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I am aware that you can export financial data from CiviCRM as an IIF or CSV file. Can this data be imported into Sage accounts software?

Does anyone have any experience of this?

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Yes we can import data directly to sage but using custom format

I did take a copy of CSV.php file and created a custom_export.php and then did the changes

But you can also directly change CSV.php file and do the required changes - In most case sage file will need only minimum fields like which can do by altering the SQL

Type - Account Ref - Nominal - Reference - Date - Transaction - Net - Vat - Tax code

If you need more details please let me know - I guess this helps!!!

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    Reason why we use scripts to change CSVs outside of CiviCRM is b/c we trust CiviCRM will always be capable of outputting CSV files; overrides are time consuming re upgrades/testing. – KarinG - Semper IT May 12 '16 at 14:42
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    CRM/Financial/BAO/ExportFormat/ you will find CSV.php and IIF.php - so you can do the changes in CSV.php file – Ramesh - ARTECH Consultancy May 12 '16 at 15:16
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    look for function generateExportQuery() has the full SQL and makeCSV($export) is used for exporting – Ramesh - ARTECH Consultancy May 12 '16 at 15:20
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    Can this make it in to some documentation or blog or somewhere? – petednz - fuzion May 16 '16 at 6:14
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    Sure I will do - I will try to release an extension if possible – Ramesh - ARTECH Consultancy May 17 '16 at 8:22
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Looks like you'd export from CiviCRM into CSV and then wrap your data in <tags> like e.g. <SalInvoice> and </SalInvoice>. Also needs to add a line of vendor info, see:

https://partners.sagenorthamerica.com/irj/go/km/docs/sageKM/Simply%20Accounting%20by%20Sage/Assets/dev-import.pdf

Once you get one working by manually inserting tags and vendor info to CSV data from your CiviCRM then you can script it.

  • Thanks Karin. Do you have any experience of doing this yourself? – William Mortada May 10 '16 at 12:27
  • Not for Sage specifically - no. But other than QuickBooks - using some CSV format - yes. – KarinG - Semper IT May 10 '16 at 12:48

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