Back in Spring 2019, functionality was introduced to allow you to export and update information for Customer, Supplier, Stock Item and Nominal Account records
This makes things so much easier if you need to make a lot of changes to existing information. It’s also something that end users can do.
When using one of the export options (found in each applicable module) the information is exported to a .csv file, in the same format used for an import. This means you can export information and make changes to it using Excel, and then import your changed information back into Sage 200cloud.
The main thing to watch however is that as it is exported as a .csv file, if you simply open this using Excel, fields containing leading zero’s (such as codes, account numbers or references) will lose the zeros. i.e. Account Number ‘00001234’, will become ‘1234’.
Therefore, you either need to bare this in mind and correct these fields before saving to import/update or use the Excel feature ‘From Text/CSV’, available on the ‘Data’ ribbon, to import the CSV to Excel and make the required fields TEXT format.
To find out exactly “What you can Import, Export and Update”, I suggest going to the Sage 200cloud Professional Help page, by clicking here.
When you are using the import routine to Update existing information, once the Export has been completed, I recommend removing any columns that you do not intend on changing. This makes it easier to work with. However please note all Import files have mandatory fields which you cannot remove (else the Import will fail). Please see applicable templates available from the help page link above.
To Update information, go to the applicable Import routine, and select the Update account if it exists option. Then select Ok to browse to your file.