How to import data into Sage HandiLedger

Login to Common Ledger, then choose your client from the Connected Companies List
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Go the Mapping Page and select the chart of accounts you would like to use the chart drop down box
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Check that the client chart has been fully mapped
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Go to the Common Ledger Status page and select the financial year that you would like the data for
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Select Download under Sage HandiLedger. A CSV file will download and can be found in the downloads folder on your device

Select the entity which you want to import the transaction details
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Press F3, or from the View Menu, click Entity Details
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On the ‘Entities’ window, Highlight the required entity, then click Select
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From the Tools menu, hover over Import Data and then click General
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The ‘Import Entries’ window will open. The rows are blank because the data has not yet been imported
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Click Import
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The ‘Import ASCII Data’ window will open. This allows you to view the information contained in the file, and to map it to the correct fields
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Click File, and then select the Import File Name from the ‘Open’ window
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Load and select a mapping scheme from the ‘ASCII Import/Export Mapping Schemes’ window. Select the Common Ledger scheme. Click here to create a mapping scheme if you don't already have one
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On the ‘Import ASCII data’ window, click Run. The ‘Import Entries’ window lists the imported records
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Click Close to exit the window and post the imported entries to the ledger. On the ‘Attention’ window, click Yes to post the entries
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The Data has now been posted to your ledger