• Up

In this section:

• Introduction
• Setting up Bank Reconciliation
• VAT Return Process
• Use of Nominal Codes
• VAT Codes
• Fixed Assets
• Credit Control Letters
• Credit Management & Control
• Reports
• Keyboard Shortcuts
• Importing
• Word Merge
• Excel Link

Importing CSV Data into Line 50

Sage Line 50 includes import routines these can be used to import externally generated transactions or just to make setting up a new system easier.

Import is a little dated and does not support the same types of entries as Line 50 does natively, for example characters such as & are fine in accounts you create in L50.

The CSV format also places restrictions, you can not use " or , in any fields.

Not all fields can be imported and you will still have to set flags manually, so this is not a perfect solution, although it will save a lot of work.

1. Make sure that the data is valid and complies with the rules;
2. Get the fields in the right order;
3. Import; and
4. Fix any problems highlighted by the import.