Sage 200 UKI Ideas Portal

Improvements to Import Records to allow updates

Currently, Import Records mostly allows a creation of a record, but not an amendment (with the exception of budget data). It would be useful to allow the update of an existing record so that a user can update data on mass like Terms Agreed or Email Address data on SL PL accounts. Similarly, the move to XLSX over CSV would assist with formatting and data mapping issues.

  • Guest
  • Oct 24 2017
  • Delivered
Fixed in version 2019 (Spring/ Summer)
Implemented in version (specific) 2019 (Spring)
  • Admin
    Jo Kirkup commented
    26 Oct, 2023 01:42pm

    This has now been included in Sage 200cloud Professional Spring 2019 and the latest version of Sage 200cloud Standard. Updates have been added for Customer, Supplier, Nominal and Stock records.