Exporting customer records from Sage 50cloud Accounts is a crucial first step in preparing your data for use within Commusoft. By exporting your records into a CSV format, you can ensure your customer information is clean, accurate, and ready for seamless integration. Whether you're updating existing records or preparing for a full import, this process helps you maintain consistency across systems, avoid duplication, and streamline your workflows.
Please read Accounts Intergration Overview before proceeding.
Steps to Export Customer Records as a CSV File
Access the Customer List:
Open Sage 50cloud Accounts and navigate to the Customer List.
Open Customer Details Reports:
Click on Reports in the top navigation.
Select Customer Details Reports from the dropdown menu.
Open the report labeled Customer Record CSV (Extended).
Sage Criteria Panel:
When the Criteria panel opens, click OK.
This will generate a preview of the customer report.
Export the Report:
On the preview screen, click Export (found in the top navigation bar).
Choose the location on your computer where you’d like to save the file.
Select Save as type: CSV files (*.csv).
Click Save to complete the export process.
Next Steps
1. Clean the Exported Data
After exporting your customer records, it’s essential to clean the data to ensure it’s ready for import.
Do not attempt to import the cleaned data yet.
2. Install the Integration
Ensure the Sage 50cloud integration is setup and configured before proceeding to import your data. Refer to the for instructions.
3. Import the Cleaned Data
Once the integration is installed and your data is cleaned, return to the Import Customers Guide and complete the import process.
Additional Notes
If you experience any issues exporting your customers to a CSV format, please contact Sage Support for assistance.
If the Title field in your data is empty, Commusoft will automatically assign the first title from your System Settings list to this field.