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Sage 50 (Canada): Transform the general ledger

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Summary

Learn about the process of transforming for import into MindBridge a general ledger file exported from Sage 50 (Canada).


Notes/Prerequisites

This guide assumes that you have exported a CSV file from Sage 50 (Canada) in the following format, as detailed in the Sage 50 (Canada): Export the general ledger guide.

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Transform the data

The problem

The exported file comes in the grouped format, as a result not each individual transaction row has a properly designated Account ID and Account Description. Also, the file contains rows that have the blanks in the column C "Date" (MindBridge requires each transaction to have an affiliated posted date).

The solution

An in-tool formatter exists within MindBridge that will automatically detect and offer the option to format a Sage 50 (Canada) General Ledger report. Upon importing the file into the General Ledger field on the Data Page, if the General Ledger report is in the format as detailed in our Sage 50 (Canada): Export the general ledger guide, the following screen will result. Clicking on the "Format data" button in blue will automatically transform your file into a suitable format for MindBridge. 

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Previous step: Sage 50 (Canada): Export the general ledger

Next step: Sage 50 (Canada): Import the general ledger into MindBridge 


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