Sage Integration Details

Summary

This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage.

Receipts:  These are not imported; they are paid manually (into Sage) using the End of Day takings report printed from Platinum.

The reports are not installed as standard. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for further details.

Platinum

Go into "Sage Exports" menu.

• Run the reports below for the date range required.

Be careful: Sage will let you import transactions twice, so you must ensure the date range has not already been updated!

• Run the 'Sage Customers - Platinum Expt'
• Run the 'Sage Invoice V/Sale - Check'
• Run the 'Sage Invoice V/Sale - Actual'
• Run the 'Sage Invoice Stock - Check'
• Run the 'Sage Invoice Stock - Actual'
• Run the 'Sage Payments - Actual'

Go into "End of Day" menu.

• Run the End of Day takings reports.

Sage

Customer Details

• Click the [File] drop down menu.
• Choose 'Import'.
• Click 'Yes'.
• Click 'Next'.
• Choose 'Customer Records'
• Click 'Next'.
• Ensure '.csv' is checked.
• Browse for your file.
• Change the "look in" to the P: Drive.
• Double click 'SAGE_CUST.CSV'.
• Click 'Next'.
• Click 'Load Map'.
• Select 'Customer Record Map'.
• Click 'Next'.
• Click 'Finish'.
• Click 'Close'.

This will import all the customer accounts information into Sage. If there are any errors, these will be reported in the information pane.

Please ensure for existing Sage customer records that you enter the Sage account code into the reference field on the Platinum Customer record; this will prevent the account being created twice in Sage.

Stock Invoices/Credits

• Click the [File] drop down menu.
• Choose 'Import'.
• Click 'Yes'.
• Click 'Next'.
• Choose 'Audit Trail Transactions'.
• Click 'Next'.
• Ensure '.csv' is checked.
• Browse for your file.
• Change the "look in" to the P: Drive.
• Double click 'SAGE_STOCK_IMP.CSV'.
• Click 'Next'.
• Click 'Load Map'.
• Select 'Audit Trail Transactions'.
• Click 'Next'.
• Click 'Finish'.

This will import all the Stock transactions into Sage.

Vehicle Invoices/Credits

• Click the [File] drop down menu.
• Choose 'Import'.
• Choose 'Audit Trail Transactions' -> 'Run'.
• Change the "Look in" to P: Drive.
• Double click 'SAGE_VS_IMP.CSV'

This will import all the Vehicle Sales transactions into Sage.

Posting the Payments

• Click the [File] drop down menu.
• Choose 'Import'.
• Choose 'Audit Trail Transactions' -> 'Run'.
• Change the "Look in" to P: Drive.
• Double click 'SAGE_PAY_IMP.CSV'

• Use the "End of Day" report to check all the payments have been processed and that they have been allocated to the correct payment centre.

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Keywords AND Misspellings

Accounts, Sage, Export, Import