Often when migrating from one accounting system to Sage 100 ERP there are different types of data which you’d like to import. Most of that data such as customer and vendor master information is fairly straightforward. Sage has a great tool called Visual Integrator (pdf) which is used for importing from a source file (we recommend CSV or Comma Separated Value formatted file) into virtually any Sage 100 ERP data table.

There are however some trickier items that require added thought to develop an import routine. One such data import is the process of pulling in customer credit cards. Usually if you’re accepting credit card payment from your customers you’ve also accumulated quite a file of “on hand” numbers for regular customers who ask that you simply charge their latest order to the card you keep on file.

In order to get that initial credit card information imported to Sage 100 you’ll need to follow some basic steps:

1. Open Visual Integrator, Main, Import Job Maintenance
2. Create new import into AR_CustomerCreditCard table
3. Click Perform button and enter the following information:

• Perform Type = After Assign
• File Type = Standard
• Table Name = AR_CustomerCreditCard
• Column Name = CustomerNo
• Sequence = 001
• Command = coBusiness’ARCreditCard’AddNewCreditCard(Temp001$,Temp002$,Temp003$,Temp004$,Temp005$)
• Click Accept button
• Import File: browse to soucefile to be imported
• Select Data Tab and enter the following fields:

Click Add Temp Field button to create Temp001
Data Type = String
Operation = Replace from column in sourcefile that contains the credit card payment type
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp002
Data Type = String
Operation = Replace from column in sourcefile that contains the full credit card number
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp003
Data Type = String
Operation = Replace from column in sourcefile that contains the expiration year
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp004
Data Type = String
Operation = Replace from column in sourcefile that contains the expiration month
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Payment Type
Operation = Replace from column in sourcefile that contains the credit card payment type

CreditCardGUID
Operation = Calculated
Calculation = Temp005$

CreditCardID
Operation: Replace from column in sourcefile that contains the Card ID6

 

For more information login to the Sage KB and navigate to this Sage Article.