Import cross-selling stock items

This feature is only available from Sage 200cloud Professional Spring 2019 version onwards.

Find this screen

Open: Stock Control > Utilities > Import and Export > Import Cross-Sell Items

How to

Create an import file for cross-selling stock items

You can import stock cross-selling items using a CSVComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file.

  1. Download the import information and example file:

  2. Create your import file in the format of the CSV example file.
  3. Read the information in the import format file (XLS), and make sure your information is correct and all mandatory fields are included.

    • Cross-selling stock items must have a StockItemCode and CrossSellingItemCode.
  4. Save your import file.

Validate your import file

You can validate the file to make sure all the records are in the correct format and have the required mandatory fields. No records are imported

  1. Select Validate records only and click OK.

  2. Browse to your import file, select it and then click Open.

    The file is checked and two reports are generated:

    • The Update Report: Shows the valid records that would be successfully imported into Sage 200cloud.
    • The Update Report (Invalid): Shows the invalid records that would not be imported into Sage 200cloud. The reason for the failure is shown in the report, and there may be more than one reason for the failure.

    Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

    Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

  3. Check both reports to ensure that your records are complete and correct.

  4. Make any required corrections to the records in your import file.
  5. To revalidate your import file, repeat this process.

Import cross-selling stock items

Open: Stock Control > Utilities > Import and Export > Import Cross-Sell Items

  1. Select Validate and import cross-sell items.
  2. Click OK.
  3. Browse to the import file you created, select it and then click Open.

    Sage 200cloud checks the records, imports the valid ones and generates two reports. One lists the imported records, the other lists the invalid records.

    Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

    Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

  4. Check both reports to ensure that your records have been successfully imported.
  5. Make any corrections required to the records in your import file.

    Tip: We recommend that you remove those records that were successfully imported. As they can't be imported a second time, this stops them cluttering up your report.

  6. Repeat until all records are successfully imported.

What happens when

What happens when I validate the file?

When you validate an import file Sage 200cloud checks for the following:

  • Whether any of the records already exist in Sage 200cloud.

  • Each record contains all mandatory fields.
  • All fields are correctly formatted.

Two reports are produced as part of the validation process:

  • One lists those records that passed the checks and can be imported.
  • The other lists records that failed validation and would not be imported into Sage 200cloud. For each record a single failure reason is provided.

What happens when I import the file?

  1. The import file is validated.
  2. All valid records are imported. Any invalid records are ignored.
  3. A report listing the imported records is produced.

  4. If any records haven't been imported, these are shown on a second report.

Tip: Can't see the report? Check the spooler or your printer.