Advice for importing third parties: French legislation

To import third party’s 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 third party 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.

Third party type

Mandatory: Yes
Format: Enter a number from the values table.
Values:

Type	Corresponding value	Example
Customer Supplier Employee	1 2 3	For a customer, enter 1.

Code

Mandatory: Yes
Format: A unique code up to 17 alphanumeric characters to identify your third party in Sage Active.

Business or person name

Mandatory: Yes
Format: The third party’s name up to 70 alphanumeric characters.

Trade name

Mandatory: No
Format: The third party’s registered trade name up to 70 alphanumeric characters.

Country

Mandatory: No
Format: The ISO Alpha-2 code for the third party’s country of operation entered as 2 alphabetical characters.
If this field is left blank, the country is automatically set to France.

Identification type

This value is not required for French legislation. Leave this column blank.

SIRET/SIREN or identification number

Mandatory: No
Format: The third party’s alphanumeric SIRET/SIREN or identification number.

Ledger account

Mandatory: No
Format: The alphanumeric ledger account code used for the third party.
If this field is left blank, Sage Active will use the default third party ledger account set in your ‘Accounting configuration’. This only applies to customers and suppliers.

Purchase account

Only applicable to suppliers.
Mandatory: No
Format: The alphanumeric purchase ledger account code used for purchases from this third party.
If this field is left blank, Sage Active will use the default purchase ledger account set in your ‘Accounting configuration’.

Personal income tax treatment

This value is not required for French legislation. Leave this column blank.

EU VAT number

Mandatory: Yes, for intracommunity third parties.
Format: The third party’s EU VAT number up to 25 alphanumeric characters.

NAF or APE code

Mandatory: No
Format: The third party’s NAF or APE code up to 50 alphanumeric characters.

Cash VAT

Only applicable to suppliers.
Mandatory: No
Values: ON or OFF.

Equivalence Surcharge

This value is not applicable for French legislation. Leave this column blank.

Address line

Mandatory: No
Format: The third party’s address line up to 70 alphanumeric characters.

When importing your third party in Sage Active, the address line information is shown over two lines in your customer’s address details. The first 35 characters entered to this field will show in the first line, with any remaining characters shown in the second line.

Address country

Mandatory: No
Format: The ISO Alpha-2 code for the country of the third party’s registered address entered as 2 alphabetical characters.
If this field is left blank, the country is automatically set to France.

Postal code

Mandatory: No
Format: The postal code of the third party’s registered address up to 20 alphanumeric characters.

City

Mandatory: No
Format: The city of the third party’s registered address up to 35 alphanumeric characters.

Province

Mandatory: No
Format: The province of the third party’s registered address up to 35 alphanumeric characters.

Title

Mandatory: No
Format: The title of the third party’s main contact. Enter a number from the values table.
Values:

Type	Corresponding value	Example
Mr Miss Not specified	1 2 3	For miss, enter 2.

Contact first name

Mandatory: No
Format: The first name of the third party’s main contact up to 35 alphanumeric characters.

Contact last name

Mandatory: No
Format: The last name of the third party’s main contact up to 35 alphanumeric characters.

Contact job title

Mandatory: No
Format: The job title of the third party’s main contact up to 35 alphanumeric characters.

Contact job area

Mandatory: No
Format: The job area of the third party’s main contact up to 35 alphanumeric characters.

If the job area is not available in Sage Active, the third party is created without it.

Contact phone number

Mandatory: No
Format: The phone number of the third party’s main contact up to 20 alphanumeric characters.

Contact phone number type

Mandatory: No
Format: The communication medium of the third party’s main contact. Enter a number from the values table.
Values:

Type	Corresponding value	Example
Landline Mobile Fax Skype WhatsApp	2 3 4 5 6	For mobile, enter 3.

Contact email

Mandatory: No
Format: The email address of the third party’s main contact up to 100 alphanumeric characters.

Contact email type

Mandatory: No
Format: The email category of the third party’s main contact. Enter a number from the values table.
Values:

Type	Corresponding value	Example
Invoices Payments Other	2 3 4	For an e-mail address for payments, enter 3.

Contact website name

Mandatory: No
Format: The website name for the third party’s main contact up to 30 alphanumeric characters.

Contact website link

Mandatory: No
Format: The website link for the third party’s main contact up to 70 alphanumeric characters.

Payment type

Only applicable if you’re importing payment terms for the third party.

Payment terms: Only one instalment is imported

If a third party has payment terms spread over multiple instalments (such as payments in 3 instalments), only one instalment will be imported. Therefore, it is essential to check the payment terms of each imported third party and complete them where necessary by adding instalments.

Mandatory: Yes, if payment terms are added.
Format: The conditions for payment terms used for this third party. Enter a number from the values table.
Values:

Type	Corresponding value	Example
Percentage Remaining amount	2 4	For a percentage, enter 2.

Value

Mandatory: Yes, if payment terms are added.
Format: If 2 is filled in for the Payment type, enter 100. If 4 is filled in, do not enter anything.

Days after invoice date

Mandatory: Yes, if payment terms are added.
Format: The number of days after the invoice date that the payment is due up to 10 numeric characters.

Payment days

Mandatory: No
Values: The day or days of the month that the payment is requested. Several days can be specified in the import file by using the “|” character to separate values from 1 to 30 days.
Enter 99 for the Last day of the month.

Payment method

Mandatory: No
Format: The payment method used in the payment terms.
Values: Only enter payment methods that are present in Sage Active.

Comments

Mandatory: No
Format: Notes or comments for the third party up to 2000 alphanumeric characters.

Inactive

Mandatory: No
Values: ON or OFF.

Inactive date

Mandatory: Yes, if Inactive is ON.
Format: The date that the third party is set as inactive in the format DD/MM/YYYY.