Once your Sage 50 US integration is set up, you can easily export your expenses from Sage Expense Management and import them into Sage 50 US - either automatically through scheduled exports or manually whenever needed.
Step 1: Access the Sage 50 US integration
Log in to Sage Expense Management with your Admin credentials.
From the left menu, select Integrations.
Click Sage 50 US to open the integration dashboard.
Step 2: Locate or generate your export file
Depending on how your export is configured, you can either download an existing export file or generate one on demand.
If you have an auto-scheduled export
You’ll find the exported files in your Export Log within the dashboard.
Simply download the latest file available for review and import.
If you want to export manually
Click the Export button at the top of the dashboard.
Sage Expense Management will generate a new file containing all expenses that are ready for export.
Once complete, download the CSV file from the Export Log.
Step 3: Review the export file
After downloading the CSV file:
Review the data for accuracy.
If there are any errors, you’ll find an error description and resolution step in the rightmost column of the sheet.
Correct the errors directly in the CSV, save your changes, and proceed to import.
Step 4: Import the file into Sage 50 US
Open your Sage 50 US account.
Go to File > Select Import/Export.
Choose the module you want to import into (for example, General Journal Entries or Purchases). Select Sage 50’s default template for that module.
Note: Sage Expense Management exports files in this default format, so you don’t need to make manual edits.
Go to the Options tab.
Under Import/Export File, replace the default path with the latest export file you downloaded from Sage Expense Management.
Under Import Options, check the box First Row Contains Headings.
Click OK to import your expenses into Sage 50 US.
Step 5: Resolve import errors (if any)
If Sage 50 displays an import error:
Review the error message to identify the issue and the specific line entry causing it.
Correct the problem in the CSV file.
Re-import the corrected file.
Tips and best practices
Always use the default Sage 50 template for seamless compatibility.
Double-check that all account and vendor mappings are up to date before exporting.
Keep a backup of your exported CSVs for audit and reconciliation purposes.
Contact support
If you encounter issues or need help resolving errors, contact us at [email protected] and our team will be happy to assist you.