Reference and Legal Notices > Import/Export > Importing and Exporting Sage 50 Data > Export Data from Sage 50
Export
Data from Sage 50
How Do I...
The exporting process copies Sage 50 data into a format that other
programs can read.
- From
the File menu, choose Select
Import/Export. Sage 50 displays the Select
Import/Export window.
- Select the program area and then the template
to use.
- Click Export . Sage 50 displays the window for the template you selected with
the Filter tab in front.
- Select the order in which you want fields to be
exported from the Report Order
drop-down list. For example, select Customer ID if you want records to
be exported alphabetically by ID code.
- If you are exporting a journal from one Sage 50 company to another, select the date type from the Date
drop-down list, and then specify the date range for which you want to
export.
- Select or change the Filter
Range information. This lets you exclude and include particular
information based on type and ranges.
- When you are finished with the Filter
tab, select the Fields tab.
-
Select the Show check box
for each field you want to include in the export file.
The order in which they appear on this window is the order in which
they will be exported. The Col # field defines the order. You can show
or hide all fields by selecting Select
All or Deselect All.
- If any fields are not in the order you want to
export them in, then highlight the first field you want to move, and select
the Move button. Click the row just beneath where you want to move the
field. This will place the field you moved just above where you clicked.
The column numbers adjust accordingly.
-
Move any other fields necessary, and when you are finished, select
the Options tab.
Click the arrow button to select or name the export file, if necessary.
Sage 50 supplies a default path and file name consisting of C:\, the
original filename in Sage 50, and the extension .CSV. You can type over
the default if you like and specify a path or the drive letter and directory
to which you want to send the exported file.
- Select the Include
Headings check box if you want the names or headings of the data
fields to export on the first line. This can be very useful when viewing
the file in a spreadsheet program. If you don't select the Include Headings
check box, only the actual data exports.
- Select an option under If
Export File Exists.
- Select the first option if you want Sage 50
to confirm the operation first before overwriting the file.
- Select the second option if you want Sage 50 to overwrite the file without prompting.
- Select the third option if you want Sage 50 to prompt for confirmation before appending the information
to the existing file. Select the fourth option if you want Sage 50 to
append the information to the existing file without prompting for confirmation.
- If you made changes to the fields and want to
save it with a new name so it can be reused, select the Save
button, and enter a template name.
- To begin the export process, select OK.
Related topic
Import/Export
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