Sage Import (UK and Ireland)
Import your file to complete the conversion
We’re aware that Sage are migrating partners to Sage for Accountants. We don’t have full details of the import process but have included separate instructions for these at the bottom of the page under the Import into Sage for Accountants section.
Import into Sage Partner Edition
We’ve prepared your conversion file that you’ll need to import into Sage Accounting to complete the conversion process. We’re providing this file because you’ve indicated you’re an accountant.
If you have an existing Partner Pack with promotional rates available, please contact Sage with details of the ‘Client’ name as it appears in your Accounting Partner Edition and the email address you use to login.
To import the attached file please log into Sage Accounting Partner Edition and click Add New Client > Migrate a Client:
Click the Upload JSON file button:
Browse to the file and click Open. A few seconds later a confirmation will appear. Check the name of the company is correct but ignore the (placeholder) company address. Click Migrate Client to continue:
The company should appear in the Pending tab:
Click an empty area on the row containing the new company to see the following information display for the client:
Click the Promo Code + button to enter MMBA2 as the promo code.
The time taken to process the upload will vary significantly but could take many hours to complete. During this time you can close your browser or computer without interrupting the process.
You can also check on the progress by clicking on the Pending tab of the Client List. Hover over or mouse over the Migrating Business status for more information:
If an error occurs a popup will appear indicating the problem and you’ll be able to download an error file:
Please contact support@movemybooks.com and include a copy of the error file and the JSON file you imported.
Where the migration completes successfully, you’re welcome to double-check it and let us know immediately if you think something is wrong.
Import into Sage for Accountants
To create a Sage company to import the .JSON into
- Log into Sage for accountants
- Click “Multiple Client Import” on the drop down on the right (Drop down next to “Add New Client” button).
- Download the template file then upload it to Sage
- Once uploaded, edit the Company Name to the name of the company you are converting, as well as the year-end to the correct month. Delete the inputted Address Fields (leave empty)
- Click Import
- In Sage, click “Subscription+” on the line of the newly imported company, and select “My Company” for both options (Who is Paying & Who can log in)
- Select “Accounting Plus” for the plan on the right
- Click Save. It should then automatically move the company to under the “Active” header after a few seconds
- Add the Promo-Code “MMBA2”
Upload the .JSON into the newly created Sage company
- Click the “Accounting Plus” button on the respective company
- Select the “Use Existing Sage 50 data…” tab, and upload the .JSON file for this company
Where the migration completes successfully, you’re welcome to double-check it and let us know immediately if you think something is wrong.