Sage 50 Order Importer

Sage 50 Order Importer

Sage 50 Order Importer

Import Invoices, Sales Orders and Purchase Orders directly into Sage 50 Accounts, eliminating the need to manually enter.

Schedule to automatically import orders from ecommerce websites, flat files and databases.

Version # 27.0.0.2

Subscription: £130.00+VAT (per year)

Details

Details

Sage Order Importer enables you to import Orders directly into your Sage Instant and Sage 50 Accounts software, eliminating the need to enter them manually.

You can import Sage Orders as Invoices, Sales Orders (SOP) or Purchase Orders (POP) and you can specify which Customer or Supplier Account to use. The system will validate Orders before importing these into Sage Instant and Sage 50 Accounts; invalidated orders can be corrected prior to importing.

Data Imports

Sage Order Importer can be scheduled to automatically import Sage orders from an XML feed directly from your ecommerce website, MS Access Database, MS SQL Server, MySQL, CSV Files (local or FTP) and MS Excel Spreadsheets making a truly universal solution.

Benefits

Benefits

Reduced Costs - by importing orders and producing invoices directly into Sage, key-in times are by-passed, resulting in lower transaction costs.

Reduced Errors - importing orders and invoices directly into Sage Instant and Sage 50 Accounts, eliminates input errors, resulting in the "right-first-time" scenario and saving dispute problems while speeding up the order fulfilment process.

Staff Involvement - frees up this most valuable company resource.

Improved Customer Service - by importing orders directly into the Sage, order and delivery can now be undertaken more accurately resulting in an improved service.

Affordable - Order Importer for Sage is great value for money.

Free Trial - 30 days un-restricted trial plus 30 days support.

Features

Features

Out of the Box Evaluation

Order Importer for Sage comes ready to use "Out the Box", it comes pre-configured to download orders from our demo site and save to Sage Instant and Sage 50 Accounts demo company data. Allowing you to fully evaluate the program immediately and see it in action without accessing your live accounts data until required.*

Order Import Types

You can import Sage Orders as Invoices, Sales Orders (SOP) or Purchase Orders (POP), plus you can specify which Customer or Supplier Account to use.

Multiple Sage Accounts

Supports multiple Sage Account companies with separate data imports by defining an "Order Importer Job" for each company; you can add an unlimited number of jobs making Order Importer one of the most cost-effective solutions around.

Data Import

Order Importer can import Sage orders data from the following sources;

  • XML or CSV feed via HTTP Web Page**
  • MS Access Database
  • MS SQL Server
  • MySQL
  • CSV Files (Local & FTP)
  • Excel Spreadsheets

Save Data to Any Sage 50 Account fields

Configure Order Importer to save order data to any Sage Instant, and Sage 50 Accounts field found in Customers, Invoices / Sales Orders / Purchase Orders and Invoice Items.

If you need to save order data to a Sage Instant and Sage 50 Accounts field not natively supported by Order Importer you can easily define a custom field. Custom fields can map any import field used to any Sage Instant and Sage 50 Accounts field required.

Order Types

You can choose to import Sage Invoices or Sales Orders on a global or by order basis and with orders imported as any of the following;

  • Product Invoice
  • Sales Order
  • Service Invoice
  • Product Credit Note
  • Service Credit Note
  • Product Invoice Proforma
  • Product Invoice Quotation
  • Service Invoice Proforma
  • Service Invoice Quotation
  • Sales Order Quotation
  • Sales Order Proforma
  • WebXeL Sage Exporter

Sage Price Lists

Order Importer supports Sage 50 Accounts price lists and special customer prices.

Purchase Orders

Order Importer can create and manage Sage Purchase Orders based on the content of imported Invoices and Sales Orders. Purchase orders can be created on a per orders basis (ideal for drop shippers) or can be left open and updated with new order imports.

Customer / Supplier Matching

Configure Sage Order Importer to match Orders to existing Sage Instant, and Sage 50 Customer / Supplier accounts using your define rules.

Security Features

Implements integrated security features designed to stop unauthorised personnel from accessing specific program features.

Import Schedule

Simple and advanced scheduling features that allow Sage Order Importer to function fully automated.

Order Validation

Robust validation is performed on all order and customer data to ensure compatibility with Sage Instant and Sage 50 Accounts before saving orders. Any orders failing validation, for example, customer address field to large for Sage Instant and Sage 50 Accounts are clearly shown. Order Importer for Sage has a built-in editing facility allowing quick and easy rectification of any problematic orders.

Failed Order Notification

Sage Order Importer can send email notifications when any orders fail validation checks. Notifications are helpful when the application is running automated with the scheduling feature; you can be notified of problematic orders immediately without the need to check the application.

Network Compatible

Sage Order Importer is fully networked capable; it can connect to Sage Instant and Sage 50 Accounts installations across a local area connection (LAN).

Notes

* You must have access to the Sage Instant and Sage 50 Accounts demo company data to view orders inserted by Order Importer for Sages demo job.

** When setting up Order Importer for Sage to connect to your E-commerce website your web developers help may be required to set up the retrieval and notification pages to work.

Screenshots

Screenshots

Sage Order Importer - Imported Orders

Sage Order Importer - Imported Orders

Sage Order Importer - Saving Orders to Sage

Sage Order Importer - Saving Orders to Sage

Sage Order Importer - Job Wizard Options

Sage Order Importer - Job Wizard Options

Sage Order Importer - Job Wizard Sage Connections

Sage Order Importer - Job Wizard Sage Connections

Sage Order Importer - Job Wizard Sage Options

Sage Order Importer - Job Wizard Sage Options

Sage Order Importer - Job Wizard Import Sources

Sage Order Importer - Job Wizard Import Sources

Sage Order Importer - Job Wizard HTTP Import Settings

Sage Order Importer - Job Wizard HTTP Import Settings

Sage Order Importer - Job Advanced Options

Sage Order Importer - Job Advanced Options

Sage Order Importer - Job Advanced Options Custom Fields

Sage Order Importer - Job Advanced Options Custom Fields

Sage Order Importer - Job Advanced Options CSV/Excel Mapping

Sage Order Importer - Job Advanced Options CSV/Excel Mapping

Click screenshots to view full size

Requirements

Developers

Sage Compatibility

Sage Instant Accounts Versions 15 onwards, Sage Line 50 Versions 10 onwards & Sage 50 Accounts Versions 2008 onwards including Sage 50 C & Sage 50 Cloud (Excluding Sage 50 USA & Canada).

Required Software

Windows-based PC running Microsoft Windows 8, 10 or Windows Server 2008 onwards.

Microsoft .NET Framework 4.5.2
(The WebXeL Order Importer for Sage software installer checks for installation when installing the program and allows you to download directly)

Demo Data

Demo Data

The demo data download zip file contains demo import files for importing orders from, CSV, XLS, XML files and an Access Database.

Currently included are demos using;

  • Sage Import Data CSV
  • Sage Import Data XLS
  • Sage Import Data XML
  • Sage Import Data Access DB
Download Demo Data

Developers

Developers

Developer Key

The developer edition does not connect to Sage, and it is designed specifically for web developers to test Sage Order Importer integration with a clients web site. The application is fully functional apart from this; the save to sage action is simulated only in the developer edition.

Developer Key: DEV-VHM94-1USJX-12GW-WUQL

Sample Files

The sample files download contains sample files for web developers, these provide examples of creating the XML data that Order Importer for Sage expects when its configured to download orders from an HTTP web page.

Currently included are samples using;

  • PHP
  • ColdFusion
  • ASP VBScript
  • ASP.NET (Native .NET code VB)
  • ASP.NET (Native .NET code C#)
Download Sample Files