---
title: "Creating the Sage 50 Import Template"
slug: "creating-the-sage-50-import-template"
updated: 2023-07-20T11:30:42Z
published: 2023-07-20T11:30:42Z
canonical: "docs.avontus.com/creating-the-sage-50-import-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating the Sage 50 Import Template

Importing information into Sage 50 from Quantify requires you to create a Sage 50 import template. The procedures below show you how to do that.

To configure Sage 50 to Import from Quantify:

1. Launch Sage 50.
2. Click the **File** menu and select **Select Import/Export**.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/03fe0448-d835-452a-a778-01ccac3cb97f.png)
3. Click **Accounts Receivable**.
4. Click **Sales Journal.**
5. Click **Import**.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ef008690-023b-40c4-b194-1c4e0e94ae34.png)  
The *Sales Journal* dialog appears.
6. Click the **Fields** tab and click **Show None**, to remove the checks from all **Show** checkboxes.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/182d3a2f-fd4d-4007-9e00-079f11de0c4d.png)
7. Click the **Show**checkbox for these 26 options (to put a check in them):
  - Customer ID
  - Invoice/CM #
  - Apply to Invoice Number
  - Credit Memo
  - Date
  - Customer PO (Not currently exported)
  - Date Due
  - Sales Representative ID
  - Accounts Receivable Account (Not currently exported)
  - Sales Tax ID
  - Number of Distributions
  - Invoice/CM Distribution
  - Apply to Invoice Distribution
  - Apply to Sales Order
  - Quantity
  - Description
  - G/L Account
  - Unit Price
  - Tax Type
  - Amount
  - U/M ID
  - U/M No. of Stocking Units
  - Job ID
  - Sales Tax Agency ID
  - Recur Number
  - Recur Frequency  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/98e82064-2f7c-439c-a104-2e906aa46e9b.png)
8. Click the **Options** tab.
9. Set the **Import/Export File** location to the location into which the exported .csv files will be saved.  
**Note:** A .csv file must exist in this folder to select this location.
10. Click the **First Row Contains Headings** checkbox in the **Import Options** section, to remove its check.
11. Click **Save** to save these settings to an import template for future use.  
The *Save As* dialog appears.
12. Enter name of the template file (such as *Quantify Invoice Import*), then click **OK**.
13. When back on the **Options** tab, click **Cancel**, to dismiss this window.  
**Note:** If you click **OK** now, the Invoice Import process will begin.We recommend backing up your Sage database at this time to save this template.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ed0c62f7-a0d2-4b61-82bf-4cc5d0624732.png)