Using the Import Function

Use the Import button to transfer data such as account master information and transaction batches from non-Sage HRMS Payroll programs to Sage HRMS Payroll. Transferring this information to Sage HRMS Payroll is called importing.

One common use of the import and export functions is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation, then import this information as next year's budget information.

Before you start

To import information

Open the dialog box for the data you want to import.
Click the Import button. Select the type of imported data from the drop-down list (if applicable).
Note: In the Import window, the information columns are disabled until you select a file or database to import.
Depending on the Type you select, the label of the field beneath the Type field will change as shown in the following table:
Type
Field Label
Excel
File
Single CSV File
File
CSV File
Path
Access
Database
dBase 5.0
Path
ODBC
Connection
XML
File

Type	Field Label
Excel	File
Single CSV File	File
CSV File	Path
Access	Database
dBase 5.0	Path
ODBC	Connection
XML	File

The import checks that the key values for details in CSV flat files match the header keys.

The Import dialog box has the following columns:

Record. Displays the record (or records) that are available for importing.
Table. Displays file names.
Status. Displays Not Ready until you choose the file you will import, then this changes to Import Ready.
Field. Displays field names.
Contents. Displays field names from the title record. These are set to Default Value until you select the file to import, and can be changed back to Default or Default Value.
Data Type. Displays the type of data (for example, String, Integer, Boolean, Date/Time, or Float).

Select an option in the Action field drop-down list:

To import new records, select Import.
To overwrite existing records, select Update.
To import new records and update existing records, select Insert and Update.

Click the Browse button to specify an Access database or Excel file; for a CSV import, specify a path or database.
The Import dialog box reopens; the columns are no longer disabled, therefore they can be edited, for example, you can right-click on cells in the Contents column to change values.
Click OK to import the file. A message displays the number of updates and insertions, and the number of items processed.