Import Sage 50 Payroll Data Templates from Excel and .Csv File

This article gives information about the Sage 50 Payroll Import Templates.

The import templates can be created to import payroll data. These templates contain tips about the data to be included in compulsory fields, columns, and optional fields. There is a data import function in Sage 50 cloud payroll to import templates of employee value. It is recommended to use the Excel templates while creating an import file and make sure an import file contains the required information before importing a template. Earlier you already learned about Sage 50 Import Timesheets Data now you have to know about templates used to import Sage 50 Payroll Data.

How to Import Data Templates in Sage 50 Payroll?

The import process only accepts. CSV file. Use the advanced data import to import an.XLSL file. Here are the steps:

• Locate the File button then hit Data import
• Hit import Sage Payroll Data
• Click the backup button to create a data backup
• Follow the on-screen instructions
• Choose the data template that you need to import
• Hit the Next button
• Select Browse file
• Choose Finish then hit Print
• Hit OK
• Select Close

What’s the important settings setup user need to check whenever Sage 50 Unable To Export To Excel error issue or problems occurred.

Advanced-Data Import In Sage 50 Payroll

You can import data from Microsoft Excel. CSV or .XLS using the wizard named Advance data import. At the “Advanced data import window,” the data structure does not require any confirmation. You can specify the information type you import, map, or match and the import file information stored in the corresponding fields. Make sure you have closed the .csv file before uploading. Here is the list of steps for Advanced data import in Sage 50 payroll:

• Locate the File button
• Hit the Advanced Data import tab
• Now take a data backup, hit the Backup button, and then follow the instructions on the screen
• Choose the data template you need to import then hit the Next tab
• Select the Browse button then search for the file you need to import.
• Click the Next option then use the drop-down list named worksheet, choose the desired worksheet then hit the Next tab
• At the import field, choose the data field that corresponds with the payroll information
• If you have already saved a payroll import map then choose Load Map click Browse to and then double-click on the desired map
• Hit Save Map then find the location
• Click on the box named Filename, fill in a file name
• Once you are done with this hit the Save button
• Select the Finish tab then choose the Print option
• Hit OK then choose the Close tab

With the team of AccountsPro you will always learn something new like Excel Integration With Sage 50 Program in simple steps without any issue .

Preparation of Sage 50 Payroll Import Templates

To ensure a smooth and accurate payroll import into Sage 50, careful preparation is essential. Here’s a checklist to guide you through setting up your payroll import templates:

• Make sure you have the required access rights to use the data import feature
• If you are importing the records of an employee then make sure about the RTI number of the employees
• When you import templates using CSV files make sure that the import process is successful. The CSV files must contain the right data in the correct order, To assist you with the import process, verify the templates should be contained in the CSV templates folder within the folder with software installation files.

Also, whenever you go for Sage 50 Import Invoices, you have both options to import like .CSV format or Excel.

Details on what you can import to Sage 50 Payroll

Employee Details	Employee details can be imported, to create new employee records and update existing records.
Employee payment information can be imported into the TimeSheet Entry window.	Deduction including hours, rates, and whether the deduction is set to In Use can be imported directly into employees’ records. This import only works to assign new deductions to an employee, it can’t be used to update hours or rates for existing elements in the employee record.
Assign Employee Deductions	Deduction including hours, rates and whether the deduction is set to In Use can be imported directly into employees’ records. This import only works to assign new deductions to an employee, it can’t be used to update hours or rates for existing elements in the employee record.
Assign Employee Payments	Payments including hours, rates, and whether the payment is set to In Use can be imported directly into employees’ records. This import only works to assign new payments to an employee, it can’t be used to update hours or rates for existing elements in the employee record.
Company Cost Centres	Cost centers can be imported at a company level.
Company Deductions	Deductions can be imported at a company level.
Company Departments	Departments can be imported at a company level.
Company Holiday Schemes	Holiday schemes can be imported at a company level.
Company Loan Details	Loans can be imported at a company level.
Company Net Payments	Net payments can be imported at a company level.
Company Payments	Payments can be imported at a company level.
Company Pension Schemes	Pension schemes can be imported at a company level.
Company User Names and Access Rights	User names and their related access rights can be imported. Passwords aren’t imported as part of the routine and therefore must be reset. NOTE: The user name Manager can’t be imported. If you try to import a user name of Manager the import fails. Any other user names on the template are still imported.
Employee Deductions (Hours and Rates)	Employee deduction information can be imported for existing employees. This import only updates the hours and/or rates in enter payments. It does NOT update the hours/rates in the employee record.
Employee Payments (Hours and Rates)	Employee payment information can be imported for existing employees. This import only updates the hours and rates in enter payments. It does NOT update the hours/rates in the employee record. NOTE: This import routine can’t be used for factor payments as it imports hours and rates only.
Timesheet Deductions	Employee deductions can be imported into the TimeSheet Entry window.
Timesheet Payments	Employee payments information can be imported into the TimeSheet Entry window.

Final Words

Hopefully, the post saved your time and helped you import Sage 50 payroll templates. In case of any further queries get connected with a professional team. The experts are there to give you the best advice. Talk over the phone, use a live chat, or use an email address to resolve all the concerns. Sage 50 Payroll Chat agents are available 24/7 to assist you.

Frequently Asked Questions