Sage Integration Details
Contents
Summary
This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage.
![]() | Receipts:
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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.