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.
      • Line 2: This line contains the translations from line 1 in square brackets.
        Asterisks indicate that it is mandatory to include this data in the file.
      • 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 product or service

Title: Inactive

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Creation 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: 250 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.

Sales ledger 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.

Unit price excluding VAT

Title: SalesUnitPrice

Mandatory: No

Format / max. length: Numeric

The default value is 0.

Discount percentage

Title: SalesDiscount

Mandatory: No

Format / max. length: Numeric

Values 

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

Locked orders

Title: BlockSalesOrders

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Locked delivery notes

Title: BlockSalesDeliveryNotes

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

Locked invoices

Title: BlockSalesInvoices

Mandatory: No

Values 

ON or OFF.

The default value is OFF.

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