How to Import Sales Invoices into Sage One using Business Importer

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How to Import Sales Invoices into Sage One using Business Importer

Import Sales Invoices into Sage One

Follow 5 simple steps:

  1. Sign in to the Business Importer app and connect it to Sage OneImport Sales Invoices into Sage One
  2. Go to the Import tab. Upload you Excel file that contains Invoices you want to import into Sage One, or paste the Google.Drive or DropBox link.  Import Sales Invoices into Sage One
    Click on the Next button.
  3. Select the list in your Excel that contains Sales Invoices you want to import into Sage One. Then click on the Next button. Import Sales Invoices into Sage One: select sheet
  4. Select company in Sage One you want to import Sales Invoices into and the entity/transaction you import into Sage One Accounting (Sales Invoice). Create mapping – connect your labels to the labels in Sage One. Import Sales Invoices into Sage One: map your columns
  5. Review if the information is entered correctly and labels are connected in the right way, make changes if necessary. Import Sales Invoices into Sage One: preview step
    Click on the Next button and start the import. Import Sales Invoices into Sage One: import is scheduled

Your import is in process. Receive the notification by e-mail or check out the import result in the Scheduled imports tab. Import Sales Invoices into Sage One: check out result in Business Importer

Review the import details in Import Log. It shows how many Sales Invoices have been created in Sage One and errors occured during import. Import Sales Invoices into Sage One

 

How-to Guide – How to import Sales Invoices into Sage One (Sales Invoices)

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Sales Invoices, Purchase Invoices, Purchase Credit Notes, Supplier Refund, etc. and other transactions and entities you want to import into Sage One using Business Importer.

Sage Field Business Importer Name Description Example
reference Reference The reference for the Sales Invoice 1025
contact Customer The contact the Sales Invoice relates to John Smith
date Sales Invoice date The date of the Sales Invoice 20/05/2015
due_date Due date The due date of the Sales Invoice 20/05/2015
line Line: Ledger Account The ledger account for the Sales Invoice line Other income, 4900
Line: Price/Rate The unit price for the Sales Invoice line 125.26
Line: Qty/Hrs The quantity for the Sales Invoice line 15
Line: VAT rate The tax rate for the Sales Invoice line Standard
Line: Description Free form text description of the line item that appears in the printed record. Any description
Line: Product/Service The product or service the Sales Invoice line relates to. Cookies
Line: Product/Service type Values: Product or Service. Product
Line: Discount Amount by which the amount is reduced. 15
notes Notes Sales Invoice notes Any notes
terms_and_conditions Terms and Conditions Sales Invoice terms and conditions Term 5
currency Currency The currency for the Sales Invoice. Values: USD, AUD, EUR, CAD, etc. USD
exchange_rate Exchange rate The exchange rate for the Sales Invoice 1.23
shipping_net_amount Carriage: Amount The net shipping amount 15
shipping_tax_rate Carriage: VAT Rate The shipping tax rate Standard
status Status The status of the Sales Invoice PAID
tax_address_region VAT Rate region Tax region CA-BC
main_address Main Address: Address 1 The main address of the Sales Invoice. First line. 69 Notting Hill Gate
Main Address: Address 2 The main address of the Sales Invoice. Second line. Kensington
Main Address: Postcode The postal code of the Main Address W11 3JS
Main Address: City The main address of the Sales Invoice: name of the city. London
Main Address: County The county of the Main Address North East
Main Address: Country The main address of the Sales Invoice: the name of the Country. GB
delivery_address Delivery address: Address 1 The delivery address of the Sales Invoice. First line of the address. 69 Notting Hill Gate
Delivery address: Address 2 The delivery address of the Sales Invoice. Second line of the address. Kensington
Delivery Address: Postcode Postal code of the address. W11 3JS
Delivery Address: City The delivery address of the Sales Invoice. City name. London
Delivery Address: County County of the Delivery Address. North East
Delivery Address: Country The delivery address of the Sales Invoice. Country name. GB

Check out the Sales Invoices import Result

There are 6 types of import results

import data into Sage One

Errors during the import of Sales Invoices into Sage One

The most common errors made by our users and the ways to solve them.

There are 5 the most common errors made by our clients during the Sales Invoices Import into Sage One. To prevent this happening we have reviewed and given solutions to all of them in the table below. Read them before you prepare the import file and import Sales Invoices into Sage One.

Problem Error occurs Solution Correct example
Product/Service is not found in your Sage One account. Product with description ‘Leather’ not found in your account. Service with description ‘Leather’ not found in your account. Please, create a product or service in your Sage One account. Or enable Products/Services autocreation function in Business Importer. Leather
Your business is not registered for tax. line_items.tax_amount You cannot add tax, your business is not registered for tax. Please, register your business for tax in Sage One.
No description for item is provided. line_items.description This field is required. Add description to the item. New products in blue boxes.
Ledger Account is not found in Sage One. Couldn’t find LedgerAccount. Ledger Account with name ‘4700’ not found in your account. Please,create a new Ledger Account or provide a valid name/number. 4900
No Main Address main_address This field is required. Please, provide Main Address. London, GB, Big street, AB7689.

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

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