The Sage accounting export module allows you to carry out an export to Sage. Sage specifically targets established online retailers, omnichannel providers, and fast-growing e-commerce companies in the upper mid-market. The interface supports you in particular with the automated and audit-proof booking of large transaction volumes from various sales channels such as your own online shops and international marketplaces.
The Sage accounting export includes invoices and credit notes from a defined period. In addition, you can filter by specific projects to provide targeted data in the export. This way, the separations of business units, clients, shops, or customer groups set up in the system are reflected in the export of the accounting data according to your needs.
You carry out the export of the accounting data for Sage in the Overview tab of the Sage accounting export module. There, you can set the desired filters for the export and download the appropriately prepared data.
Proceed as follows to carry out the Sage accounting export.
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Use the Smart Search to open the Sage accounting export module.
You are in the Overview tab.
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Set the desired filters for the export.
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In the from and to fields, determine the period for which the data is exported.
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Optional: Select a Project to filter the data for the export specifically for a specific project. If you do not select a project, the data for all projects is exported.
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Click on Export.
The export is generated. Depending on the amount of data, this may take some time. As soon as the export is ready, the export files are automatically downloaded. Then import the files into Sage.
Note
The Sage accounting export consists of six separate CSV files, each containing different data:
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Addresses: This file contains the names and address data of your customers, suppliers, and other business partners who are maintained in Xentral and for whom transactions existed during the export period.
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Bookings from invoices: This file contains the invoice data that you export from Xentral. This includes information on the individual invoices, such as the date, tax rate, and amount.
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Bookings from credit notes: This file contains the data on the credit notes that are created in Xentral. Here you will find information on the credit notes, such as the date, tax rate, and amount.
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Open items from invoices: This file contains the open items from the invoices that you export from Xentral. This includes information on the individual open items, such as the date and booking text.
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Open items from credit notes: This file contains the open items from the credit notes that are created in Xentral. Here you will find information on the open items from the credit notes, such as the date and booking text.
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Personal accounts: This file contains information on the personal accounts used in Sage. Here you will find various IDs and numbers for customers, suppliers, and other business partners who are maintained in Xentral and for whom transactions existed during the export period.