Once your Sage 50 US integration is set up, you can easily export your expenses from Sage Expense Management and import them into Sage 50 US - either automatically through scheduled exports or manually whenever needed.
Step 1: Access the Sage 50 US integration
Log in to Sage Expense Management with your Admin credentials.
From the left menu, select Integrations.
Click Sage 50 US to open the integration dashboard.
Step 2: Locate or generate your export file
Depending on how your export is configured, you can either download an existing export file or generate one on demand.
If you have an auto-scheduled export
You’ll find the exported files in your Export Log within the dashboard.
Simply download the latest file available for review and import.
If you want to export manually
Click the Export button at the top of the dashboard.
Sage Expense Management will generate a new file containing all expenses that are ready for export.
Once complete, download the CSV file from the Export Log.
Step 3: Review the export file
After downloading the CSV file:
Review the data for accuracy.
If there are any errors, you’ll find an error description and resolution step in the right-most column of the sheet.
Correct the errors directly in the CSV, save your changes, and proceed to import.
Step 4: Set up your import template in Sage 50 US
Before your first import, create an import template in Sage 50 US that matches the SEM export file. This is a one-time setup. Once saved, the same template works for all future imports.
Open your Sage 50 US account.
Go to File > Select Import/Export.
Select the module you'll be importing into (for example, General Journal Entries or Purchases).
Go to the Fields tab and check it against the format listed below.
Check Show for each field listed, uncheck any field not listed, and make sure the column order matches the numbering below.
Go to the Options tab and check the box First Row Contains Headings.
Click Save and name the template something identifiable, like "SEM Purchases Template."
If a future import throws an error pointing to a specific line number, it usually means a field in the template doesn't match the exported CSV. Recheck the field list against the format below.
Import format:
General Journal
General Journal
Date
Reference
Date Clear in Bank Rec
Number of Distributions
G/L Account
Description
Amount
Job ID
Used for Reimbursable
Transaction Period
Transaction Number
Consolidated Transaction
Recur Number
Recur Frequency
Purchase
Purchase
Vendor ID
Vendor Name
Invoice/CM #
Apply to Invoice Number
Credit Memo
Date
Drop Ship
Customer SO #
Waiting on Bill
Customer ID
Customer Invoice #
Ship to Name
Ship to Address-Line One
Ship to Address-Line Two
Ship to City
Ship to State
Ship to Zipcode
Ship to Country
Date Due
Discount Date
Discount Amount
Accounts Payable Account
Ship Via
P.O. Note
Note Prints After Line Items
Beginning Balance Transaction
Applied To Purchase Order
Number of Distributions
Invoice/CM Distribution
Apply to Invoice Distribution
PO Number
PO Distribution
Quantity
Item ID
Serial Number
Description
G/L Account
GL Date Cleared in Bank Rec
Unit Price
UPC / SKU
Weight
Amount
Job ID
Used for Reimbursable Expense
Transaction Period
Transaction Number
Displayed Terms
Return Authorization
Recur Number
Recur Frequency
Payment
Payment
Vendor ID
Vendor Name
Check Name
Check Address-Line One
Check Address-Line Two
Check City
Check State
Check Zipcode
Check Country
Check Number
Date
Memo
Cash Account
Cash Amount
Total Paid on Invoice(s)
Discount Account
Prepayment
Customer Payment
AP Date Cleared in Bank Rec
Detailed Payments
Number of Distributions
Invoice Paid
Discount Amount
Disc Date Cleared In Bank Rec
Quantity
Item ID
Serial Number
Description
G/L Account
GL Date Cleared in Bank Rec
Unit Price
UPC / SKU
Weight
Amount
Job ID
Used for Reimbursable Expense
Transaction Period
Transaction Number
Voided by Transaction
Recur Number
Recur Frequency
Payment Method
Step 5: Import the file into Sage 50 US
Open your Sage 50 US account.
Go to File > Select Import/Export.
Based on the module you want to import into (for example, General Journal Entries or Purchases), select the template you saved in the previous step.
Go to the Options tab.
Under Import/Export File, replace the default path with the latest export file you downloaded from Sage Expense Management.
Under Import Options, check the box First Row Contains Headings.
Click OK to import your expenses into Sage 50 US.
Step 6: Resolve import errors (if any)
If Sage 50 displays an import error:
Review the error message to identify the issue and the specific line entry causing it.
Correct the problem in the CSV file.
Re-import the corrected file.
Tips and best practices
Always use the default Sage 50 template for seamless compatibility.
Double-check that all account and vendor mappings are up to date before exporting.
Keep a backup of your exported CSVs for audit and reconciliation purposes.
Contact support
If you encounter issues or need help resolving errors, contact us at [email protected] and our team will be happy to assist you.