Importing CSI or NAHB Codes into Sage 50 Canada Service Items List

Below are spreadsheets that can be used to import Service Items into Sage 50 Canada. For commercial contractors, either CSI 95 or 2016 format would be recommended and for residential contractors NAHB.

Important Things To Know

• Importing Service Items is optional and may be used when a blank Sage 50 Canada database has been prepared or if a company chooses to move to a industry standard coding structure.

Preparing the Service Item List to be Imported

1. Download one of the text files (*.txt) files below.
2. Open the file using Windows Notepad.
3. Perform a global search and replace function to update the Expense and Income GL Chart of Account references (ex. 4020 and 5020). The GL Chart of Accounts must exist in Sage 50 Canada prior to importing the file.
4. Save the text file and close.

Construction Industry Standard Service Items

• CSI 95 Format - Divisions
• CSI 2016 Format - Divisions
• National Association of Home Building (NAHB)

Import Instructions For Sage 50 Canada

1. Select File.
2. Select Import/Export.
3. Select Import Records.
4. The Import Records Wizard appears.
5. Select Sage 50 import format.
6. Select Next.
7. Select Back Up to create a backup for the company before importing.
8. After the backup is successful, click Next.
9. Select the Browse button besides the Inventory box.
10. Select the CSV or TXT file that you want to import into Sage 50 Accounting.
11. Select Next.
12. Sage 50 Accounting will show a log of all the inventory and services that were added, and the reason why some were not added (if there were any).
13. Select Finish.