Data Sheet CSV Import for Sage 200 - Eureka Addons

1 data Sheet CSV Import for Sage 200 . Page | 1 Introduction The Sage 200 CSV Import Utility has been created to provide enhancements to the standard Import routines in Sage 200 enabling integration between Sage 200 and 3rd party applications. Many businesses that use Sage 200 have requirements for integration with other systems. The following few examples are typical scenarios: Web trading making stock information including descriptions, pricing and pictures available on a website, and receiving sales order information. Bespoke stock management systems companies using industry specific systems to handle stock and order processing where stock movements need to also be accounted for in Sage 200. EPOS systems companies using an EPOS system other than Sage POS where sales order and cash transactions need to be posted to Sage 200.

2 Global enterprises where different parts of an organisation use different accounting/business management solutions and require customers, suppliers and various transaction types to be synchronised between systems. In the above situations, the typical solution is to write complex and very costly data transfer routines to handle movement between different database types. Often this can result in large administrative overheads in transferring the data , and discrepancies occurring between systems as a result. Sage 200 CSV Import Utility has been designed to assist in these scenarios and many more. Summary of Sage 200 CSV Import Utility Features Easy to install & configure - easy to follow install wizard and simple configuration options.

3 Automated standard Import routines Sage 200 CSV Import allows for the standard Sage 200 Import routines to become automated, cutting down on the amount of time spent by users transferring data manually. CSV format supported data can be transferred in and out of Sage 200 in CSV format, allowing for more flexible integration with different database types. Full audit log of posted and failed transactions - All posted and failed files are moved to a new location, allowing repeat processing of successful files should a data restore be necessary for any reason. Page | 2 Configuring Sage 200 CSV Import Utility Easy to install Sage 200 CSV Import Utility can be installed on any PC which has the Sage 200 client software installed.

4 Easy to set up A series of easy to configure settings are then applied which allow you to specify how often the program should check for new files, which Sage 200 database is being used and all the relevant locations where files are to be imported from. Import into Sage 200 The following imports can be automated using the Sage 200 CSV Import Utility: Sales Ledger Accounts Purchase Ledger Accounts Sales Ledger Transactions Purchase Ledger Transactions Nominal Ledger Transactions Stock Records. Page | 3 Running CSV Import Utility Easy to use Once the settings have been assigned, the program can either be set to start up automatically or opened on demand. It then waits for files to appear in the relevant file locations and attempts to process them.

5 Only valid files will be posted. If validation fails for any reason, the file will be rejected and moved to a specific location in order for you to check it. Whether a file posts successfully or not, a detailed report is generated which can be reviewed at any time. File Formats For details on any of the CSV file formats, or for sample files, please email us at Additional Development Should you require any additional Import or export routines to be created, or require any functionality that does not come as standard in the CSV Import Utility module, we would be happy to talk to you. Please just contact us on the details below. Page | 4 Contact Us Eureka Solutions have worked successfully with many Sage 200 customers over the past 5 years.

6 In addition to CSV Import for Sage 200 and our other modules that we have written for Sage 200, we are also happy to engage in bespoke/customisation work to help tailor your Sage 200 system to meet your specific business requirements. To download a 30 day trial of CSV Import for Sage 200 and for all up to date information and details of our modules, please refer to our website Our bestselling addon modules include Our Sales Order Plus module has been specifically designed to provide fast order entry from within Sage 200 and aims to ensure that all information required by users entering orders is easily available from the main order entry screen. Sales Orders Plus has been really successful in telesales and tradecounter environments where fast order entry and access to sales history information is vital.

7 data Exchange for Sage 200 is ideal for two-way integration between Sage 200 and 3rd party systems, for example websites, CRM and manufacturing systems. data Exchange allows for the transfer of information such as customer and supplier details, sales and purchase orders, stock records and stock levels, and Cash Book transactions in either CSV or XML file formats. Our Plus Pack is a collection of over 50 individual Addons for Sage 200, most of which were created as a result of customer requests. The Addons included in the pack range from simple sales order entry enhancements to some serious improvements to core Sage 200 functionality. If you wish to discuss a specific project or pricing or would like further information on CSV Import for Sage 200 or any of our addon modules for Sage 200 then please call our head office on 01355 581 960 or e-mail us at