In Sage Pastel Accounting while you can import customer, supplier and inventory master information, you can also import certain batches like journals, cashbooks and customer and supplier documents.
This means that you can create the batch in excel as a .csv file and then import the .csv excel file into Sage Pastel accounting.
While importing a .csv file may be quicker you will need to make sure that you have created the import file in the correct layout.
IMPORTANT INFORMATION: Do not input special characters on the import file i.e. “$@!’
Follow the steps below to generate a sample import file from within Pastel Partner:
If you do not have any accounts (suppliers, customers, items) created follow the steps below.
If you have accounts already created, start from Step 5.
- Go to the Edit screen for the type of file you would like to import. (For example, if you want to create a Customer import, go to Edit… Customer Accounts)
- Create a single account with all the details you would like to import.
- Save the account.
- Close the Edit screen.
- Go to File… Export.
- From the Choose a Function to Perform dropdown box, select to export the account type you just created. (In the example above, you would select to Export Customer Accounts)
- Click on the Export Name field.
- Click on the Browse icon, as indicated by a Magnifying Glass.
- Browse to a location on your PC you can access easily, for example the Desktop.
- In the File Name field, enter a name, for example Customers.csv (It is important to enter the .csv extension).
- Click on Save.
- On the Export / Import screen, ensure that the Include Field Names option is ticked.
- Click on Process.
- When presented with the account selection screen, select the account you have created in the Account Start field. Do the same in the Account End field.
- Click the OK button.
- Pastel will then create the export file for you in the location you have specified earlier.
- Open this file.
- It will show you the column headings of the file created, which is the same layout required for the import function, s well as the details of the account you have created.
- You can then use this template to create the rest of the file to be imported.