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Use case · Accounting, CRM and industry files

Accounting import files, built from your ERP data.

The QuickBooks, Sage 100 and NetSuite packs ship the file layouts those products import, plus mappings from generic Customer, Vendor, Product and Account layouts.

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The problem

Getting customers, vendors, items, invoices and journal entries into an accounting system means producing the exact file its import expects. One wrong column or an over-long value and the import rejects it.

What you need

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

Edition. DataBridge Server or Desktop for the file work.

Pricing and what each edition includes.

Steps

How DataBridge does it.

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

  1. Step 1

    Export or query

    Start from a file exported from your ERP, or from a saved query on its database.

  2. Step 2

    Field mapping

    Map the generic layout (Customer, Vendor, Product, Account) to the target product's layout with the pack's mappings, or edit your own copy.

  3. Step 3

    QuickBooks Desktop IIF

    The pack writes accounts, customers, vendors, items, invoices, bills, customer payments, bill payments and journal entries. A transaction is one line per posting line (TRNS, SPL, END) and DataBridge adds the !SPL and !ENDTRNS layout lines for you.

  4. Step 4

    Sage 100 and NetSuite

    Sage 100 layouts follow Visual Integrator field names and lengths, and file validation reports an over-long value before you load. NetSuite layouts match the CSV Import Assistant and use ExternalID as the key.

  5. Step 5

    Deliver

    Push the file to a folder or SFTP server, then import it with the product's own tool.

Honest limits

What this does not do.

  • The packs exchange files. None connects to QuickBooks, Sage 100 or NetSuite directly, and there is no QuickBooks Online sync.
  • The layouts were built from the vendors' documentation and tested against the packs' own sample files, not against a live company. Do a trial import into a test company first.
  • NetSuite custom records and SuiteTalk REST are not included.

Marketplace packs used: QuickBooks Connector, Sage 100 ERP Connector, NetSuite Connector. See the Marketplace.

Keep reading

Related pages.

Marketplace packsPricing and modulesImport CSV into QuickBooks DesktopSage 100 Visual Integrator import filesNetSuite CSV import files
Next step

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The free browser edition needs no sign-in and never uploads your files.

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