First, export a CSV file from Sage 50 payroll with employee details:
- File ‣ Data Export ‣ Payroll Data Export
- Select Employee Details and click Next
- Select any suitable location (Path) to store your file e.g. desktop
- Tick a checkbox to include column headings
- Click Finish
- You should have a newly created file Employee Details.csv
Then repeat to export employee year to date (YTD) CSV figures:
- File ‣ Data Export ‣ Payroll Data Export
- Select Employee Year to Date Figures and click Next.
- Select any suitable location (Path) to store your file e.g. desktop
- Tick a checkbox to include column headings
- Click Finish
- You should have a newly created file Employee YTD.csv
Next you will need to generate a Payment Type History (Detailed) XLSX for each pay frequency (Monthly, Weekly etc.) you wish to import:
- Reports ‣ Employee ‣ Payment Type History (Detailed)
- Select Data to Excel – do not choose Report to Excel as these are easily confused
- On the pop-up Criteria for Payment Type History (Detailed) ensure the following:
- Employee Reference: choose all employees (the default)
- Processing date: ensure you select 2 years (104 weeks) of history by entering two dates using Between (inclusive)
- Payment Type should be All (the default)
- Click OK.
- Excel will start, then File ‣ Save As and select any suitable location (Path) to store your file e.g. desktop
- ImportantRepeat for each frequency e.g. Weekly, Monthly etc.
- You should have newly created file(s) Monthly Payment Type History.xlsx [Weekly Payment Type History.xlsx]
Whilst not required for the import process, we suggest you also collect the required output files if you wish to verify the import. These would include weekly and monthly :
- Payslip PDFs
- Pension CSV files
- BACS file selecting Data to Excel