Export/Import Data Function
The import and export data function in Sage Pastel Partner enables you to manage your company data efficiently.
With this function, you can:
- Export and Import Data: Easily transfer customer, supplier, item, and asset data between systems.
- Streamline Data Management: Save time and minimize manual data entry by importing key data elements, though note that transactions cannot be imported.
This powerful feature simplifies data handling and boosts productivity.
ollow these steps to efficiently use the Export/Import Data function in Sage Pastel Partner:
Accessing the Export/Import Data Function
- Open Sage Pastel Partner.
- Click on File in the menu.
- Select Export/Import from the dropdown menu. The Export/Import screen will appear.
Exporting Data
- Choose Export: In the Export/Import screen, select the export function.
- Select Data to Export: Choose the specific data you want to export (e.g., customers, suppliers, items, or assets).
- Specify Output File: Type in the output file name in the provided field.
- Process Export: Click on Process to start exporting your data.
- Locate Exported File: Your exported data will be saved in the C drive under the Pastel19 folder.
Importing Data
- Choose Import: In the Export/Import screen, select the import function.
- Select Data to Import: Choose the specific data you want to import.
- File Format Requirement: Ensure the file you are importing is in CSV format.
- Browse for File: Click on the browse button to locate and select the CSV file you want to import.
- Process Import: Click on Process to start importing your data.
- Confirm Headings: When prompted with “Does the import file contain headings?”, click Yes. Having column headings in your CSV file makes data mapping easier. If your file lacks headings, add a new row with headings before importing.
- Map Fields: The Map Field window will open. Review the mapping and click OK to complete the import process.
By following these steps, you can efficiently manage your data import and export tasks in Sage Pastel Partner.
