What should I do if a SayPro bank statement import fails in Sage?

📌 Steps to Fix a Failed SayPro Bank Statement Import in Sage

If a SayPro bank statement import fails in Sage, it could be due to file format errors, incorrect account mapping, or connection issues. Follow these steps to troubleshoot and resolve the issue.

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🔹 1️⃣ Check the Bank Statement File Format

✅ Ensure the correct format – Sage typically supports CSV, OFX, or QIF files.
✅ Open the file in Excel – Check for formatting errors, missing data, or special characters.
✅ Remove extra columns – Keep only essential fields: Date, Description, Amount, and Balance.
✅ Check date format – Use DD/MM/YYYY or MM/DD/YYYY, depending on Sage’s settings.

💡 SayPro Tip: If unsure, download a sample bank statement format from Sage and match it to your file.

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🔹 2️⃣ Verify the Correct Bank Account in Sage

✅ Go to Sage Banking Section → Ensure you are importing into the correct SayPro bank account.
✅ Check Account Mapping → The account details in Sage must match those in the bank statement.
✅ If Bank Feeds Are Used → Refresh or reconnect the bank account to Sage.

💡 SayPro Tip: Using incorrect bank account mappings can cause import failures.

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🔹 3️⃣ Reconnect or Refresh Bank Feeds (If Using Direct Feeds)

✅ Disconnect & Reconnect – If using Sage Bank Feeds, disconnect and re-link the account.
✅ Check for Bank Downtime – Sometimes, the bank’s online system may be down.
✅ Manually Refresh Feeds – Click “Refresh” in Sage’s banking section.

💡 SayPro Tip: Try importing a smaller batch of transactions if the file is too large.

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🔹 4️⃣ Manually Enter Transactions If Needed

✅ If the import keeps failing, enter the transactions manually in Sage.
✅ Use Sage’s “Add Bank Transaction” Feature – Input missing transactions with accurate details.

💡 SayPro Tip: Save the corrected file as CSV and retry the import before manual entry.

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🔹 5️⃣ Contact SayPro or Sage Support

✅ SayPro Finance Team – For expert help with Sage and bank imports.
📧 Email: finance@saypro.online
📞 Call: SayPro Financial Support Hotline
💬 Live Chat: Available on SayPro’s website

✅ Sage Support – If the issue persists, contact Sage’s support team.
🌐 Visit: Sage Help Center

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🚀 Summary: How to Fix a Failed SayPro Bank Statement Import

🔹 Check the file format (CSV, OFX, QIF) and clean up data.
🔹 Ensure you are importing into the correct bank account in Sage.
🔹 Refresh or reconnect Sage Bank Feeds if applicable.
🔹 Manually enter transactions if import keeps failing.
🔹 Contact SayPro or Sage support for further assistance.

Would you like help with correcting your bank statement file for a successful import? 😊