Import your contacts into Sage
If you regularly deal with the same customers and suppliers, you can either manually create their records, or to save time you can import them using Comma Separated Value (CSV) files.
CSV files are files held in a standard format that other software can use. They’re often used to transfer information between different software such as Sage and Microsoft Excel.
To help you import your contacts, we’ve created a CSV template which you can download as part of the import routine. The template CSV file includes an example of what you need to enter in each column. To download the template, click the link below, or follow steps 1 to 5 in the To import your contact records section. If you want to know more about the CSV file format, please see the section below.
If you want to import both customers and suppliers, you must create one CSV file for your customers and another for your suppliers. The maximum file size you can import is 0.5MB.
To import your contact records, the CSV file needs to be in the following format:
|A||Reference||Text||Yes||Maximum 10 characters and must be unique to this record.|
|C||Currency||Text||No||This is the currency code, for example, for euros, the code is EUR for pound sterling it’s GBP. To use your default currency leave this blank.|
|E||Main Address Type||Text||No||To use the default of Delivery, leave this blank. Alternatively, enter one of the following:
|F||Main Address Line 1||Text||No|
|G||Main Address Line 2||Text||No|
|H||Main Address Town||Text||No|
|I||Main Address County||Text||No|
|J||Main Address Post Code||Text||No||Maximum 10 characters.|
|K||Main Address Country||Text||No||This is the country code, for example, GB for Great Britain (UK) or IE for Ireland. Maximum 2 characters.|
|L||Main Contact Name||Text||Yes||Enter the name of the contact at this company, alternatively to use the default of Main Contact, leave this blank.|
|M||Main Contact Phone||Number||No||Maximum 50 characters.|
|N||Main Contact Type||Text||No||To use the default of Accounts, leave this blank. Alternatively, enter one of the following:
|O||Main Contact Mobile||Number||No||Maximum 50 characters.|
|P||Main Contact Email||Text||No||This must be a valid email address, for example, email@example.com.|
|Q||Main Contact Fax||Number||No||Maximum 50 characters.|
|R||Address 2 Type||Text||No||To use the default of Delivery, leave this blank. Alternatively, enter one of the following:
|S||Address 2 Line 1||Text||No|
|T||Address 2 Line 2||Text||No|
|U||Address 2 Town||Text||No|
|V||Address 2 County||Text||No|
|W||Address 2 Post Code||Text||No||Maximum 10 characters.|
|X||Address 2 Country||Text||No||This is the country code, for example, GB for Great Britain or IE for Ireland. Maximum 2 characters.|
|Y||VAT Number||Text||No||This must be a valid VAT number. For more information about VAT number formats, please see our VAT numbers article.|
|Z||Ledger Account||Number||No||Note: This is the same as a category. To use the default category leave this blank.
Tip: For customers, the default sales category is 4000, and for suppliers, the default purchase category is 5000. You can check your categories from More then Settings then Chart of Accounts.
|AA||Payment terms||Number||No||The number of credit days this contact has. To use the default payment terms, leave this blank.|
|AB||Notes||Text||No||Maximum 500 characters.|
|AC||Bank Account Name||Text||No|
|AD||Bank Account Sort Code||Number||No||This must be a valid sort code, for example, 11-22-33.|
|AE||Bank Account Number||Number||No||Maximum 25 characters.|
|AF||Bank Account IBAN||Number||No|
|AG||Bank Account BIC||Number||No||Maximum 11 characters.|
- 1. Go to Contacts and click either the New Customer or New Supplier button. From the drop-down list click Import Customers or Import Suppliers.
- 2. To download the template, click the Download a template CSV here link.
Depending on your internet browser, one of the following happens:
- The file opens in Microsoft Excel.
- The file downloads automatically to your Downloads folder. Browse to your Downloads folder and open the file.
- You’re prompted to open or save the file. Click Open.
If you’ve already created a CSV file without using the template, you should download the template and check your file is in the correct format, including the header row, as if it’s not, the import can fail. If your file isn’t in the right format, before continuing, you should amend it, so it matches the template then go to step 6.
- 3. Enter the required information in the CSV file.
The template shows examples of what you should enter. You should delete these example lines before importing your records. Don’t amend the column headings.
- 4. Go to File and click Save As then browse to the location in which you want to save your file. For example, your Windows desktop.
- 5. Click Save as type then click CSV (Comma delimited)(CSV)* then click Save and close the file.
- 6. From within Sage, Browse or Choose File then browse to where you saved your CSV file and click Open.
- 7. Click CSV Format then choose from the drop-down list and click Upload.
You can’t use Sage while the data is uploading.
If for any reason the upload fails, a message appears advising why it’s failed. You should fix the errors then try uploading the CSV file again. For more information about the file format, please see the previous section Contact CSV file format.
- 8. Click OK.
You’ve successfully imported your contacts, and they appear on the contacts list.