Importing Excel data into Sage Instant Accounts

[Philip Murgatroyd]

Wonder if anybody can help as Sage are closed until Monday

I am migrating from Microsoft Office Accounts to Sage Instant .
I have exported my Customer list in excel csv format and tried to use the import wizard on sage.

I have reduced the information to just the customer names in a single column

the problem seems to be that Sage needs an account ref for each customer, is there any way I can do this automatically, or have I got to do this one at a time for each of my 1700 customers.

Any help gratefully received

[David Griffiths]

Open the CSV file in excel

Insert a column for the account reference

Put 1 in the first column and autofil the rest of the list 1 2 3 etc

That gives you a very basic accounts reference. If you want something more usuer friendly such as A001 to Z999 you might be able to use Excel to manipulate the data but you'll probably have to do it manually. If you do that use the Paste Values option to convert the datat from the forumulas back to alphanumeric form suitable for a CSV file