Exporting your contacts to Sage Line 50

Keeping your contacts in sync with Sage Line50 is easy with Okappy.

To upload multiple contacts to Sage, follow the steps below:

You can export your customers or subcontractors into Okappy.

• Go to Reports
• Click Other
• Select either Customers or Subcontractors
• Click the Export to Microsoft button
• Select Download file

Your contacts will be downloaded.

Check our reporting support pages for more information on exporting your customers, or exporting your subcontractors.

From the Main menu within Sage,

• Click Reports
• Click Lists
• Click Customers
• Click Select All
• Click OK
• Go to the File menu on the report
• Click EXPORT
• Click Save as 
• Ensure the .csv option is selected
• Choose a location on your computer
• Click Save

The template file will be downloaded to your computer.

• Open the download file you created earlier with Okappy
• Open the Sage template file
• Copy and paste the contacts of the Okappy file into the Sage template file from row 3 onwards
• Ensure the details are in the correct Sage columns
  • Company
  • Contact
  • Street
  • Street 1
  • City
  • Province
  • Country
  • Zip code
  • Phone
  • Phone
  • Fax
  • E-mail
  • Website
• Save the file

In Sage Line 50,

• Click the File menu
• Click Import/Export.
• Click Import Records.
• Select Sage 50 import format.
• Click Next.
• Click Back Up to create a backup for the company before importing.
• After the backup is successful, click Next.
• Click the Browse button next to the Customers box.
• Select the CSV file that you saved down previously
• Click Next.
• Sage 50 will show a log of all the customers that were added, and the reason why some were not added (if there were any).
• Click Finish

Your contacts will be created in Sage Line 50.