Menu

Customer

Releated Topics.

Filter Extracted Data
Training on Static Data
Sales Quote/Order/Invoice
Price Lists
In Cell Searching

Save time updating

Sage 50

Stock/Product Creation
Customer/Supplier Prices
Bill of Material
Project Creation
Location Bins

Sage 200

Simply extract, edit and import

Xero

Import from Excel

50 Trans

Nominal Journals
Quotes/Invoices/Orders
Remote Orders
Product/Stock Adjustments
Sales Receipts
Quick OrderPad

200 Trans

Transaction from Manual Input

Image Alt TextImage Alt Text

Multiple Transactions from CSV file

Xero

Solve the Puzzle?

Sage 50

Help on every type of import
Demo Video of all functionality
Loads of Examples included
Online Training
We can help too…

Sage 200

Image Alt Text

Xero

Great Customer Satisfaction

Customer Comments

Full Trial with Demo Data
Low cost Subscription
Cancel anytime
From a £1 a day
Saving you hours

Simply extract, edit and import

Power of Excel

Sage 50

Quick Template Creation
Customise with:
    Formula
    Macros
    VBA

Sage 200

To reach your goals quickly

Sage 200

Sage 200 Bins

Sage 200 Warehouse & Bins

Create Sage 200 Bins
Stock Take Bins
Move Bin Stock

Fast, cost effective, easy…

Image Alt TextImage Alt Text

Manufacturing

200 Manufact.

Create BOM Stock Easily
Create Bill of Materials
Labour, Machine, Tools

Image Alt Text

Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

Image Alt Text50 Projects

Tags for Customer

The following PostTrans tags can be used to extract/import Customer Records into Sage Line 50 .

See Online Training for Static templates for a full explanation of tags, and how PostTrans reads them to define the Extract/Import template.

Tag Name

Data Type

Description

Important Fields:

Sage200test

Text Req

Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row

CuCRC

Text Req

Contains CRC number to help PostTrans detect changes in current row.

CuDelete

Text 1

Delete record if "X"

CC^

Text 3 EOF

Account Reference
    In Cell Searching values in table CC

DEP^

Text 3


    In Cell Searching values in table DEP

NOM^

Text 20

Account Name
    In Cell Searching values in table NOM

NOMexp^

Text 20

Balance
    In Cell Searching values in table NOMexp

NOMinc^

Text 20

Inactive Flag - yes/No
    In Cell Searching values in table NOMinc

Cur^

Text 8


    In Cell Searching values in table Cur

Tax^

Text 60

Account Address Line 1
    In Cell Searching values in table Tax

Cust^

Text 60

Account Address Line 2
    In Cell Searching values in table Cust

Stock^

Text 60

Account Address Line 3
    In Cell Searching values in table Stock

Loc^

Text 60

Account Address Line 4
    In Cell Searching values in table Loc

Role^

Text 60

Account Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address.
    In Cell Searching values in table Role

CountryCode^

Text 2

Country Code.
    In Cell Searching values in table CountryCode

Bureau^

Text 20

VAT Registration Number
    In Cell Searching values in table Bureau

FinanceCharges^

Text 20


    In Cell Searching values in table FinanceCharges

CreditPositions^

Text 30

Contact Name
    In Cell Searching values in table CreditPositions

OrderValueDiscounts^

Text 30

Name of Trade Contact
    In Cell Searching values in table OrderValueDiscounts

DiscountGroups^

Text 30

Telephone Number
    In Cell Searching values in table DiscountGroups

PriceBands^

Text 30

Second Telephone Number
    In Cell Searching values in table PriceBands

BankAccount^

Text 30 Pro

Fax Number
    In Cell Searching values in table BankAccount

UOM^

Text 30

WWW Address
    In Cell Searching values in table UOM

StockGroup^

Text 30


    In Cell Searching values in table StockGroup

DocInvoice^

Text 255

EMail Address
    In Cell Searching values in table DocInvoice

DocCredit^

Text 255

EMail Address 2
    In Cell Searching values in table DocCredit

DocStatement^

Text 255

EMail Address 3
    In Cell Searching values in table DocStatement

AnalCust1^

Text 50

Send Invoices To This Account via Email
    Sage V2015 onwards
    In Cell Searching values in table AnalCust1

CompanySelect^

Text 20

Send Letters To This Account via Email
    In Cell Searching values in table CompanySelect

Supplier^

Text 30

Analysis 1
    In Cell Searching values in table Supp

CustSalu^

Text 30

Analysis 2
    In Cell Searching values in table CustomerSalutation

NOMpl^

Text 8

Analysis 3
    In Cell Searching values in table NOMpl

NOMbal^

Text 8

Discount Rate %
    In Cell Searching values in table NOMbal

CuDiscType^

Integer

Discount Type
    In Cell Searching values in table PayGroup

CuPriceList^

Text 8

Price List Reference
    In Cell Searching values in table FactorHouse

Country^

Text 8

Country
    In Cell Searching values in table CountryCode

CuCustHead

Yes/No

Override Product Nominal Code in Invoicing

StkGroupDisc^

Text 50

Stock Group Discount
    In Cell Searching values in table discStockGroup

StkDisc^

Text 20

Stock Discount
    In Cell Searching values in table discStock

WOCategory^

Text

Currency
    In Cell Searching values in table WOCategory

Project^

Text 2

Department Number
    In Cell Searching values in table ProjectCode

ProjectCost^

Currency

Credit Limit
    In Cell Searching values in table ProjectCost

PaymentMethod^

Integer

Settlement Due Days
    In Cell Searching values in table PaymentMethod

OPAddCharge^

Integer

Payment Due Days
    In Cell Searching values in table OPAddCharge

StockUOM^

Integer

Average Time To Pay
    In Cell Searching values in table StockUOM

THAccCode

Text 30

Customer / Supplier based on header type

CuCreditRef

Text 60

Credit Bureau Reference

CuBureau

Integer

Credit Bureau Used

CuPriorityCust

Yes/No

Priority Customer

CuCreditPosition

Integer

Credit Position

CuStatus

Integer

Account Status

CuDUNSnumber

Text 9

DUNS Number

Credit Control - Restrictions:

CuApplyCharges

Yes/No

Can Charge Credit

CuTermsAgreed

Yes/No

Terms Agreed Flag

CuHoldMail

Yes/No

Restrict Mail

CuOnHold

Yes/No

Account On Hold

Credit Control - Credit Review:

cuDateOpened

Date

Date Account Opened

CuLastCreditReview

Date

Date Last Credit Review

CuNextCreditReview

Date

Date Next Credit Review

CuApplicationDate

Yes/No

Date Credit Applied For

CuCreditAppRecived

Date

Date Credit Application Recieved

CuMemo

Memo

Customer Notes

Sales:

CuFirstINV

Date Read

First Invoice Date

CuLastInvDate

Date Read

Last Invoice Date

CuLastReceipt

Date Read

Last Payment Date

CuYTD

Currency Read

Turnover Year Date

CuLYTD

Currency Read

Prior YTD

Bank:

CuBankName

Text 60

Bank Name

CuBankAdd1

Text 60

Bank Address Line 1

CuBankAdd2

Text 60

Bank Address Line 2

CuBankAdd3

Text 60

Bank Address Line 3

CuBankAdd4

Text 60

Bank Address Line 4

CuBankPostcode

Text 60

Bank Address Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address.
Postcode Address Lookup

CuBankAccName

Text 60

Bank Account Name

CuBankSort

Text 10

Bank Sort Code

CuBankNumber

Text 60

Bank Account Number

Payment Details.:

CuBacRef

Text 60

Reference for BACS Transfer

CuBankIBAN

Text 60

Bank IBAN Number

CuBankSwift

Text 60

Bank BIC/Swift

CuBankRollNo

Text 60

Bank Roll Number

CuBankAddRef1

Text 60

Bank Additional Ref 1

CuBankAddRef2

Text 60

Bank Additional Ref 2

CuBankAddRef3

Text 60

Bank Additional Ref 3

CuPaymentMethod

Text 2

Payment Type

CuOnlineReceipts

Yes/No

BACS Online Receipts Flag

Payment Details:

CuManager

Text 60

Name of Account Manager

CuType

Integer

Account Type

CuCustType

Yes/No

Account Type Customer Flag

CuDonor

Yes/No

Account Type Donor Flag

CuTypeNumber

Yes/No

Account Type Member Flag

Delivery Address:

CuDelName

Text 60

Delivery Name

CuDelAdd1

Text 60

Delivery Address Line 1

CuDelAdd2

Text 60

Delivery Address Line 2

CuDelAdd3

Text 60

Delivery Address Line 3

CuDelAdd4

Text 60

Delivery Address Line 4

CuDelPostcode

Text 60

Delivery Address Postcode

CuDelContactName

Text 30

Delivery Contact Name

CuDelFax

Text 30

Delivery Fax Number

CuDelPhone

Text 30

Delivery Telephone Number

Building Society:

CuBankBuildSocRef

Text 60

Reference for Building Society Transfer

CuBankUseBuildingSoc

Yes/No

Account uses Building Society

Credit Card:

CuCreditAppRecieved

Yes/No

True if Credit Application Received

CuCCNumber

Text 30

Credit Card Number

Donor:

CuDonorDecFrom

Date

Donor Declaration Valid From

CuDonorForname

Text 35

Donor Forename

CuDonorSurname

Text 35

Donor Surname

CuDonorTitle

Text 4

Donor Title

CuGiftAid

Yes/No

Gift Aid is enabled

Membership:

CuMemberReminderDays

Integer

Member Reminder Date (days)

CuMemberReminderDate

Date

Member Renewal Date

CuMemberSince

Date

Member Since

Other:

CuSalesRep

Text 60

Name of Sales Representative

CuEcCode

Text 3 Read

EC Member Code


Req = Field is required    EOF = End of file, Stop when no more values    

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.