If you want to import employee data from Sage HR into Sage 50 Payroll, then you can do so by generating a Payroll employee export report.

Some of the data on the export columns is collected directly from existing fields on the employee profile. You can see a full list below.

The export also has built-in functionality that automatically identifies custom fields by their names, and if a custom field's name matches one on this list, it will include the value in the export. You can find a list of custom fields you can set up for your employee exports below.

📌TIP: If you use the Core HR module, if you want to make the most out of your employee exports, make sure you have set up all the available custom fields supported by the export and that employees are up to date with their data.

📎NOTE: To ensure that fields are correctly identified by the export feature, it will not recognise fields that don't exactly match the expected name, please be careful with spaces and invisible characters.

Employee fields supported by the Payroll employee export

In order to successfully import the employee details into Sage 50 Payroll, not all fields are mandatory. Below, you will find required fields marked with an asterisk.

📎NOTE: Some of these required fields must be added as custom fields.

(*) mandatory fields on Sage 50 Payroll's advanced import

Column name on export	Field on employee profile	Additional info
Title (*)	Title
Forename (*)	First Name
Surname (*)	Last Name
Address 1	Street 1 + Street 2, City, Country
Address 2	Street 1 + Street 2, City, Country
Address 3	Street 1 + Street 2, City, Country
Address 4	Street 1 + Street 2, City, Country
Address 5	Street 1 + Street 2, City, Country
Post Code	Postcode
Telephone Number	Work phone/Home phone	If work phone exists, then work phone will be exported. Else, home phone will be exported
Mobile Number	Mobile phone
E-mail Address	Work email address/personal email address	If work email address exists, then work email address will be exported. Else, personal email address will be exported
Gender (*)	Gender	Format in export will be: F = Female M = Male
Marital Status (*)	Marital status	Format in export will be: Single Married Divorced Widowed Other
Previous Surname (last surname change old value)	Last Name	Old value of most recent Last Name change on Sage HR
Date of Birth (*)	Date of Birth	Format in export will be: DD/MM/YYYY
Nationality	Nationality
Contact (emergency contact full name)	Emergency Contact Full Name
Contact Relationship	Emergency Contact Relationship	Format in export will be: 0=Spouse, 1=Parent, 2=Sibling, 3=Child, 4=Friend
Contact Telephone No.	Work phone/Home phone	If work phone exists, then work phone will be exported. Else, home phone will be exported
Contact Address 1	Emergency Contact Address 1 + Address 2, City, Region
Contact Address 2	Emergency Contact Address 1 + Address 2, City, Region
Contact Address 3	Emergency Contact Address 1 + Address 2, City, Region
Contact Address 4	Emergency Contact Address 1 + Address 2, City, Region
Contact Address 5	Emergency Contact Address 1 + Address 2, City, Region
Contact Postcode	Emergency Contact Postcode
Contact Mobile	Emergency Contact Mobile Phone
Contact Email	Emergency Contact Email
Payment frequency (*)	Current salary payment frequency	Format in export will be Weekly Fortnightly Monthly Annually
Work Start Date (*)	Employment start date	Format in export will be: DD/MM/YYYY
Work End Date	Employment termination date	Format in export will be: DD/MM/YYYY
Gross Salary	Current Salary
Job title	Position
Employment Type	Employment status	Format in export will be: ”Full-time” → Full Time “Part-time” → Part Time “Contract” → Contractor Make sure the name of your set up employment statuses on Sage HR match the ones on the left.
Right To Work Confirm Status (*)	Existing document of type “Right to Work”	0 will be exported if no valid document exists. 2 will be exported if valid document exists (permanent or not yet expired).

Custom fields on an employee profile supported by the Payroll export report

(*) mandatory fields on Sage 50 Payroll's advanced import

Column Name	Field on employee profile	Return Value
Employee Reference (, mandatory when updating existing employee*)	Custom field with the name: Sage 50 Employee Reference
Tax Code (*)	Custom field with the exact same name
NI Category (*)	Custom field with the exact same name
NI Number (*)	Custom field with the exact same name
Starter Form	Custom field with the exact same name	Format in export will be: 0 = None 1 = P45 2 = P46 3 = P46 (Expat) 4 = P46 (Pen) Make sure your employees have their field filled with the values on the right. You can use the type "dropdown" for this custom field to ensure values are correct.
Works Reference	Custom field with the exact same name
Payment Method	Custom field with the exact same name
Bank Account Number	Custom field with the exact same name
Bank Account Name	Custom field with the exact same name
Bank Account Type	Custom field with the exact same name
Building Soc Number	Custom field with the exact same name
BACS Reference	Custom field with the exact same name
Bank Name	Custom field with the exact same name
Bank Address 1	Custom field with the exact name Bank Address
Bank Address 2	Custom field with the exact name Bank Address
Bank Address 3	Custom field with the exact name Bank Address
Bank Address 4	Custom field with the exact name Bank Address
Bank Address 5	Custom field with the exact name Bank Address
Bank Post Code	Custom field with the exact same name
Bank Telephone	Custom field with the exact same name
Department Reference	Custom field with the exact same name
Cost Centre Reference	Custom field with the exact same name
IBAN	Custom field with the exact same name
BIC	Custom field with the exact same name
Second Bank Account Number	Custom field with the exact same name
Second Bank Account Name	Custom field with the exact same name
Second Bank Account Type	Custom field with the exact same name	Values supported by Sage 50's import: - Bank Account - Building Society You can use the type "dropdown" for this custom field to ensure values are correct.
Second Building Soc Number	Custom field with the exact same name
Second BACS Reference	Custom field with the exact same name
Second Bank Name	Custom field with the exact same name
Second Bank Address 1	Custom field with the exact name Second Bank Address
Second Bank Address 2	Custom field with the exact name Second Bank Address
Second Bank Address 3	Custom field with the exact name Second Bank Address
Second Bank Address 4	Custom field with the exact name Second Bank Address
Second Bank Address 5	Custom field with the exact name Second Bank Address
Second Bank Post Code	Custom field with the exact same name
Second Bank Telephone	Custom field with the exact same name
Second Bank Account IBAN	Custom field with the exact same name
Second Bank BIC	Custom field with the exact same name
Tax Code Effective From Date	Custom field with the exact same name	Format in export must be: DD/MM/YYYY Use field of type text instead of date in order to ensure input is in correct format