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Import Manufacturing data

You can import data from another system or program into Manufacturing.

Note: You cannot import data from Sage 50 Manufacturing projects.

You can import some Manufacturing data (employees, expense types, labour categories, non-chargeable time, make to stock data and sales forecasts), using Manufacturing System Manager > System Utilities. You can import other Manufacturing data (drawings, operations, labour, machine and tool resources), using the Utilities section within those individual modules.

Before you begin

You must have:

To import Employees, Expenses, Categories, Time, Make to Stock, Sales Forecasts

Open: Manufacturing System Manager > System Utilities > Import.

  1. In the Import window, select the type of data you want to import.

    2. This is Employees, Expense Types, Labour Categories, Non-chargeable Time, Make to Stock data, Sales Forecasts data.

  2. Enter the path to the data file you want to import.

    Tip: You can use Browse to locate the file.

  3. Click Test Import to test that the data is in the required format.

    Note: If it is not in the required format, click here to view the import structures. Check to ensure that your data is in the same format as in the import structures.

  4. To begin the import, click Run.

    A confirmation prompt appears.

  5. To confirm that you want to import the data, click Yes.

    The data is imported.

To import drawings, operations, labour, machine and tool resources

Note: Some modules - Labour, Machine and Tool Registers - will have more options than others, for example, to import both resources and resource groups.

Open: Manufacturing System Manager > [Module] > Utilities.

  1. Select your import options.

    2. Validate Only

    Select this if you want to check the information in the import file but not import it yet.

    Validate and Import

    Select this if you want to check the information in the import file and import it immediately.
    Treat warnings as errors

    Select this if you want to treat warning messages as errors.

    If an error is found in a record, the record will not be imported. If you select to treat warning messages as error messages, then if a warning will also prevent a record from being imported.
  2. Click Import. The Open window appears.
  3. Browse to the file and click Open.

    4. The import process uses the criteria you entered under Import Options.

    When the import process finishes an Import Complete window identifies:

    • The number of records successfully imported.
    • The number of invalid records.
  4. You can choose to view import errors and warnings.

Note: If you use Manufacturing, you will have additional information for stock items and product groups than if you are not using Manufacturing. This additional information can be imported, using options in Stock Control > Utilities.

See also

What do you want to do?

Prepare the import file

Other tasks

Export Manufacturing data

Import Bill of Materials

Reference

File formats

Additional stock item information if you are using manufacturing

Additional product group information if you are using manufacturing information

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