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  • How do you import items into a database?

    Hello everyone, I am trying to import items into a database. I have exported them into a CSV file within Sage Estimating, but I can not find out where you can import them. I was trying to merge 2 databases with the database editor, but they have different…
  • Import AP Invoice from own excel file failed

    Hi all. I create my own excel file with the same sheet name, column name as exported one. however, it failed to import with the error below. However, copy pasting the content to an exported excel file seems to works fine. The issue is: I am going…
  • Exporting Data to Excel

    How do I activate this option? We have excel on workstations, but not on server where BV runs, and cannot export data files to excel (see "grayed" Excel option in pic). Thanks for any help.
  • How to create a VI export for records that were changed today

    I suppose this could be for almost any table with a DateCreated or DateUpdated field, but in this case I'm trying to create an export for CI_Item what includes only those records with a DateUpldated of today. Based on 3 different posts here on Sage City…
  • Exporting Data

    I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed? The…
  • Import/Export - BP Numbers

    I am trying to import/export BPs from one endpoint to another. However, when I import the file the BP numbers are chronologically assigned instead of keeping the same BP numbers from the exported file. Where do I go to adjust this?
  • Sage V12 Exporting Information from Various Pages

    We have just switched to V12. I am wanting to export information from various pages. Is there a way to personalise an export spreadsheet to suit my requirements? Some of the information I require is: Product SKU Product Description Pack …
  • Export Invoices From Prior Day and Where Sales Order Begins With J

    I need to export invoices that are from yesterday's date and the related Sales Order begins with a J. I am a novice at using Sage Intelligence, but I have some SQL experience. I understand that it's not actually SQL. I'm able to get the below SQL…
  • Export / Import Help

    What is the best way to export then import Quotes, Invoices, and PO's? I looked in the Import/Export menu but could not find anything corresponding to these three categories.
  • Remove line breaks in VI Export

    Hello all, SAGE 100 Could Advanced 2020 (V6.20.1.0) I have a VI (Visual Integrator) export job that pulls fields from CI_Items out of SAGE and into a .CSV file. I use Task Manager to automate this export and then another software reads the .CSV files…
  • Sage 300 - Import items to populate quote

    I want to import items into an O/E quotation. I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in…
  • Looking to Export AP Payment Transaction History-System Limiting Export

    When exporting payment history for AP I am only getting a few years information. If I run a report I can see the system has 20 years worth of data but its only giving me 2+ years which is more like just the time frame for viewing in the system. I tried…
  • Data import export?

    Is it possible to export\import data from Sage50 CA to 3rd party app? Like export Vendor once it's created?
  • Sage 100 Standard 2020: How do I import a bank statement to Sage 100?

    Hi all, I'm new to Sage 100 and trying to become more efficient at my job. I learned recently that it is possible to import a bank statement onto Sage 100 and automatically create invoice entries for them. After doing some preliminary research, there…
  • Export data from Sage 50 CA using SDK

    Hi all, Is there anyone has an idea to export the data from Sage 50 CA? I was looking at the method w the class "CustomerLedger" but it has only the Save method it does not have the get method, Please let me know if you have any idea of hints to solve…
  • Export files

    I am setting up a batch job to export some stock information to send out through my EDI program. We've done this several times in the past and accounted for the name of the file being the same by timing of the various scheduled jobs needed to do this…
  • VI Export Job - Conditional export of two data fields into one column

    I want to export SO_InvoiceDetail data. In one of the columns, I need the value to be the ItemCode, unless there is an AliasItem, in which case I want the AliasItem to be exported in the column. My export currently looks like: InvoiceNo - Col 1 ItemCode…
  • Visual Integrator - Export Job - Error 12

    Running Sage 100c 2018 I had a job get stuck and attempted to unlock. In doing so, it now gives me the error that a file could not be found and an error #12 File VIWDEF.LIB Is this an easy fix? Thanks, Ryan
  • Importing CSV

    Hi all and glad to be here. I am using Sage50 to keep track of accounting that needs to be imported using QB CSV files. I don't know if there is an easier way but I finally resorted to exporting Sage files to then populate using the QB data (hopefully…
  • Sage 100 ERP 2013: Remove price overrides for 10 specific customers at once in batch process?

    Hi everyone, I'm using Sage 100 ERP 2013 and I'd like to remove the price overrides for about 10 specific customers. The customers have customer numbers that aren't sequential, but are scattered, in case that matters. I want to do this in a safe,…
  • Data export before decommission

    Dear Group members Our business no longer uses Sage for active data entry. We had used in past till 2019. We are looking to decommission the application in our organization. Before we do, there is a compliance requirement to store data records for next…
  • Visual Integrator adding an extra delimeter

    I'm working on some VI export jobs in Sage 100 v2019. I'm noticing that when I run the jobs, v2019 is adding an extra delimiter to the end of each row. v2017 doesn't do this. Is there a way to prevent this?
  • Error importing data while rebuilding company.

    We need to change the fiscal year for our company, so I am trying to rebuild our company by following the instructions found in this article. This is actually the second time I have tried rebuilding the company. I gave up the first time after experiencing…
  • PPP Loan Forgiveness Application Data

    Sage 100 - P/R 2.20 After reviewing the Loan Forgiveness Application and Instructions, I am finding I need data which should be in P/R but am unable to locate. It appears all of the Reports are for quarter summaries and I need to access data from…
  • Sage's migration

    Hello, everybody. Do you know if it is possible to migrate the local Sage to a cloud server without being the sage cloud, I don't know much about this... sorry xD The version is Sage 50 Quantum accounting 2018