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?
CiviCRM Stack Exchange is a question and answer site for administrators and users of the CiviCRM Constituent Relationship Management software. It only takes a minute to sign up.Sign up to join this community
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!!!
Looks like you'd export from CiviCRM into CSV and then wrap your data in
<tags> like e.g.
</SalInvoice>. Also needs to add a line of vendor info, see:
Once you get one working by manually inserting tags and vendor info to CSV data from your CiviCRM then you can script it.