Data Imports from Sage 50

Prior to exporting from Sage 50 the following must be in place:

• Use a compatible version of Sage 50 Accounts software, see Operational Requirements.
• Check the Sage ODBC driver is installed
• Check for/download Microsoft Installer .NET Framework 4.8 or later
• Existence of Sage Data Directory, usually C:\ProgramData\Sage
• Have permitted access to Sage Data Directory
• Start ProudNumbers (PN)

Advisory - Bank reconcile and trial balance affirm the Sage data prior to import to Proud Numbers.


Data can be imported from Sage 50 using the Import Wizard via either the Import or Multi-Client Import options.

The Import Wizard is used when introducing a new company from Sage 50 to ProudNumbers.
Subsequently, the Multi-Import Wizard can be used as a 'one-click' import option for a single or multiple companies. The Multi-Client Import Wizard simplifies the import process by eliminating the need to remember data locations and passwords.

All data path corrections for Sage must be made using the Import Wizard located in File/Import_Wizard


 


Follow the Wizard.

As shown below, after selecting Browse, the Sage files for import can be found via the Proud Numbers icon in the 'Open' window. 

The import function will import all available data from Sage. The review import screen will display information about the imported data.

Multi-Client Import wizard 

The Multi-Client Import Wizard allows you to import data from multiple clients in one session. This functionality is available from the File menu under Multi-Client Import Wizard.

All data path corrections for Sage must be made using the Import Wizard, located under File/Import Wizard. If there is an issue with the data path, ProudNumbers will highlight the error.