You can import account records, transaction batches, and other records into an Sage 300 company from files created by other programs. You can also export data from a Sage 300 company for use in other programs.
You can use this feature to speed up your initial ledger setup, especially if you are converting data from a non-Sage 300 company to Sage 300 General Ledger.
For example, you can:
- Export account data to a spreadsheet program, work with the data, then import it back into General Ledger as budget figures for a new fiscal year.
- Add a new department to your chart of accounts by exporting an existing department set, changing the department account number segment, then re-importing the file.
Note: If importing fails, the system creates a restart record. You must remove the restart record before you can perform another import successfully. You can remove the record either by correcting the error that caused the restart record in the first place (for example, an error in the file you are trying to import), or by deleting the record in the Restart Maintenance screen.
General Ledger lets you import information from XLS spreadsheet files.