Import from Sage using CSV
Export Nominal Activity to CSV from Sage 50 (UK), with a cloud edition note included in the steps, then upload in xontax.
This section is only about the CSV upload path in Settings. Elsewhere on this site we also describe automatic pulls from your old package where we ship that—those are separate from the manual export steps here.
Export your nominal activity from Sage 50 (UK)
- From the Sage 50 home screen, click Modules in the top menu and select Nominal Codes.
- Click Reports in the toolbar.
- In the report list, select Nominal Activity.
- Click the Export button and select CSV from the format options.
- Set your transaction date range to cover all history you want in xontax.
- Leave the nominal code range as blank to 99999999 to include all accounts.
- Click OK. Sage saves a .csv file to your computer.
- Upload that .csv file in xontax.
- Sage Accounting (cloud): go to Reports → Nominal Activity → set date range → Export → CSV.
Import the CSV files in xontax
- Open xontax in your browser and sign in.
- Go to Settings, then open the legacy bookkeeping import section. Click Choose file and select your export — xontax accepts .csv, .txt, and .zip files.
- Upload each CSV in turn when the product asks for it. If column headers differ from our template, map columns on screen before confirming the import.
- When you have both a journal file and open sales or purchases lists, upload the journal export first if you can—it is usually the clearest anchor for historic postings; invoice or bill CSVs may need an extra mapping pass.
- Review imported lines in your ledger after processing finishes. Fix categories or dates in xontax if anything looks off.