To Run the Program
- If you have Financial Controller / Sage 50 Accounts Professional, run the program by clicking the CSV Import button on the Sage 50 Product module tool bar.
- Alternatively, run the program by selecting 'Adept Tools' and then 'Price CSV Import' from the Windows Start Button / Programs Menu.
The main program window:
The window can be resized by dragging the corners or edges. The status bar at the bottom of the window will display a progress bar when the program is busy. When the program is idle, the contents of the current CSV file will be displayed.
| The columns in the CSV File Contents list are: |
| CSV File Contents |
The contents of the CSV file row |
| Product |
The Product Stock Code |
| Description |
The Product Description. |
| Status |
OK or an Error Message. |
Company Box
- The Company Name from your Sage Line 50 data files will be displayed here.
CSV File Box
- Enter the path and file name of the CSV file that contains the data that you want to import.
- Alternatively, you can press the Browse button to use the standard Windows file browser to help locate your CSV file.
Allow New Products to be Created Tick Box
- Tick this box if you want the program to create a new Product record when it encounters a Product Stock Code in the CSV file that does not exist in Sage Line 50 / Sage Accounts 50.
- In this case, you must have a DESCRIPTION column in the CSV file.
- Untick the box if you will only be updating existing Products.
- In this case, a DESCRIPTION column in the CSV file is optional.
- The program will show an error message against any product stock codes that do not already exist in Line 50
Blank Fields are left Unchanged Tick Box
- If this box is ticked the program will leave the current contents of Product file fields untouched if the field is empty in the CSV file.
- Untick the box if you want the Product file field to be cleared when the CSV field is empty.
Menu Button
Click this button to display the program's menu
- Fields
- Export
- Options
- Sage Path
- User name
- Licence
- About
- Help
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Exit Button
- Click this button to close the program down.
Browse Button
- Click this button to browse for the CSV file to be loaded.
Load Button
- Press this button to import the CSV file into Sage Line 50.
- The program will check the CSV file and if any errors are found appropriate error messages will be displayed in the Status column.
- If all is well, the following dialog will be displayed to allow you to confirm that you want to import the Products.
Fields Menu Option
Select this option to display information about the Product Field Names that are available to you in your version of Sage Line 50.
- To create a new template CSV file tick the boxes alongside the fields that you want to create columns for.
- When you close the Product Fields dialog you will be prompted to save your Template CSV file in a folder and with a name of your choice.
Export Menu Option
- Select this option to export the data in your current Line 50 Product file into the current template.
- Any data that is already in the template will be overwritten.
Sage Path Menu Option
- Select this option to display the Path to your Sage Line 50 data.
(See Installation section below).
User Name Menu Option
- Select this option to display the User Name and Password dialog. (See Installation section below)..
Licence Menu Option
- Select this option to display the Licence dialog.
(See Installation section below).
About Menu Option
- Select this option to display information about the program.
CSV File Format
The first row of the CSV file must contain the Sage Line 50 / Sage Accounts 50 Product file field names that the data is to be imported to.
Mandatory Columns
- You must have a column whose heading is STOCK_CODE
- If the "Allow New Products to be Created" box is ticked then you must also have a column whose heading is DESCRIPTION
Memo Column
- The contents of a column whose heading is MEMO will be imported into the Product Memo.
- To create a multi line Memo in Excel you should hold down the Alt key while you press Enter at the end of each line.
- This trick may also be used if you have a WEB_LONGDESCRIPTION column.
CLEAR Columns
- A CLEAR column is created by prefixing CLEAR_ to the field name.
- For example, to create a CLEAR column for the LOCATION field you should use the heading CLEAR_LOCATION.
- For each Product row the contents of a CLEAR column should be either Y to clear the field or N to not clear the field.
- umeric fields are cleared to zero whereas text fields are emptied.
Now for the clever bit.
- If you create a CLEAR column but only use a partial field name the program will clear all fields that match.
- For example, a column that is headed CLEAR_DISC_A will clear all fields belonging to Discount Table A.
- To clear all five Discount Tables in one fell swoop you would use a column headed CLEAR_DISC.
- Another example is CLEAR_COMPONENT which will clear the whole BOM table.
- Needless to say, you should use this facility with caution.
N.B. CLEAR columns are processed before any normal columns regardless of the column order
Technical Notes
If a text field contains an embedded comma you should enclose the field with " quotation marks as in the last line of the example below. If you are using Microsoft Excel to create the CSV file this will happen automatically.
Try to avoid using the " quotation mark in your data.
If you have to use it, you should enclose the field with " quotation marks as with embedded commas. You also need to convert each embedded quotation mark to two consecutive quotation marks. For example ,3" Ruler, becomes ,"3"" Ruler", and ,"Chez Nous", becomes ,"""Chez Nous""", i.e. three quotation marks in a row at either end.
As with commas Microsoft Excel should do this for you automatically.
Windows CSV file records are terminated with CrLf (Carriage Return Line Feed) which is what you get in Notepad if you press the Enter key. This means that you are not able to embed CrLf in a field. To allow a multi-line MEMO or WEB_LONGDESCRIPTION to be entered the the program will convert a single Lf to CrLf when loading the field. Excel will create a single Lf in a cell if you hold down the Alt key and hit Enter
Example
(Note - we've had to wrap the header row onto two lines to fit here but it must be all on the first row of your Excel spreadsheet otherwise the import will fail)
STOCK_CODE,DESCRIPTION,DISC_A_LEVEL_1_QTY,
DISC_A_LEVEL_1_RATE,CLEAR_DISC_A
PROD001,Product One,2,5,Y
PROD002,Product Two,3,10,Y
PROD003,Product Three,2,5,Y
PROD004,Product Four,3,10,Y
PROD005,"Red, Green and Yellow Ballons",2,5,Y
Field Names
This is a list of some of the more common field names. For brevity, some of the field names have been shown with only one entry where there are several permutations of a similar name. For a complete list use the the Fields menu option described above.
| Name |
Description |
Length |
| COMMODITY_CODE |
Commodity Code |
30 |
| COMPONENT_CODE_n * |
Component Stock Code 1 |
30 |
| COMPONENT_QTY_n * |
Component 1 Quantity |
8 |
| CUSTOM_1 |
Custom Field 1 |
60 |
| CUSTOM_2 |
Custom Field 2 |
60 |
| CUSTOM_3 |
Custom Field |
60 |
| DEPT_NUMBER |
Department Number |
2 |
| DESCRIPTION |
Description |
60 |
| DISC_x_LEVEL_y_QTY * |
Discount Table x, Break Level y, Quantity |
8 |
| DISC_x_LEVEL_y_RATE * |
Discount Table x, Break Level y, Rate |
8 |
| LOCATION |
Location |
16 |
| NOMINAL_CODE |
Nominal Code |
8 |
| PURCHASE_REF |
Supplier's Account Reference |
8 |
| QTY_REORDER |
Reorder Quantity |
8 |
| QTY_REORDER_LEVEL |
Reorder Level |
8 |
| SALES_PRICE |
Sale Price |
8 |
| STOCK_CAT |
Stock Category Number |
2 |
| STOCK_CODE |
Stock Code |
30 |
| SUPPLIER_PART_NUMBER |
Supplier's Part Number |
16 |
| TAX_CODE |
Tax Code |
2 |
| UNIT_OF_SALE |
Unit of Sale |
8 |
| UNIT_WEIGHT |
Unit of Weight |
8 |
| WEB_DESCRIPTION |
Web Description |
60 |
| WEB_IMAGE |
Web Image Filename |
60 |
| WEB_LONGDESCRIPTION |
Web Long Description |
1023 |
| WEB_PUBLISH |
Web Publish Flag |
2 |
| WEB_SPECIAL_OFFER |
Web Special Offer |
2 |
* x = A to E, y = 1 to 10 and n = 1 to 10 (50 in Line 50 v12+)
(Video Tutorials - coming soon!)
v15.0.15 Small Icon in Sage 50 Stacked Toolbar
v15.0.15 Web Update
v15.0.16 Sage Instant Compatibility
v15.0.17 Fix Blank Dates Problem
v15.0.17 Set export DP to larger of Unit DP and Quantity DP
v15.0.18 Limit Trial to 10 Records per Import
v15.0.19 Ability to read a Unicode CSV file
v15.0.20 Invalid version error allows a web update to be run
v15.0.20 Show the About dialog on first run and after web update
v15.0.20 Fix bug with obtaining the last data path after toolbar buttons have been added
v15.0.21 Common Library
v16.0.22 Sage 50 2010 Compatibility
v16.0.22 Move Options file to Sub Folder
Simple and Straightforward
Installation of the Product CSV Import for Sage Line 50 / Sage 50 is simple and straightforward and should take no more than a few minutes. Comprehensive step-by-step instructions are provided.
Prior to installation you will need to:
- Ensure that you have installed all the appropriate patches and updates from the Sage update site for your version of Sage (comprehensive notes are provided with the download)
- Obtain from Sage a Serial and Activation key to enable '3rd Party Integration'.
Notes and telephone numbers are provided with the download but Sage will want to know the main serial number for your copy of Sage and the version number - found by going to Sage 50,'s HELP / ABOUT menu option.
N.B. The same 3rd Party Integration keys can be used for all addons that require them
- A 30 day free trial of the Sage 50 Product CSV Import, limited to 10 lines per import, is available for download.
- The trial can be unlocked by purchasing a full licence - you will not loose any settings
- Still got questions? Checkout the FAQ section
| Ref: S50-012 |
Sage 50
Product CSV Import |
£69.00
(£79.35 inc VAT) |
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