Exporting from Lightyear into Sage 200
NOTE - SAGE 50 and SAGE 300 have different export formats. Please reference the respective support material for the version you are using as linked.
Once the initial Set Up is done, sending your bill data through to Sage is very easy. Let's take a look at the steps.
We strongly recommend exporting and uploading one batch at a time to Sage 200 to avoid uploading duplicate files in error.
Exporting From Lightyear
Once a bill has been approved (the number of approvals required depends on how your Approvals Process is set up), it will sit in your Signed Off tray ready to be exported. Lightyear will allow you to export up to 50 bills at a time (this example only has two bills). When you're ready, just head to the Signed Off Tab, check the box beside all bills that you want to export then click the green Export To Sage button.
To export in batches of 50, you can click the checkbox to the left of the title "Departments" in the header row which will highlight 50 bills for bulk export.Lightyear will then export all bill data as a CSV that's formatted and ready to be uploaded to Sage 200. At this point, you will be charged 1 credit per each bill exported. Please note that larger batches may take longer to export, please don't refresh the page while an export is in progress.
What gets exported
Let's take a look at exactly what data gets exported from Lightyear in to the sage CSV for uploading.
First, see the below screenshot for an example bill within Lightyear.
Your transaction and supplier info will export into a CSV file, formatted specifically for Sage 200.
Importing into Sage 200
Importing into Sage 200 is easy and can be completed in a couple of quick steps.
First, click into Purchase Ledger. This will open a dropdown with several options
Click into Utilities > Import > Import Transactions. This will open a window for you to select the CSV file on your computer.
Once you have selected your file, make sure you select Validate and Import Records, then click OK.
Your file will now begin upload, and you'll get an on screen confirmation message once it's complete.
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