1. Collect the required files

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
Previous – Map for Sage 50 migration
Next 2. Import the files
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