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Importing and exporting

You can import a variety of data into Sage 200 and out of Sage 200, using csv or xml files. The options for these are located in the Utilities section for each module.

Where the data to be imported or exported is complex, for example, the import and export of BOM records in the Bill of Materials module, the data can only be imported or exported using XMLExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. files. is complex.

Note: Sage can provide a conversion utility to convert a CSVComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required XML format. The conversion does not support the full range of values you can import in XML, but allows you to process key pieces of data. Ask your Business Partner for more information.

What can you import?

Financials modules

	Accounts	Transactions	Budget values	Report categories	Cost centres	Departments
Sales
Purchase
Nominal

Note: In addition, new accounts can be added to the sales and purchase ledgers, using the Update Account File utility in each ledger, although you cannot use this utility to add information to existing accounts, or import foreign currency receipts or payments.

Commercials modules

	Product Groups	Stock items	Opening balances	Prices
Stock
SOP Price Book
POP

Project Accounting

	Timesheet data
Projects

Note: You can also import timesheet users from payroll, and post timesheets and expenses to financials, projects or payroll, but these activities are all internal within the Project Accounting module in Sage 200.

Bill of Materials

	Header	Components	Drawings	Operations	Comments	Documents
Bill of Materials

Manufacturing

	Records	Groups
Employees
Expense Types
Labour Categories
Non-chargeable Time
Make to stock
Sales Forecasts
Drawings
Operations
Labour resources
Machine resources
Tool resources

What can you export?

Commercials modules

	Product Groups	Stock items	Opening balances	Prices
Stock
SOP Price Book

Bill of Materials

	Header	Components	Drawings	Operations	Comments	Documents
Bill of Materials

Manufacturing

	Records	Groups
Employees
Expense Types
Labour Categories
Non-chargeable Time
Drawings
Operations
Labour resources
Machine resources
Tool resources

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