Welcome to the first video in the series of how to transfer your historic and current business information into Sage Accounting.
Importing is the quick and easy shortcut of transitioning a business system to Sage Accounting with minimum interruptions.
In the series I will be showing you how to import a full business system and all the transactions into Sage Accounting. I am going to break down the import process into manageable sections.
In this video we are going to deal with the Sales side of things by focussing on how to import all your customer details into Sage Accounting from the Pastel Desktop Accounting.
The import process remains the same whether you are importing tens, hundreds or thousands of customers' details.
Once you have those customer details in the system you are good to go and to do business like a Pro.
Chapters:
0:00 Introduction.
0:25 How does importing save time & effort?
1:41 Sage Accounting’s customer list and its importance in a Business.
2:43 When do you need to import Customer details?
4:01 Sage’s Customer Import Template.
6:20 Why is an outsourced conversion service not failproof?
8:55 The steps to get a customer list into a new company.
9:12 How to customise a Customer List in Sage Accounting and prepare it for an export.
12:05 Exporting Customers from Sage Accounting.
12:45 Comparing the exported Customer List to Sage’s Import Template.
14:37 Importing the Customer File into Sage Accounting.
16:28 Fixing the customer rows that failed to import.
18:42 Performing another import of customers to add the failed customer rows.
Link to the Customer Masterfile Import Template: [ Ссылка ]
To sign up for the sage business cloud accounting 30-day FREE trial:
[ Ссылка ]
