Navigator are experienced in Data Migration from many systems and have notes, made by customers who have migrated from various systems on how to extract data from various systems.
Sage Line 5- is one such system. Notes on how to extract data from Sage are below. These should be verified to be up to date and Navigator provide no warranties onto accuracy on current versions of the system as they may change from time to time.
make sure no customers selected
Click Reports and select Customer details"
Select Customer Record CSV (Extended)
Save as slcust.csv
Back on reports
Select "Aged Debtors"
Select "Aged Debtors Analysis (Detailed")
save as sltrans.csv
Choose a transaction date in the future and tick Inc future transactions
Now go to suppliers
make sure no suppliers are selected
and supplier details
choose supplier record csv extended
export as plsupp.csv
Choose Aged Creditors from reports
and Aged Creditors Analysis (Detailed)
export as pltrans.csv