Integration · Accounting

Sage 100 Visual Integrator import files

The Sage 100 ERP Connector ships layouts that follow Visual Integrator field names and lengths, and mappings from generic Customer, Vendor, Product and Account layouts.

CSV, Excel or a query → Sage 100 Visual Integrator CSV

What you need

Modules. Any paid module opens the Marketplace. Add Transfer to deliver files.

Edition. DataBridge Server or Desktop.

Pricing and what each edition includes.

Limits, stated plainly
  • DataBridge writes CSV files that Visual Integrator imports. It does not connect to Sage 100 directly.
  • The layouts were built from the documentation and tested against sample files, not a live company. Run a test import first.
Steps

How it works.

Each step names the feature as it appears in the product.

  1. Step 1

    Source data

    A CSV or Excel export, or a saved query on your own database.

  2. Step 2

    Mappings

    The pack's mappings turn the generic Customer, Vendor, Product and Account layouts into the Sage 100 layouts.

  3. Step 3

    Layouts

    Customers, vendors, items, warehouses, sales orders, purchase orders, AR invoices, AP invoices and GL accounts.

  4. Step 4

    Length checks

    File validation enforces each field's length, so an over-long value is reported before you load the file.

  5. Step 5

    Codes

    Item type and account type become Sage's one-letter codes, and terms codes are the two characters your own crosswalk supplies.

Marketplace packs used: Sage 100 ERP Connector. See the Marketplace.

Questions

Common questions.

Does it connect to Sage 100?

No. It produces the CSV layouts Visual Integrator reads, and you run the import in Sage 100.

How are terms codes handled?

Terms codes are the two characters your own crosswalk supplies, so build that crosswalk before you map.

Keep reading

Related use cases and integrations.

QuickBooks, Sage 100, NetSuite, Salesforce, HubSpot, Dynamics 365, Shopify and Amazon are trademarks of their respective owners. Names are used only to say which system a connection, layout or file is for. ExtensibilityCo is not affiliated with or endorsed by any of them.

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