You can import account records, transaction batches, and other records into an Sage 300 Payroll database from files created by other programs. You can also export data from a Sage 300 Payroll database for use in other programs.
You can use this feature to speed up your initial payroll setup, especially if you are converting data from a non-Sage 300 database to Sage 300 Payroll. For example, you can:
- Export account data to a spreadsheet, work with the data, then import it back into the program with the changes.
- Add a new department to your chart of accounts by exporting an existing department set, changing the department account number segment, then re-importing the file.
If importing fails, the system creates a restart record. You must remove the restart record before you can perform another import successfully. You can remove the record either by correcting the error that caused the restart record in the first place (for example, an error in the file you are trying to import), or by deleting the record in the Restart Maintenance screen.
Sage 300 Payroll lets you import information from a variety of file formats (such as CSV or spreadsheet files).