Exporting Data from Sage 50 (US)

January 18, 2018

12:05 AM

A reader wrote in asking how to extract all of their data from Sage 50 (United States version) without having to buy any special tools. Sage 50 offers a built-in utility allowing you to export data in a format that some other programs, including Excel, can use (as shown in the example below).

Sage50_export_results_in_Excel

Step-by-step for using the Sage 50 (US) Export Data Utility: .....

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Sage accounting export

Hi you can use Cloudslurp to do this - Cloudslurp

You connect Sage accounting and then you can extract full data sets into CSV and JSON URLs in one click.

We are using it to pull data into PowerBI but it would work with other tools or just excel or google sheets. Here is the documentation site with more details:

https://docs.cloudslurp.com

Available Sage Tables from Cloudslurp are:

chart_of_accounts - Table with details of all sage chart of accounts.

ledger_accounts - Table with details of all sage ledger accounts.

ledger_account_classifications - Table with details of all sage ledger account classifications

ledger_account_types - Table with details of all sage ledger account types.

contacts - Table with details of all sage contact details.

contacttypes - Table with details of all sage contact types. e.g. Customer or Supplier/Vendor

contact_people - Table with details of all sage people. A Contact Person represents a person in the staff of a company the user does business with.

contact_people_types - Table with details of all sage contact person types. A Contact Person Type is used to categorize Contact Persons, such as Accounts, Sales, Purchasing etc.

journals - The resource found at /journals is used for recording non-regular transactions, for example, the depreciation of a fixed asset or writing off a bad debt.

products- Table with details of all sage products. Together with services and stock items, products count as catalog items.

catalog_item_types - Table with details of all sage catalog item types. It is used e.g. in the products endpoint to tag resources in a response as product or stock item

services - Table with details of all sage services. Together with products and stock items, services count as 'catalog items'. They can be referenced in invoices' line items, for example.

service_rate_types - Table with details of all sage service rate types. A service can have several different types of rates. You can define your own rate types and use them in the rates listed at the attribute 'sales_rates' when creating a service

stock_items - Together with services and products, stock_items count as 'catalog items'. The resource at this endpoint is a physical product in your stock.

Stock_movements - Are meta information about stock items both inwards and outwards. An outward stock movement is triggered e.g. when a stock item figures in a sales invoice, an inward stock movement occurs e.g. in opening balances, purchase invoices or when you register a stock increase manually

ledger_entries - ledger entry is a movement on a ledger account. Whenever a journal entry or an invoice is created, or a payment is registered, and in many other cases, at least two ledger entries are created, representing the credit and debit accounts' movements in a double entry bookkeeping system.

transactions - Transactions occur when accounting relevant events are registered such as the creation of a Sales Invoice. In order to ensure balanced ledger ac

James more than 4 years ago

Another great and very useful insight!

Thanks for another really useful guide for my 'knowledge base'! Once again, I have to ask when Murph is going to put together a book full of these great articles - would be a great help to the community!

Frank Hannaford more than 7 years ago