Export from Sage Pastel

From Pastel (Partner, Xpress or 50cloud) you print a few reports to Excel: your trial balance on the day before your start date, the age analysis of customers and suppliers, and your lists.

In DIANO you pick your start date first. The reports are for the day before it.

1. What it must include

The trial balance for the period that ends the day before your start date
The customer age analysis, detailed (one line per invoice)
The supplier age analysis, detailed (if you owe suppliers money)
The customer, supplier and inventory lists (File › Export)
Do not print to PDF or paper: choose Excel
Do not include last year's closed periods
Do not change the files in Excel before you upload them

2. Step by step in Sage Pastel (Partner, Xpress, 50cloud)

Your trial balance on the day before your start date. Click View › General Ledger › Financial Reports › Trial Balance. Save it as CSV or Excel (.xlsx), not PDF.
1. View
2. General Ledger
3. Financial Reports
4. Trial Balance
A picture of the real screen comes here.
Unpaid customer invoices on the day before your start date. Click View › Customers › Monthly Periodic › Age Analysis. Save it as CSV or Excel (.xlsx), not PDF.
1. View
2. Customers
3. Monthly Periodic
4. Age Analysis
A picture of the real screen comes here.
Unpaid supplier invoices on the day before your start date. Click View › Suppliers › Monthly Periodic › Age Analysis. Save it as CSV or Excel (.xlsx), not PDF. (skip it if it does not apply)
1. View
2. Suppliers
3. Monthly Periodic
4. Age Analysis
A picture of the real screen comes here.
Your customer list. Click File › Export › Export Customer/ Supplier Accounts. Save it as CSV, not PDF.
1. File
2. Export
3. Export Customer/ Supplier Accounts
A picture of the real screen comes here.
Your supplier list. Click File › Export › Export Customer/ Supplier Accounts. Save it as CSV, not PDF.
1. File
2. Export
3. Export Customer/ Supplier Accounts
A picture of the real screen comes here.
Your item list. Click File › Export / Import › Export Inventory Items. Save it as CSV, not PDF. (skip it if it does not apply)
1. File
2. Export / Import
3. Export Inventory Items
A picture of the real screen comes here.
Your chart of accounts. Click File › Export / Import. Save it as CSV, not PDF. (skip it if it does not apply)
1. File
2. Export / Import
A picture of the real screen comes here.

3. The file you get

The names you give each file when Pastel asks (for example Trial Balance.csv)

Give each file a clear name. DIANO recognises a file by its columns, not by its name.

4. Where it lands

On a laptop: The folder Pastel asks you to choose. Write it down: Documents or Desktop is easiest.

On a phone: Pastel runs on a computer. Copy the files to a USB stick, or e-mail them to yourself and save them on your phone.

5. Check before you upload

The company name on each report is yours
The trial balance period ends the day before your start date
The trial balance totals are the same
Every file ends in .xlsx, .xls or .csv

6. Common problems

Pastel prints only to paper

In the print screen, choose the output Excel (or File) instead of Printer.

My age analysis shows totals only

Choose the detailed layout: DIANO needs one line per invoice.

I am not sure which period is the right one

Your start date is the 1st of a month: choose the period that ends on the last day of the month before.

7. The best time to move

The best time to move is just after you finish a month: your VAT return (and payroll, if you pay staff) for last month is done, and your start date is the 1st of this month.

On the day:

Make the backup or the reports on the day you move, not earlier.
From your start date, capture new invoices and payments in DIANO only. Stop capturing in the old program.
Keep the old program for a few months so you can look things up. Do not delete it.

A short video of these steps is coming soon.

Start my move

Still stuck? In DIANO, every step has "Get help" and "Call me back". Or e-mail info@diale.co.za · +27 87 265 3889.