> Set up Sage 200 / Project Accounting / Set up employee timesheet and expense claims / Set up resources / Import resources from Payroll

Import resources from Payroll

Note: You do not have to transfer your employee records from Payroll. You can manually set them up as resources and enter their details.

To import employee records from Payroll

Open: Project Accounting > Utilities > Import and Export > Import Resources.

  1. The Import Resources window displays all employees from your connected Payroll database(s) that are available to import. The list does not include employees that you have already imported.

    Note: You may be prompted to enter a username and password to connect to the Payroll database(s).

    The Last updated date indicates when Payroll information was last imported.

  2. Select the employees to import, then click Import.

    Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

    The employee records are imported and added as resources.

  3. You must then configure the employee's resource record.

  4. The details of imported resources are updated with any corresponding changes in their Payroll employee records automatically every 24 hours.

    If you need to update the imported resource records immediately, click Synchronise.


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