{"id":26778,"date":"2019-08-30T08:31:46","date_gmt":"2019-08-30T08:31:46","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=26778"},"modified":"2019-11-12T06:21:41","modified_gmt":"2019-11-12T06:21:41","slug":"sage-300-standard-import-feature","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/08\/30\/sage-300-standard-import-feature\/","title":{"rendered":"Sage 300 Standard Import Feature"},"content":{"rendered":"\n<p><p style=\"text-align: justify\">Sometimes it happens that we ignore the systems standard features and try to find out the alternate way to do the same work. So Today we are going to discuss one of Sage 300 standard features i.e. Import feature.<\/p><\/p>\n\n\n\n<p>New Stuff:- <a rel=\"noreferrer noopener\" aria-label=\"Refund Entry\u2013 Job Related Documents introduced in Sage 300 2019.2 Web Screens (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/08\/30\/refund-entry-job-related-documents-introduced-in-sage-300-2019-2-web-screens\/\" target=\"_blank\">Refund Entry\u2013 Job Related Documents introduced in Sage 300 2019.2 Web Screens<\/a><\/p>\n\n\n\n<p><p style=\"text-align: justify\">Sage 300 allow you to Import the\ndata according to the screen level fields. For example we will check the Import\nfunctionality of Common Services \u00e0\nOptional Field.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">To import the File into sage 300 there is an option \u201c<strong>Import<\/strong>\u201d present under the \u201c<strong>File<\/strong>\u201d Menu using this you can import the record in sage 300.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-1-1.png\" alt=\"Common Services -> Optional Field.&#8221; class=&#8221;wp-image-26779&#8243;\/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Once the user click on Import option, the system will open the Pop up where it will allow you to check the formats and allow to browse and import the file which user wants to import.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"739\" height=\"424\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-2.png\" alt=\"Import Screen\" class=\"wp-image-26780\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-2.png 739w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-2-300x172.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-2-660x379.png 660w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">You can see in below screen, Sage 300 also allows to choose the different file format through which you want to import the data.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"467\" height=\"397\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-3.png\" alt=\"File Type\" class=\"wp-image-26781\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-3.png 467w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-3-300x255.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">You can select the Title Record i.e. if you want to only \u201c<strong>Insert<\/strong>\u201d the record then you can select Insert Option, If you want to Update the existing values then you can select the \u201c<strong>Update<\/strong>\u201c Option and if you want to insert and Update the values then you can select option \u201c<strong>Insert\/Update<\/strong>\u201d.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"467\" height=\"397\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4.png\" alt=\"Title Record\" class=\"wp-image-26782\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4.png 467w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4-300x255.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">You can browse the file from system to upload in to sage 300.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"467\" height=\"397\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4.1.png\" alt=\"Browse path\" class=\"wp-image-26785\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4.1.png 467w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-4.1-300x255.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Now the important part of Import\nfunctionality is Formatting, let\u2019s for example consider user is going to import\nthe record in the form of Excel format then user should create the two sheets in\nsingle excel file i.e. <\/p><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Optional_Fields<\/li><li>Optional_Fields_Values<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"467\" height=\"397\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5.png\" alt=\"Excel format \" class=\"wp-image-26786\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5.png 467w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5-300x255.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"467\" height=\"397\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5.1-2.png\" alt=\"Excel Format type 2\" class=\"wp-image-26787\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5.1-2.png 467w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-5.1-2-300x255.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">In the above Screenshot you can see two section present in screen, the very first section indicates the name of the Sheet and the second section indicate that the columns should be present in excel sheet.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"879\" height=\"685\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.png\" alt=\"Excel Sheet with Format\" class=\"wp-image-26788\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.png 879w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6-300x234.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6-768x598.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6-660x514.png 660w\" sizes=\"(max-width: 879px) 100vw, 879px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"591\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1-1024x591.png\" alt=\"Excel sheet Format 2\" class=\"wp-image-26789\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1-1024x591.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1-300x173.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1-768x444.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1-660x381.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/08\/Image-6.1.png 1245w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Here you can see, we have created\ntwo sheets respectively with names indicates in first section and Columns\nindicates in second section i.e. \u201cOptional_Fields\u201d, \u201cOptional_Fields_Values\u201d.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">&nbsp;This is how you can import the record in sage 300 using the different file type.<\/p><\/p>\n\n\n\n<p><strong>About Us:- <\/strong><\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> offers unique GUMU&#x2122; integrated solutions of&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300 with Sage CRM,<\/a>&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\">Salesforce.com&nbsp;<\/a>and&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\">Magento eCommerce<\/a> along with Sage 300 Migration from <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\">Sage 300 customization and development services<\/a>&nbsp;and integration service for applications such as <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services &nbsp;to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\">GreyMatrix<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\">Document Attachment<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\">Document Numbering<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\">Auto-Bank Reconciliation<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\">Purchase Approval System<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\">Three way PO matching<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\">Bill of Lading<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">VAT for Middle East<\/a>.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">For more details on Sage 300 and 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes it happens that we ignore the systems standard features and try to find out the alternate way to do the same work. So Today we are going to discuss one of Sage 300 standard features i.e. Import feature. New Stuff:- Refund Entry\u2013 Job Related Documents introduced in Sage 300 2019.2 Web Screens Sage 300\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/08\/30\/sage-300-standard-import-feature\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3306,3305,2324],"class_list":["post-26778","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-default-import-feature-of-sage-300","tag-import-feature-in-sage-300","tag-sage-300"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage 300 Standard Import Feature - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/08\/30\/sage-300-standard-import-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage 300 Standard Import Feature - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sometimes it happens that we ignore the systems standard features and try to find out the alternate way to do the same work. 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