t9966 Posted December 4, 2007 Share Posted December 4, 2007 Hi We use sage instant accounts and we need to import all our invoices generated from whmcs into sage every month. Does any one now how this can be achieved? 0 Quote Link to comment Share on other sites More sharing options...
hobbit666 Posted December 4, 2007 Share Posted December 4, 2007 lol i've started a silimar thread all ready about this but got no reply. So i'm going to look at coding something myself. If no one replys i'll share what i make with the forum. Are you in the UK? 0 Quote Link to comment Share on other sites More sharing options...
t9966 Posted December 4, 2007 Author Share Posted December 4, 2007 Hi Yes we are in the uk, we just need to do a monthly export of all generated invoices and get these imported into sage somehow as most of our business is accounted for in sage. 0 Quote Link to comment Share on other sites More sharing options...
Baja Posted December 4, 2007 Share Posted December 4, 2007 Is SAGE something similar to Quickbooks, yet just for the UK? 0 Quote Link to comment Share on other sites More sharing options...
t9966 Posted December 4, 2007 Author Share Posted December 4, 2007 Sage is probably the leading accounting package for businesses in the uk. Im not sure if it can be used in other countries. Here is a link. http://www.sage.co.uk/productsandservices/home.aspx?tid=131865&stid=131937 0 Quote Link to comment Share on other sites More sharing options...
hobbit666 Posted December 4, 2007 Share Posted December 4, 2007 I've tried using the reports and export the clients to a csv file but get several errors importing them, which i think is down to sage needing extra data. ihmedia, i've had a look at Sage instant accouning import but can't seem to find where i can import invoices? *edit - think i found it Audit Trail? Sorry new to sage as well as WHMCS 0 Quote Link to comment Share on other sites More sharing options...
flaming Posted January 23, 2008 Share Posted January 23, 2008 Hi, we use Sage V12, id be happy to help in anyway if anyone is still developing this addon / module. Flaming 0 Quote Link to comment Share on other sites More sharing options...
rslyon Posted February 12, 2008 Share Posted February 12, 2008 Hi, We have used a sage addon that can import data from any SQL query into sage. This has been done for helm and can be done for WHMCs too. Is anybody interested to work with us on this ? We will just need help with writing the SQL query. 0 Quote Link to comment Share on other sites More sharing options...
mediademon Posted November 3, 2008 Share Posted November 3, 2008 Would be interested to know what the addon is? 0 Quote Link to comment Share on other sites More sharing options...
coeplicltd Posted December 15, 2008 Share Posted December 15, 2008 This is one i'd love to happen, i am in the same situation ( however i am a new WHMCS user ) 0 Quote Link to comment Share on other sites More sharing options...
rslyon Posted December 19, 2008 Share Posted December 19, 2008 Hi, We have integrated Helm with sage and have almost completed whmcs integration with sage. See helm demo at http://sage.fast2host.com/ for helm + sage. The import will do the following: Import customer contacts and details Import Sales invoices Import Sales credits ( cancelled invoices etc ) Set the correct tax code and rate Import transactions and set them to the correct Nominal code depending on payment gateway used. I will post a demo in the next week or so. It is very simple. Just click on a synchronise button. 0 Quote Link to comment Share on other sites More sharing options...
ahdkaw Posted December 19, 2008 Share Posted December 19, 2008 Isn't there an Import function built in to Sage anyway? I know you can import products and product transactions using CSV files. Perhaps you can import invoices or at least invoice transactions in the same way. The field names and order in which to place them is in the Sage User Manual somewhere. 0 Quote Link to comment Share on other sites More sharing options...
vmukdaniel Posted December 31, 2008 Share Posted December 31, 2008 Hi, Just browsing through the forum! On this one I have created custom PHP files (next to WHMCS and .htaccess controlled) which will get the correct data from WHMCS and compile the output to the correct format of the CSV file. I have also created an EXE Program which runs on our office server daily to download the CSV files and import them into sage automatically. This process works very well and has been for a few weeks now. So to sum up - all you need to do is create the MySQL queries and PHP code to compile and download the CSV files and you can then import using the standard import tool for Sage. 0 Quote Link to comment Share on other sites More sharing options...
mediademon Posted December 31, 2008 Share Posted December 31, 2008 Hi Daniel Any chance you would share your code, this seems like a useful solution! 0 Quote Link to comment Share on other sites More sharing options...
vmukdaniel Posted December 31, 2008 Share Posted December 31, 2008 Hi, I will PM you the code! 0 Quote Link to comment Share on other sites More sharing options...
mediademon Posted December 31, 2008 Share Posted December 31, 2008 Thanks Daniel! 0 Quote Link to comment Share on other sites More sharing options...
DaveHarris Posted January 2, 2009 Share Posted January 2, 2009 Any chance I can have a copy too?? dave at dhconsulting dot com 0 Quote Link to comment Share on other sites More sharing options...
rslyon Posted January 8, 2009 Share Posted January 8, 2009 Hi Daniel Any chance I can have a copy ? Russell @ fast 2 host dot com 0 Quote Link to comment Share on other sites More sharing options...
ChrisGooding Posted January 9, 2009 Share Posted January 9, 2009 Hi Daniel, I too would be very grateful of the code. chris dot gooding [at] xtrgameservers dot com Many Thanks 0 Quote Link to comment Share on other sites More sharing options...
rslyon Posted January 20, 2010 Share Posted January 20, 2010 Did anyone get a copy of this code ? Still looking into importing directly to sage. 0 Quote Link to comment Share on other sites More sharing options...
Redactuk Posted January 21, 2010 Share Posted January 21, 2010 I would also be interested in doing this. If anyone has any working code they would like to share I would be grateful. Please PM me. Thanks 0 Quote Link to comment Share on other sites More sharing options...
Max Posted December 5, 2010 Share Posted December 5, 2010 Hi, I'm interested in getting a copy of the code. If anyone could assist I'd be very grateful. Thanks Max 0 Quote Link to comment Share on other sites More sharing options...
OptaServ Posted August 17, 2021 Share Posted August 17, 2021 On 31/12/2008 at 5:37 PM, vmukdaniel said: Hi, Just browsing through the community! On this one I have created custom PHP files (next to WHMCS and .htaccess controlled) which will get the correct data from WHMCS and compile the output to the correct format of the CSV file. I have also created an EXE Program which runs on our office server daily to download the CSV files and import them into sage automatically. This process works very well and has been for a few weeks now. So to sum up - all you need to do is create the MySQL queries and PHP code to compile and download the CSV files and you can then import using the standard import tool for Sage. Hi Daniel May you kindly share the link with me as well 0 Quote Link to comment Share on other sites More sharing options...
mywhcmsLIFE Posted April 25, 2022 Share Posted April 25, 2022 Hi Daniel, This many years on and your thread is still very useful. Are you able to share your code with me as well please 0 Quote Link to comment Share on other sites More sharing options...
Bradley Posted October 14, 2023 Share Posted October 14, 2023 Hi I too would like a copy of that code 0 Quote Link to comment Share on other sites More sharing options...
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