SchoolBase supports the export of Fee Payer information to populate the ‘Customers’ area of your accounts system

1.    Select ‘Export Adults’ from your Finance Menu

2.    Select the version of Sage Accounts you are using

3.    Select whether you want a complete export, or only to export changes since your last export (incremental)
4.    Select the ‘level above which export data is required’.  For example, if you require to transfer fee payer details for both current pupils and confirmed prospects, you should select ‘90 – Confirmed’.
5.    Browse to locate the folder in which the export file should be created
6.    Click ‘Export adult information’ to create the export file.  If all is well, you will see the following two messages:-

… click ‘OK’

… click ‘Yes’ to set a date flag against the exported records so that future exports will be ‘incremental’.
NB:    It is not necessary to export pupil information – indeed Sage has no way of receiving or storing it!

Import Fee Payers as Customers into Sage Accounts 50

1.    Select the Sage File | Import menu
 

2.    Select ‘Customer Records’ and click ‘Run’

3.    Browse to the location of the export file you created from SchoolBase, select it, and click ‘Open’
4.    If all is well, after a few seconds processing you will see the following window.

You can now view the fee payers’ list in ‘Customers | Customer List’ in Sage:-

Double-clicking on a customer shows their address details as imported from SchoolBase.

Whilst it is of course possible to amend these details in Sage, it is recommended that any changes are made in SchoolBase and a new export/import transfer run to update Sage, thus avoiding discrepancies between the two systems.