Exporting Invoices to Sage 50 using CSV
There are a few steps to export your invoices from Zahara into Sage 50 using CSV. First off the integration in Business > Settings > Integrations needs to be set to Sage 50 CSV.
There is an option to set to consolidate. Please read this help article to understand how to use that.
Next up, you need to make sure you have permission to export Invoices. This is controlled in Business > Settings > Validations. Make sure your name and any others are selected with a Ctrl-Click and then save the changes.
Now you can head back to the invoices list view and select invoices for export. Just tick the relevant ones and then click the Export button on the top right
A CSV file should now be downloaded to your PC. You now need to head over to Sage.
In Sage, click File > Import > Audit Trail Transactions
You now need to create a mappings profile for the fields in the CSV file. They are as follows:
CSV Column Type
Sage Field Name
Nominal A/C Ref
Cost Code Refn
*** Setting Department Reference
The department reference column comes from the Division ID option in Business > Division > Edit Division > Division ID
Sage 50 CSV Consolidation
By default, Zahara will provide a Sage 50 compatible CSV file that contains all line items that were entered for the invoice: For example, the following line items Becomes the following lines in the Sage 50 CSV: However, if you are not interested in ...
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Exporting Invoices - Controlling permissions
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Invoices List - Zahara 3
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