We currently use Sage 200 + Project Accounting. I have been asked to develop our project design database to allow us to export a component list out of our database and import this into Sage to create a B Of Q.
I am not too knowledgable about Sage, however I believe that the data could be imported from excel using a csv file.
I am trying to find out the required format of the csv file to allow Sage to import the data. Is it staight forward "Data1","Data2" etc or are special characters required.
Also, I presume that sage would require specific column headers within the excel spreadsheet to allow a correct import. Does anyone know of a point of reference that would indicate what the correct column headers are.
As you can probably tell I have just begun researching this topic and so any info regarding this subject would be appreciated. I have no problem creating csv files I just need to know how these must be formatted to allow Sage 200 to create a B of Q.
Hi James - I use Sage Instant Accounts and import to the Sales Ledger from a CSV file in Excel. I found a list of the required fields etc in Sage Help. I've just checked and it's in Help, under Import, then, File Details. Hope this is of some help. Regards. Tori
I am no expert on the infernal workings of Sage but I believe there is no special character requirements, just assigning the field heading to appropriate Sage fields.
We do have a couple of specialist on here, and it's always handy to have another one but most of us are end users, so our knowledge is a bit limited.
If you are researching you will probably get more in depth technical help on the specialist Sage forum for developers.
but most of us are end users, so our knowledge is a bit limited.
