Import from Sage 50

There are two files needed to import data from Sage 50 Payroll.

The first contains employee data and the second contains balances for the year to date.

If you start at the beginning of a tax year, you can safely skip importing the second file.

Export data

  1. In Sage 50 Payroll, go to File > Data Export > Payroll Data Export.

  2. Select the Employee Details option and save the file.

  3. Now repeat the process but this time choose Employee Year To Date Figures

  4. If there is a checkbox asking whether to include column headings, ensure it is selected.

Import employee data

  1. To import data, from the main menu, select Employees > Import.

  2. Select the option for Sage 50 Payroll.

  3. You’ll now need to locate the first file we exported containing employee details.

  4. A preview of the data displays. Scroll to the bottom of the page to complete the import.

Import employee YTD figures

If you have an employee with previous employment figures (P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions.), the Year to date (YTD The cumulative amount of an employee's earnings or deductions from the beginning of the current fiscal year up to the current pay period.) report includes the previous employment YTDs in the current employment YTDs. Correct this before importing.

After importing employee details, a confirmation screen appears.

  1. Select the button to import YTD figures and locate the second file exported.

  2. As before, a summary of the data will display before importing.

  3. Select the button to import the data.

  4. Your employees will now import, along with their opening balances.