How to import data into Sage 100

Explore the available data import methods in Sage 100 to find the best fit for your company.

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There are several Methods available to import data into Sage 100. Here are three methods:

Visual Integrator

• Import Job Maintenance
  • Used to create the import job
  • Select the table to import data into
  • Specify the source file you use to read the data from
• The Data tab in Import Job Maintenance
  • Allows you to specify the fields of data you imported to and the source of that data
• Requires ownership of the Visual Integrator module
• For detailed instructions, review Access Visual Integrator resources and Help for import and export of data

General Ledger Exchange

• Import GL data (not transactions) via General Ledger Exchange
• General Ledger Exchange
  • You can only use to import and export Accounts, Budgets, and General Journal Entries
  • The functionality to import and export Transaction Journals doesn’t exist in the General Ledger Exchange
• The Visual Integrator (VI) module
  • Use to import Transaction Journal Entries.
• For detailed instructions, review Import and export Accounts, Budgets, or Transactions using General Ledger Exchange

Business Objects Interface

Review some Business Objects Interface (BOI) resources available for Sage 100