Migration guide
Move your data from Sage Accounting
Sage Accounting does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Chart of accounts
Lands in Calisto as Records · 12 fields
Your accounts, with their codes and types. Bring these first: everything else names them.
Customers
Lands in Calisto as Contacts · 15 fields
The people and companies you invoice.
Suppliers
Lands in Calisto as Contacts · 15 fields
The people and companies who bill you.
Trial balance at your switch date
Lands in Calisto as Records · 10 fields
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
Unpaid invoices at your switch date
Lands in Calisto as Invoices · 15 fields
Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Unpaid bills at your switch date
Lands in Calisto as Bills · 15 fields
Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Journal history
Lands in Calisto as Records · 12 fields
Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.
Export file
Exporting from Sage Accounting
- Export each file below from Sage Accounting and drop it here.
Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms