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Sage 50 (UK): 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 (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.

6.JPG


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.

7.JPG

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 


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