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How to export orders to Sage
Posted by OSOP Support, Last modified by Zoe Strassen on 03 January 2017 01:06 PM

How to Import Ebay, Amazon, X-Cart, eBid, SellerDeck/Actinic (including Actinic Online), CubeCart, osCommerce, Interspire,CRE Loaded, ekmPowershop, Pinnacle Cart, Shopify, Rakuten, RomanCart, Paypal, Mail Order and Telephone Sales into Sage

This feature is available in Professional and Premium versions of One Stop Order Processing

This solution uses One Stop Order Processing and Sage (All versions except Startup)

You can import your Orders into Sage as a series of Invoices, into a selected account. All invoices are imported as a single customer (Sales) for a single product (Goods). The total invoice cost and VAT is split into the relevant accounts.

The following instructions explain how to set this up.

1 If the Sage view isn't available you can Import the view from the installation directory (e.g. C:\OSOP\Main).
For more information on how to import views click here.

There are 2 choices of views to import:

Sage.mev Where all orders are imported as individual invoices
Sage-GroupedByDayInvoices.mev Where each day's orders are imported as a single invoice.

The grouped invoices are useful if you have a lot of orders (e.g. from Ebay). They are imported into Sage as a single invoice with the day's total order values (and VAT). Each invoice will have a unique sequential order number. As the views are configurable you can group the orders by any field.

2 Click on the Export Orders button (Export Orders) and select Sage.

This will create a CSV file in the root of drive C.
If required, you can change the name by selecting the Sage View and selecting the View->Change Export Options menu option or click on the '...' button to the right of the View selection field

().

3 Start Sage.

4 Below is a description of where the order information is imported into. You either need to make sure that the accounts (And items) exist in Sage or amend the default values, shown below, to match your setup.

Field Description Default Value
Account Reference The customer account who the order is assigned to WEB
Details The income account the sales are assign to Internet Sales


If you need to change any of the values (or add in your own rules or macros) you should customize the current view and change the default values assigned to the Fields shown above. For more information on how to change values in views click here.

5 Select the File->Import menu option, shown below:



6 If you are shown the initial screen, click Next, shown below:



7 Select Audit Trail Transactions and click on Next.



8 Select the C:\OSOP\Sage.csv file.

9 This should then be imported.


Advanced information

The CSV file that is exported from One Stop Order Processing is created in the following format. This format is recognised by Sage.

Field

Type

Size

Can this field be left blank?

Format

Transaction Type

Text

2

No

This must be BP, BR, CP, CR, VP, VR, JC, JD, SI, SC, SA, SP, PI, PC, PA and PR.

Account
(Customer, Supplier or Bank Account Reference)

Text

8

Yes, but only for JC and JD transactions.

The account reference must already exist in your accounts data.

Nominal Code

Text

8

No

The nominal code must already exist in your accounts data.

Department

Integer

3

Yes

Must be a number between 0 - 999 with no decimal places.

Date

Date

10.5

Yes - the current program date is used.

This must be in the format DD/MM/YYYY.

Reference

Text

30

Yes

 

Details

Text

60

Yes

 

Net

Decimal

11

No

8 digits + 2 decimal places.

T/C (Tax Code)

Integer

3

Yes - tax code T0 is used.

This must be between T0 - T99.

Tax

Decimal

11

Yes, however, if left blank the transaction imports with a VAT value of 0.00.

8 digits + 2 decimal places.

Exchange Rate

Decimal

11

No. If importing Base currency transactions the exchange rate is 1.

8 digits + 2 decimal places.

Ex.Ref

Text

30

Yes

 

User Name

Text

32

Yes

 

 

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