Summary
Learn about the process of transforming for import into MindBridge a general ledger file exported from Sage 50 (UK).
Notes/Prerequisites
You must have exported a CSV file from Sage 50 (UK) in the following format, as detailed in the Sage 50 (UK): Export the general ledger guide.
Transform the data
The problem
The exported file does not contain any column headers which will cause issues during ingestion into MindBridge.
The solution
Simply add the first row with the column headers as shown below:
- A: Account Number
- B: Account Name
- D: Transaction Number
- E: Type
- F: Date
- H: Reference
- I: Details
- M: Debit
- N: Credit
The formatted file should look like this the image below.
If it does, your file does not require any additional formatting and is ready to be imported into MindBridge.
Previous step: Sage 50 (UK): Export the general ledger
Next step: Sage 50 (UK): Import the general ledger into MindBridge
Anything else on your mind?
Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.