Bulk Import of Sage Users
Assuming you have first installed the Woosage50 plugin on your website, you can import users from Sage including their Sage accounts code, price lists etc. using the details below. You can also use this method to add these details to to existing WordPress user profiles. WordPress users can have assigned prices and other permissions that are not applied to guest users, including directing their orders to a specific custom account in Sage.
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 code, price list or other Sage data to existing website users (customers) you can use the following plugin to export and import users:
Overview
Install and activate teh plugin and use the it 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 | woosage_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 column but leave the headings).
Use the plugin to import the CSV file containing the email addresses and Sage account codes (see detailed instructions below).
Woosage fields that can be imported
The following fields names can be includes as columns in an import file.
Field/Column Name | Description |
woosage_sage_account | Customer account on Sage |
woosage_price_list | Name of price list (or duplicate the account code if user has ANY Special Prices in Sage) |
woosage_allow_on_account | Set to 1 to allow this user to use the Woosage credit ordering feature. |
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.
- Select the location and the file will be downloaded.
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 one we provide to create a CSV file with the customer account code, name & email addresses, which can be downloaded and run in Sage as follows.
- Download the Sage report from 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 (the part upto REPORTS is your Sage data Directory, which can be found in Sage 50 Account>Help>About)
- 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.
Related Articles
Setting Sage Customer Account Codes via the Woosage Plugin
The Woosage plugin adds a field to the website user account details (shown below) to allow the Sage Account Code to be added to order generated by the user (when logged on), so that the order is imported to the relevant Sage account. Add a Sage ...Woosage Windows Service Setup
General Settings These settings are setup automatically when Woosage is installed. The main setting is the Startup type, which is set to Automatic so that Woosage will automatically restart when the computer is restarted. Log On Settings By default ...Woosage50 vs. Woosage
Woosage50 is the replacement for Woosage and is designed to improve efficiency and usability. Like Woosage it is available in two variants: Essentials - Basic order processing with some additions, such as Sage reference in website orders and website ...Running Woosage without Sage 50 Accounts installed
Woosage is usually installed on a PC that has Sage installed, but it can be installed without Sage, provided Sage Data Objects (SDO) is installed. SDO is the means by which third-party applications, such as Woosage, can access Sage data and carry out ...Understanding Woosage Errors and Warnings
Notifications Errors and warnings are emailed to the address specified in the settings. The emails come from woosage@woosage.com and the subject is Woosage Process Log Error Messages. The content of the email indicates the number of errors found and ...