|
|
|
|
You can save time adding information and creating records in your software by importing details from other sources, such as:
Each area in the software has its own import wizard to help you with the process. Access to these features can be restricted using your security account. To perform these tasks, you must have access to the Data Import option. Find out more about security.
For full details about how this feature can help you save time, please refer to the full guide.
File > Data Import > Import Sage Payroll Data.
If you're importing from a CSV file, use the data import templates provided to check that your CSV files are formatted correctly. These are available in your program folder, for example, C:\Program Files\Sage Payroll\CSV Templates.
Alternatively > File > Advanced Data Import. This option uses the advanced import features to map the data you are importing to the corresponding information in your software.
Note: If you have exported data from one company, then imported that data into an another company, employee records with the same Employee Reference update with the details from the file you are importing.
|
If you have any feedback about this topic, we'd love to hear from you.
If you have Sage Cover and you have a general support query, you can get in touch at https://my.sage.co.uk/contact-us/
If you don't have Sage Cover, you can find out more about it here.
