How to Import Sales Credit Notes into Sage One using Business Importer

Import Sales Credit Notes into Sage One

Import Sales Credit Notes into Sage One in 3 clicks, using Business Importer. Save your time on bookkeeping work!

How to Import Sales Credit Notes into Sage One using Business Importer

Import Sales Credit Notes into Sage One

Follow 5 simple steps:

    1. Sign in to the Business Importer app and connect it to Sage OneImport data into Sage One
    2. Go to the Import tab. Upload you Excel file that contains Sales Credit Notes you want to import into Sage One, or paste the Google.Drive or DropBox link. Import Sales Credit Notes into Sage OneClick on the Next button.

 

  1. Select the list in your Excel that contains Sales Credit Notes you want to import into Sage One. And click on the Next button.  Import Sales Credit Notes into Sage One
  2. Select company in Sage One you want to import Sales Credit Notes into and the entity/transaction you import into Sage One Accounting (Sales Credit Note). Create mapping – connect your labels to the labels in Sage One. Import Sales Credit Notes into Sage One
  3. Review if the information is entered correctly and labels are connected in the right way, make changes if necessary. Import Sales Credit Notes into Sage One

Click on the Next button and start the import of Sales Credit Notes into Sage One Accounting.

Your import is in process. Receive the notification by e-mail or check out the import result in the Imports History tab. Import Sales Credit Notes into Sage One: check out Import Log

Review the import details at Imports History. It shows how many Sales Credit Notes have been created in Sage One and if any errors occured during the import.

Sales Credit Notes are imported successfully into Sage One!

Import Sales Credit Notes into Sage One

How-to Guide – How to import Sales Credit Notes into Sage One Accounting

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets which contain Sales Credit Notes, Purchase Credit Notes, Supplier Refund, Sales Invoices, Purchase Invoices,  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 Credit Note 1025
contact Customer The contact the Sales Credit Note relates to John Smith
date Sales Credit Note date The date of the Sales Credit Note 20/05/2015
line Line: Ledger Account The ledger account for the Sales Credit Note line Other income, 4900
Line: Price/Rate The unit price for the Sales Credit Note line Standard
Line: Qty/Hrs The quantity for the Sales Credit Note line 15
Line: VAT rate The tax rate for the Sales Credit Note 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 Credit Note 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 Credit Note notes Any notes
currency Currency The currency for the Sales Credit Note. Values: USD, AUD, EUR, CAD, etc. USD
exchange_rate Exchange rate The exchange rate for the Sales Credit Note 1.23
shipping_net_amount Carriage: Amount The net shipping amount 15
shipping_tax_rate Carriage: VAT Rate The shipping tax rate Standard
tax_address_region VAT Rate region Tax region CA-BC
main_address Main Address: Address 1 The main address of the Sales Credit Note. First line. 69 Notting Hill Gate
Main Address: Address 2 The main address of the Sales Credit Note. Second line. Kensington
Main Address: Postcode The postal code of the Main Address W11 3JS
Main Address: City The main address of the Sales Credit Note: 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 Credit Note: the name of the Country. GB
delivery_address Delivery address: Address 1 The delivery address of the Sales Credit Note. First line of the address. 69 Notting Hill Gate
Delivery address: Address 2 The delivery address of the Sales Credit Note. 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 Credit Note. City name. London
Delivery Address: County County of the Delivery Address. North East
Delivery Address: Country The delivery address of the Sales Credit Note. Country name. GB
status Status The status of the Sales Credit Note PAID

 

Check out the Sales Credit Notes import Results

There are 6 types of import results

import data into Sage One

Errors during the import of Sales Credit Notes into Sage One

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

There are 5 the most common errors made by our clients during the Sales Credit Notes Import into Sage One Accounting. 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 (Excel) and import Sales Credit Notes 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.
Customer name is not found in Sage One. Customer with name ‘John Smith’ not found in your account. Please, create a new customer with this name, or use our customers’ autocreation function. (Account > Settings >Create Customers/Vendors/Employees if not available > true) John Smith

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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