Solution Properties
Solution ID:
200427112449151
Last Modified Date:
Wed Jun 24 08:22:04 UTC 2026
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. Mandatory fields show in blue and optional fields show in yellow.

Locate the templates

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

Prepare for import

Once you've identified the template you want to use, follow the steps below to prepare it for import.

  1. Double-click the template file to open it.
  2. Complete all mandatory columns, and any optional columns you want to import.

    TIP:

    Hover your cursor over the heading on each column for useful information about that field.

  3. When the file is ready, select File then Save a Copy.
  4. Browse to where you want to save the file, and enter a File name.
  5. Set the file type to CSV (Comma delimited) (*.csv) then select Save.

Your file is ready for you to import.

Template options

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.

NOTE:

When you use the Employee details import, double check your employee's tax code.
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.
[BCB:19:UK - Sales message :ECB]
Steps to duplicate
Related Solutions