Importing Data into Sage HRMS Payroll

Use the Import dialog box to specify information about the file you are importing.

If you use a script to import, the fields you selected when you created the script display in the Import dialog box. (If you often import the same data, you can create a script to speed up the process.)

If you want to view all the fields available to import using any window with Import/Export functionality, on the Import window click File > Display Import Fields. You can print the displayed list.

To import data

1. Open the window for the data you want to import (for example, G/L Accounts).
2. Click the Import button.
3. If you are prompted to select a particular type of record, select it from the list in the Import field, and then click OK.

   For example, in the Reconcile Statements window, you can select Transactions or Downloaded Bank Statements from the Import list.

4. In the Import window that opens next, use the Type field to specify the type of data to import .
5. If you are importing a CSV file, select the Title Record option if you want to import the header record. Import checks that the key values for details in CSV flat files match the header keys.
6. In the next field, specify how to update records during import.
   • To import new records, select Insert.
   • To overwrite existing records, select Update.  
   • To import new records and update existing records, select Insert/ Update.
7. Click the Browse button beside the next field to specify the name and location of the source file(s).

   If you are importing an Access database or Excel file, you specify a database. For a CSV import, specify a path.

   Once you specify a file to import, the record status changes from Not Ready to Import Ready. In addition to the status, the Import window displays the following information:

   • Record. This column shows the records that you can import.
   • Table. This column shows the names of the tables you can import from. You can right-click the cells in this column to change their values.
   • Field. This column shows the names of the fields in a selected table.  
   • Content.  Once you specify a file to import, this column shows the field names used in the title record.
   • Data Type. This column shows the type of data that the field contains (for example, String, Integer, Boolean, Date/Time, or Float).  You can right-click the cells in this column to change their values.
8. Edit the tables and contents, as necessary.
9. Click OK to import the file.