Using the Export Function

Sage HRMS Payroll lets you export data such as account master information and transaction batches to files that can be read and used by other programs. Transferring this information to non-Sage HRMS Payroll databases is called exporting.

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

To export information

1. Open the window or dialog box for the data you want to export.
2. Choose the Export button. The Export window opens.

3. Choose a Type from the drop-down list:

   • Excel 2000
   • Excel 2007 Binary Workbook
   • Single CSV File
   • CSV File
   • Access
   • Access 2007
   • Excel 5.0
   • dBase 5.0
   • ODBC
   • XML
4. Click Browse to choose a file to export to.

   You may need to perform some steps before exporting data, depending on the type of file you choose:

   • Excel. Before exporting data to an Excel file, you must create the Excel file.
   • Access. Before exporting data to an Access database, create the Access database file.
   • CSV. Before exporting data to a CSV file, you must set up a path to the directory where you will export the Sage HRMS Payroll data.
   • XML. Before exporting data to an XML file, you must determine a location to export the file to.
   • ODBC. Before exporting data to an ODBC database, you must create an empty database to use for the export. (Be sure to create it in the database type you use.)
5. Click the plus sign beside each item if there are fields that you do not want exported.

   Items with a star/asterisk are key fields that must be exported.

6. Click OK to begin the export.
7. To change the criteria for exported data, click the Set Criteria button before clicking OK.
8. When the export is finished, you will receive a message that displays the number of records exported.