory: No
Values: ON or OFF.
CreationDate
Mandatory: no
Format: The date the product or service is first sold in the DD/MM/YYYY format.
Description
Mandatory: No
Format: A description for the product or service up to 2500 alphanumeric characters.
Comments
Mandatory: No
Format: Notes or comments for the product or service up to 250 alphanumeric characters.
TaxName
Mandatory: No
Format: Enter the tax name from the values table for your legislation. The percentage is provided for your reference and does not need to be included.
Values:
French legislation
| Tax name | Percentage |
| Normal Réduit Super réduit Zéro |
20% 10% 5,5% 0% |
German legislation
| Tax name | Percentage |
| Ermäßigter Steuersatz Standardsteuersatz Steuerfrei |
7% 19% 0% |
Spanish legislation
| Tax name | Percentage |
| Exento General No Sujeto Reducido Reducido mínimo Super reducido Super reducido mínimo Tipo 0 |
0% 21% 0% 10% 7,5% 4% 2% 0% |
SalesLedgerAccount
Mandatory: No
Format: The alphanumeric ledger account code used to record invoice journal entries.
SalesUnitPrice
Mandatory: No
Format: Numerical value representing the sales unit price of the product or service.
SalesDiscount
Mandatory: No
Format: Numerical value representing the discount percentage.
Document information
The information about the following columns is available in this section:
| BlockSalesOrders | BlockSalesDeliveryNotes | BlockSalesInvoices |
BlockSalesOrders
Mandatory: No
Values: ON or OFF.
BlockSalesDeliveryNotes
Mandatory: No
Values: ON or OFF.
BlockSalesInvoices
Mandatory: No
Values: ON or OFF.
Units
UnitOfMeasurement
Mandatory: No. If no value is specified, Units will be imported for products, Hours for services.
Format: The unit of measurement for the product or service. Enter a number from the values table.
Values:
| Type | Corresponding value | Example |
| Not specified Cubic metre Day Gram Hour Kilogram Kilometre Litre Metre Milligram Millilitre Month Night Pack Percentage Square metre Tonne Unit |
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 |
For kilogram, enter 5. |
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