Importing third parties

You can import additional third parties (customers, suppliers, employees) to Sage Active to avoid manual data entry in the application. 

To import third parties:

1. Access Import third parties.

   Settings > Imports – Import third parties

   Third parties > Customers or Suppliers or Employees >  > Import third parties

2. Download the import template.
3. Open the import template (CSV file).
4. Enter your third party data following the specific instructions for French, German or Spanish legislation.
5. Save the file.
6. Drop the file into the upload area on the Import third parties screen.

You can view the progress of your import in the Description column.
The status Imported confirms that your third parties data is successfully imported.

To check for errors, use the menu located at the end of each line.