Setup and import Sage 100 France Data

Setup and import Sage 100 France Data

This article explains how to create an import format in Sage and how to use it to import employee data.

Introduction

This article contains two parts.
First, you learn how to set up an import format in Sage.
Second, you learn how to import the actual employee data file using that format.
All steps are shown in the two videos linked in this article.

Required Fields for the Import
Sage needs around 50 different fields for a complete data import. These fields must be prepared in your import format.

PART 1 — Create the Import Format in Sage

Overview
Before you can import data into Sage, you must create an import format. This format contains all the fields (columns) that Sage expects.


Procedure:

  1. Open your Sage environment.

  2. Open the menu G.A. and select Format d’Importation.
    This is where import formats are created.

  3. Review example formats.
    Your system may show one or more existing samples.

  4. Create a new import format.

    • Click Plus (+).

    • Select Fiche Salarié.

    • Confirm with OK.

  5. Add columns for the import.

    • Click Plus (+) inside the Import Guide.

    • Search for the field name.

    • Select OK.
      In the example video, three example fields were added:
      • Matricule
      • Sexe
      • Address

  6. Close the screen to confirm the added columns.
    You now see the new columns in the import format.

  7. Set Colonne = Oui for every column.
    This is required for the import to work.

    • Open Mode Éditeur.

    • Select a column.

    • Click the icon at the bottom.

    • You see a red line

    • Repeat this for each column.

  8. Give the format a title.
    Example: brynq_factorial_import

  9. Save and close the format.
    Confirm the changes when Sage asks.

  10. Reopen the format to add more fields.
    You may add all ±50 fields one by one. This is the list with the exact fieldnames:
    Sage Fields













































     

  11. Add fields in the correct order.
    Sage adds new fields directly after the field you selected.

    • If a field appears in the wrong position, delete it.

    • Select the correct preceding field.

    • Add the field again.

  12. Repeat for all required fields.
    Each field must be set to Colonne = Oui.


PART 2 — Import the Data File into Sage

Overview
After the import format is ready, you can import the real data file (for example, data exported from Factorial). This part of the article explains how to start the import, select the correct format, and generate an error report.


Procedure:

  1. Open Sage and load your employee environment.
    When you go to Liste du Personnel, you can see all existing employees.

  2. Start the import.

    • Click the small arrow next to Créer.

    • Select Importer.

    • Choose Excel.

  3. Choose the import format.

    • Under Format Personnalisé, click the three dots.

    • Select the import format you created earlier (for example, brynq_factorial_import).

    • In the video example, Scenario Template is chosen because it is already complete.

  4. Set the correct option for editing records.
    Sage asks whether existing records may be edited.

    • This must be set to Oui.

    • Confirm when the system shows the value.

  5. Confirm the format and continue.
    Click OK to proceed.

  6. Select the file to import.

    • Browse to the folder where your Excel file is stored.

    • Select the employee data file sent to you or prepared earlier.

  7. Choose the error report type.

    • Select PDF as the report format.

    • Confirm with OK.

  8. Save the PDF file.
    Enter a name such as Result–11December25.pdf.
    Sage now processes the import.

  9. Review the results.

    • Go to the folder where the PDF was saved.

    • Open the report.

    • You will see the number of errors (if any).
      In the example, three errors were included on purpose to show how the report works.

  10. Fix issues if needed.
    You can:

    • Correct the data in your file and import again, or

    • Send the PDF report to the support team for review.

  11. Validate new employees.
    When the import is successful, you will see the newly imported employees in Liste du Personnel.


Alert
Always check your error report after each import. Even small issues (wrong formats, missing values) can cause errors.
If the import format is correct and the data file is complete, the import will create or update all employee records as expected.

This completes the setup and the import process. Good luck with importing your data into Sage!


    • Related Articles

    • Determine Interface Scope

      This guide explains how to create and manage interfaces between two systems (source and target systems) within our platform. It includes creating a new interface, defining scenarios, detailing fields per scenario, and submitting your setup for ...

    • Requirements and installation

      In order to run the agent correctly, the following setup is required. Hard- en software requirements Windows Server 2012 64 bit or 2016 64 bit with 8 GB Ram, minimal of 2 CPU cores with 2.40 GhZ, 150 GB hard drive; Connection to the internet ...

    • Introduction

      Many organizations use the information architecture principle that one data source is leading. In order to realize this principle, an interface has been developed that exchanges data between various applications. For the exchange of data, the ...