Sage · Integration Guide
How to Import a Bank Statement PDF into Sage
Sage 50 and Sage Accounting accept bank transaction imports via CSV file. MintConvert converts your bank PDF to a Sage-compatible CSV with the correct column mapping pre-applied.
Step-by-Step Guide
- 01
Convert your PDF to Sage CSV
Upload your bank statement PDF to MintConvert and select Sage CSV as the output. Download the .csv file.
- 02
Open Sage 50 or Sage Accounting
Log in to your Sage software.
- 03
Navigate to bank import
In Sage 50: Bank Accounts → Import. In Sage Accounting: Banking → Import Transactions.
- 04
Select the CSV file
Browse to your downloaded CSV file and select it.
- 05
Map columns and import
Map Transaction Date (Date), Description (Reference), and Debit/Credit columns. Click Import.
Frequently Asked Questions
Does MintConvert's Sage CSV work with Sage Business Cloud?
Yes — Sage Business Cloud accepts the same CSV format as Sage 50 and Sage Accounting.
Can I import multi-page bank statements into Sage?
Yes — MintConvert processes all pages of a multi-page PDF into a single CSV file.
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