Import employee details into a new company

Export your employee data from one company into a new company in Sage 50 Payroll Ireland.

Export your employee data

You can use Advanced Report Writer (ARW) to export employee data from your existing data. 

1. Open the relevant tax year version of ARW. 
2. Enter your Sage 50 Payroll Ireland login details, then select Ok.
   TIP: If you don't have an icon for ARW, add the ARW icon to your desktop. 
3. Select EE Basic Details, then Excel.

This opens Excel and creates a file containing all your current employee data. 

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Amend your Excel file

After exporting your employee data, amend the data before you can re-import it to Sage 50 Payroll Ireland. If you need to import some of the employees, you can delete any of the employees you don't need from the Excel file. 

NOTE: Don't delete any columns from the export file. We've configured it to import into Sage 50 Payroll Ireland. 

Fields to consider

Employee Codes	To adjust the employee codes, enter the new desired employee codes Ensure they meet the required formatting for your business If you're importing into a company that contains employees, ensure the employee codes aren't in use TIP: We recommend that codes include at least four digits and don't contain letters.
Tax Status	Set to E for Emergency in the new payroll. This updates when you import Revenue Payroll Notifications (RPNs).
Finish Date and Finish Period	Set these to 0.
Start Date	Adjust to the start date in the new company.
Departments and Cost Centres	Change or remove, depending on whether the new company uses them You need to create them in the new payroll before you can import data
Holidays	Adjust or remove holiday data as required.
CSO	CSO data doesn't carry over to a new company.

Check the formatting of any fields, such as bank account details, to ensure the formatting is correct. Once you've amended the file, delete the heading rows. You can then save the file as a .csv file.

We recommend saving it with the name EEDetail.csv to the C:\ drive.

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Create the new company

If required, create the new company and payroll within Sage 50 Payroll Ireland. 

• Set up a new company and payroll

After creating the payroll, create any departments, cost centres, payments and deductions. You can do this manually or by using the Copy Files feature to copy data from the previous payroll.

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Amend the .IMP file

To import data into Sage 50 Payroll Ireland, you need to amend the .IMP file.

1. Open your Sage 50 Payroll Ireland data.
2. Select Help, then System Information. 
3. Select the Data Directory link.
   
   TIP:

   Keep a note of the Data Directory location. You'll need it in the Import the data section.

    
4. Right-click the EEDETAIL.IMP file.
5. Select Open With..., then Notepad.
6. Scroll down and locate data=.
   You need to amend this to where you've saved the .CSV file in the Amend your Excel file section.
7. Close the EEDETAIL.IMP, then select Yes to save the file. 

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Import the data

You're now able to import the data into your new payroll. 

1. Open Sage 50 Payroll Ireland, then log in to the new payroll.
2. Back up your data.
3. Go to Miscellaneous, then select Data Import.
4. Select Data Import.
5. Browse to and select the .IMP file you noted in the Amend the .IMP file section.
6. Select Open, then if prompted to view the import log, select Yes.
7. Check that the details are correct.