Export data
Description

Using the Data Export option, you can export company and employee information from Sage 50 Payroll.

The export creates a Comma Separated Value (CSV) file, that you can then open in other software.

Cause
Resolution

Export Employee data

  1. Go to Employee, select the employees to include in the export.
  2. Click File, then Data Export.
  3. Click Payroll Data Export, then Next.
  4. Scroll down and select Employee Details, or Employee Year to Date Figures as required.
  5. Click Next.
  6. Click Browse and enter the File name.
    Browse to the folder if it's not selected.
  7. Click Save.
  8. To include a heading on each column of your exported data, select the checkbox beside Create a CSV file with Payroll fields as column headings?
  9. Click Next, check the details are correct, then click OK.

Export Company data

When you export company data, you don't need to select any employees on your employee list.

  1. Click File then Data Export.
  2. Click Payroll Data Export then Next.
  3. Select the Company details to export from the list of options, then click Next.
  4. Select which of the details to export. For example, if you selected the Company Deductions template, select the specific deductions to export.
     TIP: Click Swap to select all options. If you only need to select certain options, hold the Ctrl key on your keyboard and click what you're exporting.
  5. Click Next.
  6. Click Browse and enter the File name.
    Browse to the folder if it's not selected.
  7. Click Save.
  8. To include a heading on each column of your exported data, select the checkbox beside Create a CSV file with Payroll fields as column headings?
  9. Click Next then click Finish then click OK.

 

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