Exporting is the process of copying Sage HRMS Payroll data to files that can be read and used by non-Sage HRMS Payroll programs.
Exporting has no effect on the original file.
If you often export the same data, you can create a script to speed up the process. When you load a script, the fields selected when you created the script are displayed in the Export dialog box after you click the Load Script button.
If you want to view all the fields available for export, click the menu and choose Display Export Fields. You can then print the displayed list.
Before you start
- Before exporting to Excel, you must create an Excel file.
- Before exporting to Access, you must create a database file.
- Before exporting in CSV format, you must set up a path to the folder to which you will export the data.
- Before exporting in XML format, you must determine the location to which to export the file.
- Before exporting to an ODBC database, you must create an empty database to use for the export. (Be sure to create the same database type you use for Sage HRMS Payroll.)
To export data
- Open the window or dialog box for the data you want to export.
- In a blank location at the top of the window or dialog box, right-click to display the File menu and select Export from the list.
- On the Export window, select an export type from the Type field.
- Click , then specify the file to which to export.
- If you do not want to export certain fields:
- Click the plus sign beside the associated item to expand the list of fields.
- Click the field name to remove the check mark for a specific field.
- To change the criteria for exported data, click Set Criteria.
- Click .
Note: Starred (*) items are key fields that you must export.