Adept Middleware for Sage 50 advanced import

Adept Middleware for Sage 50 advanced import

Why Should I Use Adept?

1) Import line item detail into Sage 50
2) View currency conversion rates of foreign currency invoices
3) Create new suppliers, when new invoice data is imported
4) Multi company auto recognition upon import

Adept is an independent third party software provider specialising in Sage middleware.  Adept provides many different add-ons for Sage 50, but we're going to be focusing on the Adept Sage 50 Invoice CSV Import, which is a very reasonably priced option. While our standard Sage 50 export allows you to upload transaction data grouped by GL code and tax rates, there are some advantages which Adept provides:

  1. Upload full line by line information into Sage 50, if desired. 
  2. Users can upload documents without having to get other users to log out.
  3. Create a single header with multiple splits for invoices and other grouped transactions.
  4. Create watched folder to automate the import routine into Sage50.
  5. Import multiple Sage companies data in one Import file.  Ideal for lightyear accounts with multiple entities in a single Lightyear file.
  6. Create new suppliers when you import a file
Full details 

Setting up Lightyear for Adept

If you wish to use Adept, you'll need to make some changes to how your Accountancy Software is set up within Lightyear. First, head into the Accountancy section of the app, and select 'Other' as your accountancy software.



Next, you'll need to set up your Export Mappings. You can use this link to get more info on how to do that, and you can see the image below for the exact mappings you'll need to export to Adept



Note that the 'Type' field needs to be created using the green Add button, and the values must be set as below


For the rest of the set up (GL codes, Tax Rates, Suppliers etc) follow the steps found in our Sage 50 set up guide.

Setting up Adept

For full instructions on installing Adept, check out the PDF attached to bottom of this article.



Importing to Adept

Detailed Adept instructions are attached to this Help Article.

Once you have exported a batch from Lightyear, it will download as a CSV file which you can then upload into Adept, which then sends the transaction data directly into Sage 50.  Please speak to the Lightyear team to understand the specific export format required to meet your needs.

First Click on the menu button, from there we need to select Sage path, you will then be presented with the following pop-up:


To select the CSV file, simply click browse, then navigate to where it is stored. When you have found your CSV file click open and you will then see a screen like this:


This image lets us know that there are no errors in the CSV and that its ready to import. When you are ready to import, click the Load button and you will have this message pop up:


 

Simply click yes and the file will transfer to Sage. You will then get a success message on the bottom status bar of Adept:

  


Congratulations you have successfully imported your first batch through Adept!










      

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