Exporting Suppliers from Sage50c to Yordex ensures that duplicate suppliers are not created when transactions are exported from Yordex to Sage.
Step 1:
In Sage50c:
- Click on "Suppliers".
Step 2:
- Select "Reports".
Step 3:
- Select "Supplier details".
Step 4:
- Scroll down to "Supplier Record CSV" and select "Data to Excel".
Step 5:
- Select "All" from the Supplier Ref dropdown.
Step 6:
- Click "OK", an XLSX sheet of your suppliers will then be saved to your computer.
Step 7:
In Yordex:
- Navigate to "Settings" > "Services".
Step 8:
- Select "Connect to Sage" and then click "Import Suppliers".
Step 9:
- Click "Upload File" and select the XLSX file downloaded in Step 6.
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