Common import errors
To save you time setting up your Sage One service, you can import your contact, product and service records. If you use Sage One, you can also import your customer and supplier opening balances. To help you with this, we’ve created templates you can use to ensure the information you’re importing is in the correct format. However, there may be times when the import fails. If it fails, you’ll receive an error which tells you which cell in the CSV file you need to correct. Here are some of the most common errors.
If you believe you’ve checked all the common errors listed and you’re still receiving errors, your import file could be corrupt. To correct this, copy and paste the contents of you import file into a new blank file.
If you receive this message, the reference in the cell indicated isn’t unique. This could be because you have duplicate references in the CSV file, or you have a record with this reference already in Sage One.
Enter a unique reference and try the import again.
The VAT number for that customer isn’t a valid number.
Enter a valid VAT number. When you enter the number, make sure you don’t enter the country code. For example, if you entered the VAT number as GB123456789, enter 123456789.
You must also ensure that if the VAT number starts with 0, the CSV file doesn’t remove the leading zero. If it does remove the leading zero, right-click the relevant cell > Format Cells > Category > Text > OK. You can now enter the zero.
This value is the country’s two digit country code, for example, GB for Great Britain and IE for Ireland.
Enter the correct two digit country code. If you leave this column blank, the contact imports as a GB contact.
If you’re using Accounting and want to import foreign currencies, you must first of all enable foreign currency transactions and create the currencies in your service. Once you’ve done this, you can then import your contacts.
If you’re using Accounting and you’ve enabled foreign currency transactions, you can import contacts’ currencies. The currency must be the correct currency code, for example, for American dollars this is USD. If the currency column is empty, it imports as your default currency.
If you’re using Accounting and have specified a default nominal ledger account in the CSV file, this account must already exist in your service.
To resolve this, either create the nominal ledger account in Accounting, or change the account in the CSV file to one that already exists. For example, you may want to change this to the default sales nominal ledger account 4000, or for purchases 5000.
If you’re importing customer or supplier opening balances, you must ensure the customer reference in the CSV file matches the references in Accounting.
To resolve this, do one of the following:
- If the contact already exists, enter the correct reference in the CSV file.
- If you haven’t yet created the contact, you must do so before you can import their opening balances.
The date must be in the format dd/mm/yyyy before you can import it.
Amend the date so it’s in the correct format. If Excel changes the date, right-click the relevant cell > Format Cells > Category > Text > OK > enter the correct date.
If everything is returned as an error, check the file you’re trying to import is the correct file for the relevant option. For example, if you’re importing products, make sure you choose the product CSV file to import and not services. Also check the file is a CSV file and not an xls file.