SageForum for UK versions of Sage 50- Help and support.

Hi Forum,

(Running microsoft vista, sage line 50 ver.10.02)

I have sage line 50 installed on three computers with three different parts of my database. (Dont ask have had a bad week!)

Now I wish to merge all parts into one. I have just started using this program so just have customer files entered on here (i.e. name, a/c no & addresses.
All together it consists of 500 entries.

Now when I try to merge the files together via. File> send> contents to microsoft excel ...... only the data from the main customer window gets exported......therefore the addresses is omitted from excel file created.

Is there a way of changing the data sent to include the customer addresses so I can merge these files in excel then, is it also possible upload this file back to sage?

I hope someone can help.....


Thanks in advance

H (Newbie)

P.s If there is any other possible way of consilidating all my records please let me know.

There is no need to go via Excel (Excel can be overly helpful sometimes eg AUG001 It will read as the first of august not a customer accountref)

In the customer ledger go to reports>customer details reports>Customer Record CSV (Extended)
generate to file
when prompted for a file name enter the fileneam to save as and then use the drop down below the box for the filename to select "csv"
save the file

This file is the correct format to import back in to sage 50.

Sage will not duplicate so just repeat the process for each dataset.

If you really want to you can edit/merge/consolidate them in Excel, but be really careful that Excel doesn't convert things inappropriately.

Backup before you start importing in case of mistakes.

Thanks,

It worked perfectly!