Exporting Accounts Data from Sage

This document will help you extract the data from Sage. To learn how to import the data see the Importing Accounts & Balances document.

Brightpearl will import 3 CSV files and create a complete snapshot of your Sage accounts, ready to start trading in Brightpearl!

Important things to remember:

• We don't import historical transactions (other than outstanding invoices)
• Once you have started running transactions in Brightpearl, STOP entering into Sage
• You don't have to switch accounts systems at the end of a year, or even a VAT quarter
• The Debtors and Creditors import will create contacts with limited information. If you want full address details etc, then import all Customers and Suppliers before running the Debtors/Creditors import. Read more about that process here
• The Sage import matches Customers and Suppliers on account CODE - eg ABC001
• Save files as CSV

Exporting from Sage

First up, prepare 3 files:

Trial Balance

1. Go to Modules » Financials
2. Click the "Trial" icon
3. Choose File output and click "Run"
4. Choose "Complete - All transactions" for the period
5. Click OK, and save it as "Trial Balance" somewhere you can find it later

Tip: You'll need to get your nominals column to accept leading zeros for nominals less than 1000.
Select column A, right-click and choose 'format cells'. Choose Custom, and type '0000' in the 'Type' field.

Debtors report

1. Go to Modules » Customers
2. Click the "Reports" icon
3. From the "Aged Debtors Reports", choose Aged Debtors Analysis (Detailed)
4. Choose to "Generate Report" to File output
5. Don't limit by customer ref or date, leave it as default
6. Click OK and save the file as "Debtors" in the same place that you saved the Trial Balance

Creditors report

1. Go to Modules » Suppliers
2. Click the "Reports" icon
3. From the "Aged Creditors Reports", choose Aged Creditors Analysis (Detailed)
4. Choose to "Generate Report" to File output
5. Don't limit by supplier ref or date, leave it as default
6. Click OK and save the file as "Creditors" in the same place that you saved the Trial Balance

Now that  you've got all the information you need from Sage, you can just drop the 3 files into Brightpearl.

Importing the Data to Brightpearl

Learn about importing