Project Description

Exporting your contacts to Sage Line 50

Keeping your contacts in sync with Sage Line50 is easy with Okappy.

To upload multiple contacts to Sage, follow the steps below:

1. Generate your list of contacts in Okappy

You can export your customers or subcontractors into Okappy.

  • Go to Reports
  • Click Other
  • Select either Customers or Subcontractors
  • Click the Export to Microsoft button
  • Select Download file

Your contacts will be downloaded.

Check our reporting support pages for more information on exporting your customers, or exporting your subcontractors.

2. Download the Sage export template

From the Main menu within Sage,

  • Click Reports
  • Click Lists
  • Click Customers
  • Click Select All
  • Click OK
  • Go to the File menu on the report
  • Click EXPORT
  • Click Save as 
  • Ensure the .csv option is selected
  • Choose a location on your computer
  • Click Save

The template file will be downloaded to your computer.

3. Copy your list of contacts

  • Open the download file you created earlier with Okappy
  • Open the Sage template file
  • Copy and paste the contacts of the Okappy file into the Sage template file from row 3 onwards
  • Ensure the details are in the correct Sage columns
    • Company
    • Contact
    • Street
    • Street 1
    • City
    • Province
    • Country
    • Zip code
    • Phone
    • Phone
    • Fax
    • E-mail
    • Website
  • Save the file

4. Import your contacts into Sage Line 50

In Sage Line 50,

  • Click the File menu
  • Click Import/Export.
  • Click Import Records.
  • Select Sage 50 import format.
  • Click Next.
  • Click Back Up to create a backup for the company before importing.
  • After the backup is successful, click Next.
  • Click the Browse button next to the Customers box.
  • Select the CSV file that you saved down previously
  • Click Next.
  • Sage 50 will show a log of all the customers that were added, and the reason why some were not added (if there were any).
  • Click Finish

Your contacts will be created in Sage Line 50.