Bulk Import of Sage Account Codes from Sage to Wordpress
Introduction
Assuming
you have first installed the Woosage plugin on your website, you can add Sage
Accounts Code to User Profiles.
Warning. If you are making changes to a live website we strongly advise you to take a database backup prior to carrying out the Import stage of this process.If you want
to apply Sage Account Codes to existing website users (customers) you can use
the following plugin to export and import users:
The Woosage
plugin should be installed and we recommend you take a WordPress database
backup before you start. Then follow
these steps:
Use
the plugin to extract all the user details to a CSV file (see detailed
instructions below). The plugin settings and usage is at Tools>Import and export users and customers.
Modify
the CSV file to remove all data except the username email address and Sage
account fields as shown below. Add the Sage codes by matching on the email
address or username (user_login), which are unique among WP users. Do not
change the order of the field (column) headings.
username | email | sage_account |
auser | ABC123 |
If
you only need to import users (i.e. you already have a list of email addresses
and Sage account codes) you can modify the field headings to match those shown
above.
Alternatively is you have email and Sage account code (e.g. from a Sage extract - see below) copy the email address to the username (ie. duplicate the colum but leave teh username & email headings).
Use
the plugin to import the CSV file containing the email addresses and Sage
account codes (see detailed instructions below).
Exporting
Go to Tools>Import
and export users and customers in the website back-end and select the Export tab.
Then select the Customers from the drop-down list of roles.
Ignore
the date and time fields and leave the delimiter as Comma then click the Download button.
The file
will be downloaded as export-users.
Importing
Go to Tools>Import
and export users and customers in the website back-end and select the Import tab.
Click Choose File and
browse for the CSV file you wish to import.
In Default role tick Customer (this will not be used) and select Leave the old value
for this metadata
Leave the 2
email options unticked if you don't want to notify the users.
Select:
Yes for Update Existing users,
No, skip this user for Update Emails and
No for Update
roles for existing users
In the Never update password dropdown Select Never Update Passwords when updating user
Under the section Users
not present… section leave both options unticked
Click Start
Importing
The users will be updated with the Sage account codes and a summary of the changes will
be shown when complete.
Using a Sage Export to Create New Website Users
If you don't have an existing Sage customer extract report you can use the one we provide to create a CSV file with the customer account code, name & email addresses.
The Sage report is available to download here.
Click on Customer Emails.Report and select download.
Double-clicking the file should open it in Sage Report Designer, but if you want to run it from Sage 50 Accounts>Customers>Reports you should add it to relevant reports folder, which would typically be something like:
C:\ProgramData\Sage\Accounts\2024\Company.000\REPORTS\Customer\My Customer Reports
Run the report and export the results as a CSV file, then amend as necessary to format it for import using the import plugin above.
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