Introduction

This article will explain how to export the customer data in the required format to import into iSpaniel for the first time.  These steps apply to Sage Line 50 accounts, but may work for other versions of Sage, however, this has not been tested.

Instructions

  1. Copy the “iSpaniel Export Template.REPORT” file (attached to this article) to the following location on the computer running Sage:
    • C:\ProgramData\Sage\Accounts\2016\Company.000\Reports\Customer\My Customer Reports\
  2. Open Sage Line 50 application.
  3.  In the ‘Customers’ screen select ‘Reports’ from the taskbar
  4. Select 'MY customer reports' from the list on the left-hand side and then 'iSpaniel Customer Record CSV' report
  5. Select 'Export' from the taskbar
  6. Change the file type to CSV, then click save

  7. Wait for the export to complete.

  8. Locate the exported file and open the report in Excel to check if for accuracy.