Leaving Sage
Our help centre has guides which will explain how to import your existing data into Pandle in more detail, but first you’ll need to export everything from Sage.
Sign into your Sage account, and select ‘Reports’ from the menu, and then click ‘Trial Balance’. You’ll be able to set the report criteria, and export the data that you need, ready for importing into Pandle.
The good news is that you’ll also be able to import all of your customer and supplier details into Pandle too! So you won’t need to spend ages typing everything in again (and risking typos in the process).
In your Sage account, just go to ‘Contacts’, and click either Customers or Suppliers. Select which contacts you want to take with you, click ‘More’, then ‘Address List’, and then ‘Generate’ to run the report and import it to Pandle.
And of course, if you get stuck at any point, just tap the Live Chat button in Pandle to talk to one of the team.