To import data into Sage Active, review the following instructions and information.
- 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 1: This header line contains the titles of the data that needs to be included.
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- 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.
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- Copy or enter your data starting at line 4.
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.
Release date
Title: CreationDate
Mandatory: no
Format / max. length: DD/MM/YYYY
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
Account
Title: SalesLedgerAccount
Mandatory: No
Price
Title: SalesUnitPrice
Mandatory: No
Format / max. length: Numeric
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.
Lock delivery notes
Title: BlockSalesDeliveryNotes
Mandatory: No
Values
ON or OFF.
Lock invoices
Title: BlockSalesInvoices
Mandatory: No
Values
ON or 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
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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