Blaine Helmick Posted January 25 Share Posted January 25 Greetings! I am helping our organization integrate Sage 50 with Concur Expense & Invoice. Concur will be building custom exports for us to map to our implementation of Sage; however, I'm trying to figure out the import format for Sage and am running into a wall. First, it's important to note that as the technical guy for the org, I don't know accounting and have never actually used this software. I do however know data and systems in general; so please forgive a dumb question about Sage itself. I found a KB article that suggest that import templates can be found on the local file system; however, in this case, the file location noted in the KB article doesn't exist on our accountant's local file system. A search of her hard drive for an "Import Templates" folder also doesn't yield a result. So my question is, is this KB article simply wrong or outdated or am I missing something super basic here? Screenshot of About page attached with serial # blurred. Link to comment Share on other sites More sharing options...
Chris Burke Posted January 26 Share Posted January 26 The KB article is correct. However : if you go back and look at the article again, you'll see that up at the top of the screen it says "United Kingdom" - indeed, there's even a little Union Jack showing next to it. The 'about' screen in your screenshot, however, says "U.S. Edition". The KB article isn't referring to the same piece of software that your accountant is running. The software sold as "Sage 50" in the U.S. is entirely separate and distinct from the software sold as "Sage 50" in the UK, so the information in the article is not going to be relevant. I'd like to be able to offer some further advice, but I've never seen the U.S. software (I'm in the UK), so I'm entirely ignorant as to how one might go about importing data into it. You might like to raise the question in the appropriate section of Sage's Community Hub : https://communityhub.sage.com/us/sage50_us/ 1 Link to comment Share on other sites More sharing options...
Blaine Helmick Posted January 26 Author Share Posted January 26 An astute observation, one that I entirely missed. Thanks, Chris! I will look to find something comparable in the US version. Link to comment Share on other sites More sharing options...
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