How to Import Purchase Invoices into Sage One using Business Importer

sage_PURCHASE INVOICE

Import Purchase Invoices into Sage One in 3 clicks, using Business Importer. Save your time on bookkeeping work!

How to Import Purchase Invoices into Sage One using Business Importer

Import Purchase Invoices into Sage One

Follow 5 simple steps:

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

Click on the Next button and start the import of Purchase Invoices into Sage One Accounting.

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

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

Import Purchase Invoices into Sage One

Purchase Invoices are imported successfully into Sage One!

Purchase Invoices Import into Sage One

How-to Guide – How to import Purchase Invoices into Sage One Accounting

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets which contain Purchase Invoices, Sales 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 Purchase Invoice 1025
contact Supplier The contact the Purchase Invoice relates to John Smith
date Purchase Invoice date The date of the Purchase Invoice 20/05/2015
due_date Due date The due date of the Purchase Invoice 20/05/2015
line Line: Ledger Account The ledger account for the Purchase Invoice line Other income, 4900
Line: Price/Rate The unit price for the Purchase Invoice line 125.26
Line: Qty/Hrs The quantity for the Purchase Invoice line 15
Line: VAT rate The tax rate for the Purchase Invoice line Standard
Line: Description Free form text description of the line item that appears in the printed record. Any description
Line: Product The product the Purchase Credit Note line relates to. Cookies
vendor_reference Supplier Reference The vendor reference for the invoice 1025
notes Notes Purchase Invoice notes Any notes
currency Currency The currency for the Purchase Invoice. Values: USD, AUD, EUR, CAD, etc. USD
exchange_rate Exchange rate The exchange rate for the Purchase Invoice 1.23
status Status The status of the Purchase Invoice PAID
tax_address_region VAT Rate region Tax region CA-BC

Check out the Purchase Invoices import Results

There are 6 types of import results

import data into Sage One

Errors during the import of Purchase 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 Purchase Invoices Import into Sage One. To prevent this happening we have reviewed and provided solutions to all of them in the table below. Read them before you prepare the import file and import Purchase Invoices into Sage One without errors in 5 steps.

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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