Important: This reference is provided as a guide and may not reflect every field imported for your specific configuration. Certain import sections, such as User Defined Fields, Price Lists, and Discount matrices, may not be fully represented here. As the integration is updated over time, this document may become out of date. If you notice any missing fields, inaccuracies, or discrepancies between this document and the data in your system, please raise this with our support team so that we can review and update this article accordingly.
Sales Ledger (Customer Accounts)
CRM Field Name | Sage 50 Source | Description |
Account Reference |
| Unique customer identifier linking CRM to Sage |
Company Name |
| Display name for the customer account |
Address Line 1 |
| Customer billing/postal address |
Address Line 2 |
| Customer billing/postal address |
Address Line 3 |
| Customer billing/postal address |
Address Line 4 |
| Customer billing/postal address |
Country |
| Customer's country for regional reporting |
Postcode |
| Postal code for address matching |
Telephone |
| Primary phone for customer contact |
Fax |
| Fax number for customer contact |
| Email for communication and duplicate detection | |
On Stop |
| Indicates credit hold status to prevent orders |
Balance |
| Outstanding account balance for credit control |
Last Invoice Date |
| Recency indicator for sales activity |
Last Receipt Date |
| Tracks most recent payment received |
Credit Limit |
| Maximum credit allowed for order validation |
Price List |
| Assigns customer-specific pricing |
VAT Registration Number |
| Tax compliance and invoice accuracy |
Settlement Discount % |
| Early payment discount calculation |
Settlement Days |
| Payment terms for settlement discount |
Overall Discount % |
| Customer-level blanket discount rate |
Default Tax Code |
| Correct VAT rate on new transactions |
Country Code |
| ISO code for country-based logic |
Discount Type |
| Determines which discount group applies |
Override Tax Code |
| Flag for tax code override behaviour |
Currency Rate |
| Exchange rate for foreign currency customers |
Currency Code |
| Customer's trading currency |
Closed/Inactive |
| Soft-delete / suppress inactive accounts |
Website |
| Customer web address for reference |
Purchase Ledger (Supplier Accounts)
CRM Field Name | Sage 50 Source | Description |
Account Reference |
| Unique supplier identifier linking CRM to Sage |
Supplier Name |
| Display name for the supplier account |
Address Line 1 |
| Supplier address |
Address Line 2 |
| Supplier address |
Address Line 3 |
| Supplier address |
Address Line 4 |
| Supplier address |
Postcode |
| Supplier postal code |
Country |
| Supplier country for reporting |
Telephone |
| Primary phone for supplier contact |
Fax |
| Fax number for supplier contact |
| Email for supplier communication | |
Balance |
| Outstanding amount owed to supplier |
Last Invoice Date |
| Recency of supplier invoicing activity |
Currency Code |
| Supplier's trading currency |
Closed/Inactive |
| Soft-delete / suppress inactive suppliers |
Product Items
CRM Field Name | Sage 50 Source | Description |
Product Reference |
| Unique product identifier / SKU |
Description |
| Product name shown in quotes and orders |
Product Category |
| Categorisation for catalogue and reporting |
Discount Matrix Code |
| Links product to quantity discount rules |
Is Stocked |
| Determines if stock levels are tracked |
Tax Code |
| Correct VAT rate applied to product sales |
Average Cost Price |
| Margin and profitability calculations |
Location |
| Default warehouse/bin for the product |
Qty Break Level 1 |
| Quantity threshold for discount level 1 |
Discount Rate Level 1 |
| Discount % at quantity break level 1 |
Last Purchase Price |
| Most recent cost paid to supplier |
Last Discounted Purchase Price |
| Net cost after supplier discounts |
Sales Price |
| Default selling price on quotes/orders |
Unit Decimal Places |
| Precision for price display |
Qty Decimal Places |
| Precision for quantity display |
Barcode |
| Product barcode / EAN for scanning |
Unit Weight |
| Weight for shipping/logistics calculations |
Department |
| Departmental reporting assignment |
Nominal Code (Sales) |
| GL account for sales revenue posting |
Nominal Code (Purchase) |
| GL account for purchase cost posting |
Inactive Flag |
| Marks product as discontinued/obsolete |
Currencies
CRM Field Name | Sage 50 Source | Description |
Currency Code |
| ISO-style code identifying the currency |
Currency Name |
| Descriptive name (e.g. "US Dollar") |
Decimal Places | Hardcoded as | Precision for currency value display |
Exchange Rate |
| Conversion rate against base currency |
Accounts ID |
| Sage internal currency number for linking |
Multiplier | Hardcoded as | Conversion calculation method |
Home Currency |
| Flags whether this is the base/home currency |
Rounding Method | Hardcoded as | Controls how rounding is applied in CRM |
Stock Levels (by Warehouse)
CRM Field Name | Sage 50 Source | Description |
Product Reference |
| Identifies which product the stock belongs to |
Warehouse Code |
| Which warehouse/location holds this stock |
Quantity In Stock |
| Physical stock level (used to derive free stock) |
Quantity On Order |
| Outstanding purchase orders |
Quantity Allocated |
| Stock reserved against sales orders |
Last Order Quantity |
| Reference for reorder patterns |
Reorder Level |
| Threshold to trigger replenishment |
Free Stock | Computed (In Stock - Allocated) | Available-to-promise for new orders |
Physical Stock | Computed (In Stock) | Total physical items on hand |
Sales Orders (Line Items)
CRM Field Name | Sage 50 Source | Description |
Order Number |
| Links line to a specific sales order |
Line Number |
| Line sequence within the order |
Product Reference |
| Which product was ordered |
Product Description |
| Description at time of order |
Unit Price (Foreign) |
| Per-unit price in transaction currency |
Quantity Ordered |
| Number of units ordered |
Line Net Amount (Foreign) |
| Net line value in transaction currency |
Due Date |
| Expected delivery date for the line |
Account Reference |
| Links order to a customer account |
Delivery Postcode (User 1) |
| Ship-to postcode for delivery tracking |
Line Gross Amount (Foreign) |
| Gross line value including tax |
Currency Code |
| Transaction currency |
Line Net Amount (Base) |
| Net line value in base currency |
Line Gross Amount (Base) |
| Gross in base currency for reporting |
Nominal Code |
| GL analysis code |
Quantity Delivered |
| Fulfilment progress tracking |
Order Date |
| When the order was placed |
Customer Order Reference |
| Customer's own PO/reference number |
Discount Rate |
| Line-level discount percentage |
Last Discounted Purchase Price |
| Cost price for margin calculations |
Department Code |
| Departmental reporting |
Allocated Status |
| Whether stock is allocated to the order |
Sales Invoices (Posted)
CRM Field Name | Sage 50 Source | Description |
Invoice Number |
| Unique invoice identifier |
Line Number |
| Line sequence on the invoice |
Product Reference |
| Product that was invoiced |
Description |
| Product description at time of invoicing |
Unit Price |
| Base-currency unit price |
Quantity |
| Number of units invoiced |
Line Net Value |
| Net line total |
Invoice Date |
| Date invoice was raised |
Account Reference |
| Customer account the invoice belongs to |
Comment 1 |
| Additional line item notes |
Comment 2 |
| Additional line item notes |
Contract/Global Details |
| Contract or global reference |
Order Number |
| Links invoice back to originating order |
Customer Order Reference |
| Customer's purchase order number |
Unit Price (Foreign) |
| Price in transaction currency |
Discount Rate |
| Line discount percentage |
Line Net (Foreign) |
| Foreign currency net amount |
Line Gross (Foreign) |
| Foreign currency gross amount |
Currency Code |
| Transaction currency |
Delivery Date |
| Date goods were delivered |
Nominal Code |
| GL analysis code |
Delivery Postcode (User 1) |
| Ship-to postcode |
Department Code |
| Departmental reporting |
Purchase Orders
CRM Field Name | Sage 50 Source | Description |
Order Number |
| Unique purchase order identifier |
Line Number |
| Line sequence within the PO |
Product Reference |
| Product being purchased |
Description |
| Product description on the PO |
Unit Price (Foreign) |
| Purchase price in order currency |
Quantity Ordered |
| Number of units on order |
Line Net Amount (Foreign) |
| Net line value in order currency |
Due Date |
| Expected receipt date |
Account Reference |
| Supplier account placing the order |
Delivery Postcode (PH User 1) |
| Delivery address postcode |
Line Gross Amount (Foreign) |
| Gross including tax in order currency |
Currency Code |
| Order currency |
Line Net Amount (Base) |
| Base currency net for reporting |
Line Gross Amount (Base) |
| Base currency gross for reporting |
Nominal Code |
| GL purchase analysis code |
Quantity Delivered |
| Receipt progress tracking |
Order Date |
| Date the PO was raised |
Supplier Order Number |
| Supplier's own reference / sales order no. |
Discount Rate |
| Line-level purchase discount |
Last Discounted Purchase Price |
| Historical cost reference |
Department Code |
| Departmental reporting |
Delivery Date |
| Header-level expected delivery |
Discount Matrix
CRM Field Name | Sage 50 Source | Description |
Discount Matrix (Product Ref) |
| Product the discount breaks apply to |
Discount Group | Derived from Sage discount band (A-E) | Assigns customer to a discount band |
Discount Description |
| Readable identifier for the discount row |
Quantity Break 1-10 |
| Minimum order qty for each tier |
Discount Rate 1-10 |
| Discount % applied at each qty tier |
Sage 50 supports 5 discount bands (A through E), each with up to 10 quantity break levels. These are flattened into the CRM's discmatrix table with one row per product-per-discount-group combination.
Sales Credits (Posted)
This imports only records where INVOICE.INVOICE_OR_CREDIT = 'Credit Note' and POSTED = 'Y'.
CRM Field Name | Sage 50 Source | Description |
Invoice Number (Credit Note No.) |
| Unique credit note identifier |
Line Number |
| Line sequence on the credit |
Product Reference |
| Product being credited |
Description |
| Line description |
Unit Price (Base) |
| Base currency unit price |
Quantity |
| Number of units credited |
Line Net Value |
| Net line total |
Credit Date |
| Date the credit was raised |
Account Reference |
| Customer account |
Comment 1 |
| Line notes |
Comment 2 |
| Line notes |
Contract/Global Details |
| Contract reference |
Order Number |
| Originating order |
Customer Order Reference |
| Customer's PO number |
Unit Price (Foreign) |
| Price in transaction currency |
Discount Rate |
| Line discount percentage |
Line Net (Foreign) |
| Foreign net amount |
Line Gross (Foreign) |
| Foreign gross amount |
Line Net (Base) |
| Base net for reporting |
Line Gross (Base) |
| Base gross for reporting |
Currency Code |
| Transaction currency |
Delivery Date |
| Delivery date reference |
Nominal Code |
| GL analysis code |
Delivery Postcode (User 1) |
| Ship-to postcode |
Sales Invoices (Unposted)
Identical field structure to Posted Sales Invoices, but filters on POSTED is null or POSTED <> 'Y' and INVOICE_OR_CREDIT = 'Invoice'. Includes INVOICE_ITEM.DEPT_NUMBER for department code.
CRM Field Name | Sage 50 Source | Description |
(Same fields as Posted Sales Invoices) | (Same source columns) | (Same purposes) |
Department Code |
| Departmental reporting |
Purchase Invoices (Posted)
Imports fully-delivered (delivery_status_code = 2) and posted POs as purchase invoices.
CRM Field Name | Sage 50 Source | Description |
Order Number |
| Links to purchase order |
Line Number |
| Line sequence |
Product Reference |
| Product purchased |
Description |
| Line description |
Unit Price (Foreign) |
| Price in order currency |
Quantity Ordered |
| Units ordered |
Line Net (Foreign) |
| Foreign net amount |
Due Date |
| Expected receipt date |
Account Reference |
| Supplier account |
Delivery Postcode (PH User 1) |
| Delivery address |
Line Gross (Foreign) |
| Foreign gross amount |
Currency Code |
| Order currency |
Line Net (Base) |
| Base net for reporting |
Line Gross (Base) |
| Base gross for reporting |
Nominal Code |
| GL analysis code |
Quantity Delivered |
| Receipt progress |
Order Date |
| Date PO was raised |
Supplier Order Number |
| Supplier's reference |
Discount Rate |
| Line discount % |
Last Discounted Purchase Price |
| Historical cost |
Posted Flag |
| Confirms posted status |
Department Code |
| Departmental reporting |
Purchase Invoices (Unposted)
Identical to Posted Purchase Invoices but filters on POSTED <> 'Y'.
Sales Payments (Current Audit Trail)
Updates existing invoice records in the CRM with payment status.
CRM Field Name | Sage 50 Source | Description |
Invoice Number |
| Identifies which invoice was paid |
Paid Flag |
| Whether the invoice is fully paid (P) or not (0) |
Paid Date |
| Date payment was recorded |
Invoice or Credit |
| Distinguishes invoices from credit notes |
Payment Due Date | Computed in CRM | When payment was/is due |
Sales Payments (Audit History)
For invoices that have been archived from the current audit trail into history.
CRM Field Name | Sage 50 Source | Description |
Invoice Number |
| Identifies the paid invoice |
Line Number |
| Payment split reference |
Paid Date | MAX( | Most recent payment allocation date |
Paid Flag | Computed (always | Marks the invoice as paid |
Price Lists (Customer-Specific Prices)
Imports customer-specific prices (type = S) linking a customer account to product prices.
CRM Field Name | Sage 50 Source | Description |
Price List Code |
| Identifies which customer the price applies to |
Product Reference |
| Product the price is for |
Selling Price |
| Customer-specific sell price |
Description |
| Product description for display |
Calc Value |
| Percentage/value used to compute price |
Base Sales Price |
| Reference base price |
Type |
| Customer-specific type indicator |
Currency Code |
| Currency for the price |
Quantity Breaks 1-10 | Not sourced (target-only) | Qty-break pricing tiers |
Qty Prices 1-10 | Not sourced (target-only) | Price at each qty break |
Price Lists (Product/Named Price Lists)
Imports named/shared price lists (type = P) linked to a PRICE_LIST record rather than a customer.
CRM Field Name | Sage 50 Source | Description |
Price List Code |
| Named price list reference |
Product Reference |
| Product the price applies to |
Selling Price |
| List price for this product |
Description |
| Product description |
Calc Value |
| Calculation value/percentage |
Base Sales Price |
| Reference base price |
Type |
| Product price list type |
Currency Code |
| List currency |
Product Categories
CRM Field Name | Sage 50 Source | Description |
Category Code |
| Unique category identifier |
Category Description | Derived / configured | Readable name for the category |
Parent Category | N/A | Hierarchical categorisation |
VAT Rates
CRM Field Name | Sage 50 Source | Description |
Tax Code |
| VAT code identifier (e.g. T0, T1) |
Tax Description |
| Readable name (e.g. "Standard Rate") |
Tax Rate (%) |
| Current percentage rate |
EU Sales Flag |
| Whether code applies to EU sales |
EU Purchase Flag |
| Whether code applies to EU purchases |
Country Type | Computed (Home/EC/Non-EC) | CRM classifies the tax code by region |
Transaction Type | Computed (Sales/Purchase) | Whether the rate is for sales or purchase |
VAT Countries
CRM Field Name | Sage 50 Source | Description |
Country Code |
| ISO country code |
Country Name |
| Country display name |
VAT Home | Configured | Whether this is the home country |
EC Member | Configured | EU/EC membership flag |
VAT Registered | Configured | Whether you are VAT registered there |
Audit Trail
These are internal staging tables used to calculate payment status. They are not customer-facing but support the Payments import process.
Audit Header
CRM Field Name | Sage 50 Source | Description |
Invoice Reference |
| Invoice/credit note ref |
Invoice Ref Numeric |
| Numeric invoice number for sorting |
Account Reference |
| Customer account |
Type |
| Transaction type (SI, SC, etc.) |
Header Number |
| Internal audit trail key |
Audit Split
CRM Field Name | Sage 50 Source | Description |
Split Number |
| Payment split line key |
Account Reference |
| Customer account |
Type |
| Transaction type |
Outstanding Amount |
| Remaining unpaid balance |
Header Number |
| Links to audit header |
Invoice Reference |
| Invoice being paid against |
Audit Usage
CRM Field Name | Sage 50 Source | Description |
Usage Number | Auto-generated key | Unique usage record |
Record Create Date | From audit trail | When the payment allocation occurred |
Type | From audit trail | Transaction type |
Split Cross-Reference | From audit trail | Links back to the split |
Sales Order
This provides header-level totals per sales order as a summary; separate from the line-item import.
CRM Field Name | Sage 50 Source | Description |
Order Number (Accounts ID) |
| Sage order number |
Order Date |
| When the order was placed |
Customer Account |
| Customer linked to order |
Customer Order Reference |
| Customer's PO number |
Base Net Value |
| Total base-currency net |
Base Tax Value |
| Total base-currency tax |
Base Gross Value |
| Total base-currency gross |
Foreign Net Value |
| Net in order currency |
Foreign Tax Value |
| Tax in order currency |
Foreign Gross Value |
| Gross in order currency |
Carriage Net (Base) |
| Delivery charge net |
Carriage Tax (Base) |
| Delivery charge tax |
Carriage Gross (Base) |
| Delivery charge gross |
Carriage Net (Foreign) |
| Foreign delivery net |
Carriage Tax (Foreign) |
| Foreign delivery tax |
Carriage Gross (Foreign) |
| Foreign delivery gross |
Currency Code |
| Order currency |
Allocated Status |
| Stock allocation status |
Price List Metadata
CRM Field Name | Sage 50 Source | Description |
Type |
| Type of price list (P=product, S=customer) |
Pricing Reference |
| Price list code |
Name |
| Descriptive name |
Currency |
| Currency number for the list |
Has Static Prices |
| Whether prices are fixed or calculated |
Record Created |
| When the list was created |
Record Modified |
| Last modification date |
Deleted |
| Soft-delete flag |
Price Records (Detailed)
CRM Field Name | Sage 50 Source | Description |
Price ID |
| Unique price record identifier |
Type |
| S (customer) or P (product list) |
Pricing Reference |
| Price list or customer code |
Stock Code |
| Product the price applies to |
Calculation Method |
| How the price is derived |
Calculation Value |
| Percentage or multiplier |
Stored Price |
| Calculated/fixed price |
Rounding Method |
| How rounding is applied |
Rounding Direction |
| Round up/down |
Rounding Multiple Of |
| Rounding increment |
Rounding Adjustment |
| Post-rounding adjustment |
Record Created |
| Price creation date |
Record Modified |
| Price last change date |
Deleted |
| Soft-delete flag |