Exporting and importing employees data using CSV format

Export the employees from Sage 50

1. Select File, Import/Export, then Export Records.
2. When the Export Records Wizard appears, choose Export to Sage 50 import file format.
3. Select Next.
4. Choose Employees as the export record format.
5. Enter a name for your export file.
6. Select Browse to enter the location to save your file.
    CAUTION: Take note of the export file name and location. You'll need this when you're ready to import. 
   
7. Select all or the specific employees to export.
8. Select Next when you're ready to export the records.
9. OK in the Export Record Summary windows, then click Finish.

Modify the .CSV file

 NOTE: If importing employees from a non-Sage 50 export file, modify the file to the Sage 50 format.

1. Open Microsoft Excel.
2. Go to File, then Open.
3. Select your CSV file you exported.
4. The first line of the CSV file must contain a Version Number, Country Code, and the word 'Employees'.

Version

• Sage 50 version 2020 Version Number = 27001
• Sage 50 version 2021 Version Number = 28001
• Sage 50 version 2022 Version Number = 29001
• Sage 50 version 2023 Version Number = 30001
• Sage 50 version 2024 Version Number = 31101
• Sage 50 version 2025 Version Number = 32101
• Sage 50 version 2026 Version Number = 33002

Country Code based on the status of your version of Sage 50 data file

• Canada = 1
• USA = 2
• French = 3
• Australia = 5
• International  = 7

For each employee you need the following

• Column A - Employee name
• Column B - Street address
• Column C - second street address
• Column D - City
• Column E - Province or state
• Column F - Zip Code
• Column G - Phone number
• Column H - Cell phone number
• Column I - SIN 
• Column J - Birth date
• Column K - Hire date
• Column L = Province used for the taxes
• Column M - Number of pay periods

Follow the sample format below

 NOTE: Row #2 is for titles and isn't a part of your import file.  

Import the CSV file to the new company

1. Log in to your new company in single-user mode.
2. Select File, Import/Export, then Import Records.
3. The Import Records Wizard appears.
4. Select Sage 50 import format.
5. Select Next.
6. Select Back Up to create a backup for the company before importing.
7. After the backup is successful, click Next.
8. Click the Browse button next to the Employees box.
9. Select the CSV file that you want to import into Sage 50.
10. Click Next.
11. A log displays with the employees that added.
12. Select Finish.

How to import .CSV data