Convert Item Data

1. Open your Sage file, click on Lists from the top menu bar, and then go to Inventory & Services > Inventory & Services.
2. Select the Settings button to access the available fields.
3. Move the fields you want to export from Sage to the ‘Select Columns’ area and select Ok.
4. Select Send To > Excel. Select ‘Create a new Microsoft Excel workbook’ and select Ok. Excel will launch automatically and display your item information.

NOTE: We suggest you import the following fields: Item Number, Item Name, Asset Account, Income Account, Expense Account, Selling Price, and Item Description. Ensure only items marked as ‘Item Class: Stock Items’ are in the Excel file before import.

5. You will need to add the following account information for each item:
   • Asset Account # – The account you set up in AccountEdge to track item inventory values.
   • Income Account # – The account you set up in AccountEdge to track item sales.
   • Expense/Cost Of Sales Account # – The account you set up in AccountEdge to track purchased items.

NOTE: Make sure you use the new account numbers you imported into AccountEdge from the ‘Convert Account Information’ section.

For each item, AccountEdge will need to know if you buy the item, sell the item, and/or inventory the item.

6. Insert a column to the right of each of the following columns and create the corresponding headers:
   • To the right of the Asset Account column – create a new column and title it Inventory
   • To the right of the COGS Account column – create a new column and title it Buy
   • To the right of the Account column – create a new column and title it Sell
7. In the newly created columns, mark the items under the appropriate actions. These columns will tell AccountEdge if you want to buy, sell, or inventory the item.
   • In the new Inventory column, designate with an “X” the items you would like AccountEdge to track as inventoried items.
   • In the new Buy column, designate with an “X” the items you would like AccountEdge to track as items you buy.
   • In the new Sell column, designate with an “X” the items you would like AccountEdge to track as items you sell.
8. Save the Excel file in a Tab-Delimited Text format.

1. Open your new company file in AccountEdge, click the File drop-down menu, and select Import Date > Items.
2. Select the following:
   • Import File Format: Tab-delimited
   • First Record is: Header Record
   • Duplicate Records: Reject Them
3. The Open File window appears. Select the tab-delimited file you saved in step 9 from the ‘Export Items From Sage’ section.
4. Match your old Sage fields to your new AccountEdge fields. Select the field on the left and then select the field you want to match it to on the right. Continue this process until all desired fields have been matched appropriately. Select Import.

NOTE: If you rename your item header fields to match the ones exported from the AccountEdge Sample Company File, you can select Automatch to match import fields to the fields listed in the Fields column automatically.

5. After completing your import, a pop-up window will show you how many records were imported without errors, skipped, or imported with warnings.
   • If it says all your records imported without errors, you have completed importing your Sage items into your AccountEdge company file.
   • If the window shows that some records were skipped or were imported with warnings, continue to the Import Log section.

The AccountEdge Import Log will list any errors during the import process. The errors and warnings during the import process are listed at the bottom of the log. Those error codes will correspond to the number in front of each record.

Open the AccountEdge Import Log (found in the same folder that contains your AccountEdge Company File). Open Import Log.txt with a spreadsheet program for easier viewing.

Open the tab-delimited or comma-separated text file you saved to import your data and make the corrections based on the error messages. Then, reimport the file.

NOTE: Select Duplicate Records > Update Existing Record when re-importing the file.

Continue that process until all records have been imported successfully.