New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code.
Cheers
Jen
Hello, I am running into an issue when importing vendors. We are mass importing items along with the vendors, but are running into a block on the vendor import.
It appears that this popup might be blocking the vendors from being imported. Is there…
I am trying to import ACH template that has leading zeros in the routing numbers that keep getting dropped off when I convert the excel to a csv. Additionally, very large numbers are condensing to scientific notation with the wrong values when in csv…
I import a CSV file for daily deposits. I import for over 30 different companies. The company codes consist of all numbers, all letters or a combination of letters and numbers.
Our current code is for company codes that have numbers only:
sComp…
the limit for invoice and purchase numbers is 25 alphanumeric characters. If an asset is composed of multiple purchase orders and invoices, is there anyway to include these on importing or otherwise?
Thanks
Hello -
Our company is switching ERP systems and iI need to update the GL account fields for all assets. Is there a way to update what is in the system already for just those specific fields by way of an upload instead of having to go in and do it one…
I've created a mapping and file for custom import into FAS - in testing a sample of the data I am getting an error for the estimated life of assets with a depreciation method of "NO". I have the field blank for those assets and a zero for Beginning Accumulated…
I'm working on a custom import and I am having trouble with the beginning accumulated for assets with 100% Bonus depreciation. The field will not accept "0" but it also won't let me leave it blank or enter a value higher than "0" because it will then…
I currently have an internal book and 6 tax books in a company. Each month I load the additions using an import template. Throughout 2015, many assets were not loaded into one of the tax books. Now I want to copy all assets in one tax book to the 2nd…
As I said in the discussion prompt, I am trying to build a custom import map file for my company, and when I click "Save Map" no pop-up appears for me to actually save the map. It did, however, let me print the map to PDF. If someone could go in and create…
Hello,
We just received a large shipment of items and have imported them into FAS Premier Tracking. Is there a way to apply the invoice for these items as an image to all of these items in bulk?
Thanks
Our company was recently acquired, so our fixed asset values,estimated life,and in service date changed for internal book reporting. However, our tax books won't change. I have a listing of the new internal value for each asset by system number (over…
Hello everyone,
I am afraid the answer will be no, but I wanted to ask here just in case I have missed something. Our company backs up Sage every day for recovery purposes, so my question centers around wanting to import a book from a recovered backup…
I am testing importing our assets each month and have built a spreadsheet with what I believe to be all the required fields. When I go through the steps to validate, I'm getting a message unknown depreciation method for 3 of the field. That the depreciation…
Fiscal year end for a company is 12/31/2019.
They've been keeping their books in another system.
They want to import assets with depreciation already taken through 12/31/2019.
Is it necessary to import into the Beginning YTD field?
The documentation…
Hello,
I have a question regarding the Mask Field output. I understand that for custom fields the character limit is 25. Prior to the 2021 update, when I would upload data to a custom field that was greater than 25 characters, it would truncate the…
I'm looking into purchasing the FAS Framework from FAS Professional Services and would like to hear who is currently using it. Our ERP system is MRI Software and really could use some incite on anyone that is currently using this process.
Bonjour,
J'avais réussi à importer mes données de ciel compta et ciel gestion commerciale pour récupérer mes factures, mais le dossier plante lorsque je ferme sage. J'avais donc exporté les pièces client a partir de sage avec sa conversion depuis ciel…
I would like to add additional costing components to existing product BOMs in Sage X3 (v11). When using the import template BOMPD, it requires a field for the BOM component sequence (BOMSEQ), however, each BOM has a different number of existing components…
When importing journals if the nominal code is invalid it will still post to the suspense account and show up in the validation. Would it be possible to add a pop up 'invalid nominal do you wish to continue?' and post to suspense rather than automatically…
When Errors occur in the Sage Database, if these cannot be repaired then the only viable option is to restore to the last valid Backup. However, the users have to first Print out any Data that they have entered into Sage since the last valid Backup and…
Learn how to import transactions in to your audit trail in Sage 50 Accounts. This can be a big time saver and common uses include importing direct debits and standing orders, salary journals, expenses and month end postings.
This session has taken place…
