While the import data option allows you to import using templates, advanced data import allows you to import from your own spreadsheets.

With advanced data import, you need to create an import map to tell your software where to import data to.

You can specify in the import map which field in Sage 50 Payroll receives the data from each column of the spreadsheet you're importing.

Once you create an import map, you can re-use it to import new versions of the file you originally imported. For example, to add details not included in standard import templates when you add new starters.

You can use advanced data import to import Microsoft Excel .xlsx files or .CSV files.

If your spreadsheet has multiple worksheets, save it as an .xlsx file to be able to import it.

Import your data

1. Go to File then Advanced Data Import.
2. To back up your data, click Backup then follow the on-screen instructions.
3. Select the data template that you want to import then Next.
4. Go to Browse then browse to the file that you want to import.
5. Select Next then from the Worksheet dropdown list, select the required worksheet then Next.
6. In the Import Field, select the data field that corresponds with the information in the Payroll Field. If you want to use a saved payroll import map, select Load Map then browse to and double-click the required map.
7. Select Save Map then go to the required location.
8. In the File name box, enter a file name then select Save.
9. Go to Finish then Print.
10. Select OK then Close.