Importing the .csv File into Sage 50

Once the information in Quantify has been exported as a .csv file, you can import it into Sage 50.

Important:  We STRONGLY recommend ALWAYS backing up your Sage 50 database prior to importing, to facilitate restoring the database pre-import. In cases when importing into Sage 50 fails, partial importing can occur. If it does, perform a database restore. 

To import the .csv file into Sage 50:

1. Launch Sage 50.
2. Click the File menu and select Select Import/Export.
   The Select Import/Export dialog appears.
3. Click Accounts Receivable on the left.
4. On the right, click the name of the import template.
   Note: For this example, select the Quantify Invoice Import template created in previous steps.
5. Click Import.
   The Template window appears.
6. Click the Options tab and select the .csv file you want to import.
   Note: Leave a check in the First Row Contains Headers checkbox (in the the Import Options section).
7. Click OK.
   Sage 50 prompts you to create a backup before attempting to import.
8. Create the back up.
9. After a backup has been created, click Yes to continue.
   When import is successful, Sage 50 silently completes the import.
   Note: Sage 50 will not inform you when it is done.
   If Sage 50 encounters issues, it will display error messages.