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 

Type Corresponding value Example
Product
Service
1
2
For a product, enter 1.

 

Code

Title: Code

Mandatory: Yes

Format / max. length: 15 alphanumeric characters

Name

Title: Name

Mandatory: Yes

Format / max. length: 50 alphanumeric characters

Inactive

Title: Inactive

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Release date

Title: CreationDate

Mandatory: no

Format / max. length: DD/MM/YYYY

If the date is not provided in the file, the default is today.

Description

Title: Description

Mandatory: No

Format / max. length: 2500 alphanumeric characters

Internal comments

Title: Comments

Mandatory: No

Format / max. length: 65536 alphanumeric characters

Tax

Title: TaxName

Mandatory: No

The tax group needs to exist in Sage Active.

Account

Title: SalesLedgerAccount

Mandatory: No

If the ledger account does not exist in Sage Active, it will not be added to the product or service.

Price

Title: SalesUnitPrice

Mandatory: No

Format / max. length: Numeric

The default value is 0.

Discount

Title: SalesDiscount

Mandatory: No

Format / max. length: Numeric

Values 

The field must be completed with a numerical value the represents the discount percentage.

Lock orders

Title: BlockSalesOrders

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Lock delivery notes

Title: BlockSalesDeliveryNotes

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Lock invoices

Title: BlockSalesInvoices

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Unit of measurement

Title: UnitOfMeasurement

Mandatory: No. If no value is specified, Units will be imported for products, Hours for services.

Format / max. length: Numeric

Make sure that the unit chosen is active in the Products and services settings and only choose units from the table below. Once imported, you cannot change the unit of measurement.

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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