How to Export and Import Company Records in Sage 50: Complete Guide

Updated On: May 18, 2026 7:51 am

Proper company data management helps businesses keep records secure and organized. In Sage 50, users can easily export and import company records to transfer data between systems, create backups, or move records to another company file. This process allows businesses to manage important financial and customer information more efficiently.

In this guide, we explain different methods to export and import Company Records in Sage 50, including text file transfers, CSV imports/exports, and cloud-based record transfers through Sage 50 Cloud.

Reasons to export and import company records in Sage 50

Businesses may need to export or import company records for several reasons, including:

• Moving data to a new computer or server.
• Creating a secure backup of company information.
• Sharing records with accountants or team members.
• Migrating data to another company file.
• Restoring company records after system issues.
• Updating or transferring customer and vendor lists.
• Before importing or exporting records, always verify that both company files use compatible Sage 50 versions.

Transfer records between two Sage 50 company files

If you want to transfer company records from one Sage 50 company file to another, you can do so by exporting the data into a text file and then importing it into the new company file. 

Export Company Records to a Text File

Follow these steps to export records from your existing Sage 50 company file:

• Open Sage 50 and navigate to File >> Import/Export >> Export Records.
• Select Export records to a Sage 50 import file format and click Next.
• Choose the type of records you want to export, such as Vendors, Customers, Inventory, or Employees.
• Enter a name for the export file.
• Select the folder location where you want to save the file.
• Click Browse to choose the destination folder and then select OK.
• Click Next to continue.
• On the Select Records screen, choose the records you wish to export.
• Click Next to start creating the export file.
• Once the export process is complete, Sage 50 will display a summary of exported records.
• Review the information carefully to ensure the exported data is correct.
• Click OK and note the file name and location shown by the Export Wizard.
• Select Finish to complete the process.

Import the Exported File into Another Sage 50 Company File

Important: Always create a full backup before importing records to prevent accidental overwriting or duplication.

After exporting the records, follow these steps to import them into the new company file:

• Open the new Sage 50 company file.
• Go to File >> Import/Export >> Import Records.
• Select the Sage 50 import format and click Next.
• Before importing, create a backup of the company file to avoid accidental data loss.
• Click Back Up and complete the backup wizard instructions.
• After the backup finishes, click Next.
• Use the Browse option to locate the exported text files.
• Select the appropriate files and click Open.
• Click Next to begin the import process.
• Sage 50 will display the records that are ready to be imported.
• Verify the details and click OK.
• Click Finish to successfully import the company records into the new file.

Also Read: How to Export Invoices from Sage 50 to Excel?

How to export and import customer records using CSV format in Sage 50

Sage 50 also allows users to export and import customer records using CSV files. This method helps transfer customer details safely and keeps the data properly organized. The process includes exporting the customer list, making changes to the CSV file if needed, and then importing it into the new company file.

Export Customer Records to a CSV File

Follow these steps to export customer information from Sage 50:

• Open Sage 50 and go to File >> Import/Export >> Export Records.
• In the Export Records Wizard, select Export records to a Sage 50 import file format.
• Click Next and choose Customers from the available record types.
• Enter a suitable name for the export file.
• Click Browse and select the location where you want to save the file.

Note: Remember the file name and save location, as you will need it during the import process.

• Click Next to continue.
• Select all customers or choose specific records that you want to export.
• Click Next again to begin the export process.
• Once the export is complete, review the summary window and click OK.
• Select Finish to close the wizard.

Modify the CSV File Before Importing

After exporting the file, you can edit customer details if required.

• Open Microsoft Excel on your system.
• Select File > Open and locate the exported CSV file.
• Make the necessary changes to customer information carefully.
• Ensure the first row of the file contains the required details such as Version Number, Country Code, and the word “Customers.”
• Save the file in CSV (MS-DOS) (*.CSV) format, Save the file in an easily accessible folder.

Important Customer Fields in the CSV File

The CSV file can include the following customer details:

• Customer Name
• Contact Name
• Street Address
• City and Province
• Country and ZIP Code
• Phone and Fax Numbers
• Email Address
• Website Information

Tip: Avoid using commas or quotation marks within fields, as they may interrupt the import formatting.

Import the CSV File into the New Company

Important: Always create a full backup before importing records to prevent accidental overwriting or duplication.

Once the CSV file is ready, import it into the new Sage 50 company file by following these steps:

• Open the new Sage 50 company file in Single-User Mode.
• Navigate to File > Import/Export > Import Records.
• In the Import Records Wizard, select Sage 50 import format and click Next.
• Create a backup of the company file before importing the data.
• After the backup is completed successfully, click Next.
• Click Browse next to the Customer field and select the CSV file you prepared earlier.
• Click Next to start the import process.
• Sage 50 will display a log containing the imported customer records.
• Review the information and click Finish to complete the import successfully.

How to export and import data using Sage 50 Cloud?

With Sage 50 Cloud, users can export and import different types of business data through CSV files. This feature helps transfer records easily while keeping the data secure and organized. You can use this method for Accounts Receivable, General Ledger records, and other company data.

Steps to Export Data in Sage 50 Cloud

Follow these steps to export data from Sage 50 Cloud:

• Open Sage 50 Cloud on your system.
• Go to File >> Import/Export.
• Select the type of data you want to export, such as Accounts Receivable or General Ledger.
• Choose the specific records you want to export and click Export.
• Open the Options tab.
• Under the Import/Export File section, click the drop-down option.
• Open your designated Sage backup folder or selected cloud storage folder.
• Click OK to begin exporting the file.
• After the process is complete, open the Sage 50 US Backups folder.
• Copy the exported file and save it to your local computer.

Steps to Import Data in Sage 50 Cloud

Important: Always create a full backup before importing records to prevent accidental overwriting or duplication.

Before importing, it is recommended to export a sample record or journal entry and use it as a template for the import process.

• Open the Windows App or access Sage 50 Cloud through the Windows Cloud URL.
• Open the Sage 50 US Backups folder and enter your login credentials if required.
• Copy the CSV file you want to import and paste it into this folder.
• Launch Sage 50 Cloud.
• Go to File > Import/Export.
• Select the type of data you want to import.
• Choose the records and click Import.
• Click the button below, Import/Export File, to browse and select the CSV file from the backup folder.
• If your CSV file contains column titles in the first row, enable the First Row Contains Headings option.
• Click OK to start the import process successfully.

Also Read: How to Export Data from Sage to QuickBooks?

Benefits of exporting and importing company records in Sage 50

Using Sage 50’s import and export features offers several benefits for businesses, such as:

• It helps users easily transfer company records from one system or company file to another.
• The process helps maintain proper and well-managed business data.
• Users can transfer large amounts of data quickly instead of entering records manually.
• Exported files can be used as backup copies to restore important company information when needed.
• Businesses can safely share records with accountants or team members.
  It helps reduce manual errors and makes handling company records more efficient.

Final Words

By following the correct steps to export and import Company Records in Sage 50, businesses can securely transfer data, reduce manual work, and maintain accurate company records. Whether you use text files, CSV files, or Sage 50 Cloud, you can complete the process smoothly and avoid errors by following the correct steps. Also, you can securely manage your company information and reduce the risk of data loss.

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