Data import templates

Solution Properties

Solution ID:

200427112449151

Last Modified Date:

Wed Jul 09 12:58:31 UTC 2025

Taxonomy Path:

Case category//How do I...//import/export

Author:

[email protected]

Data import templates

Description

In Sage 50 Payroll, you can import employee information, using Comma-Separated Value (CSV) files.

NOTE: To import timesheet details you can use your software to create a template, using timesheet entry.

Cause

Resolution

When you create an import file to import data in to your software, we recommend you use our Excel templates. These templates include tips on what to include in each column. Compulsory fields show in blue and optional fields show in yellow.

To locate these templates:

In Sage 50 Payroll go to Help, then About.
In the Program Details section, select the Program directory link.
Double-click the CSV Templates folder.

NOTE: If you use the Employee details import, double check your employee's tax code. Importing employee details causes the tax code to be blank

The data import function includes options to import the different templates included in your software. Once you've prepared a template file and you're ready to import it, use the table below to find which import option to select.

Template file name	Use the following option during the data import to import this template to Sage 50 Payroll:
All Employee Header Details File.xls	Employee Details.
Assign Employee Deductions .xls	Assign Employee Deductions.
Assign Employee Payments.xls	Assign Employee Payments.
Company Cost Centres.xls	Company Cost Centres.
Company Deduction Details.xls	Company Deductions.
Company Departments.xls	Company Departments.
Company Holiday Schemes.xls	Company Holiday Schemes.
Company Loan Details.xls	Company Loans.
Company Net Payment Details.xls	Company Net Payments.
Company Payment Details.xls	Company Payments.
Company Pension Schemes.xls	Company Pension Schemes.
Company User Names And Access Rights.xls	Company User Names and Access Rights.
Employee Address Details.xls	Employee Details.
Employee Bank Details.xls	Employee Details.
Employee Deductions Hours and Rates.xls	Employee Deductions (Hours and Rate).
Employee Details.xls	Employee Details option. This will create new employee records or update existing records.
Employee Mandatory Details.xls	Employee Details. This template imports only the fields that are compulsory for setting up a new employee record.
Employee Payment Hours and Rates.xls	Employee Payments (Hours and Rates).
Employee Statutory Payments YTD Values.xls	To import employee statutory payments YTD values, you must use the Employee year to date figures option in Data Import.
Employee Tax and NI YTD Values.xls	To import tax and national insurance (NI) YTD values, you must use the Employee year to date values option in Data Import.
Employee YTD Values.xls	Employee Year to Date Figures.

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