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

Introduction

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.

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

    1. Matricule
       
    2. Sexe
       
    3. Adresse
       
    4. Adresse 2
       
    5. Code postal
       
    6. Commune
       
    7. Téléphone
    8. Téléphone 2
       
    9. Nom
       
    10. Nom de famile
        
    11. Prénom
        
    12. Code INSEE Commune
        
    13. Code pays
        
    14. Etablissement payeur
        
    15. Numéro de Sécurité Sociale
    16. Date de naissance
        
    17. Situation familiale
        
    18. Nationalité (code)
    19. Civilité
    20. Date de début de contrat
        
    21. Nature du contrat
        
    22. Modalité d'exercice du travail
        
    23. Date d'entrée dans la profession
        
    24. Ancienneté dans la profession
        
    25. Date d'embauche société
        
    26. Date entrée établissement
        
    27. Type d'entrée établissement
        
    28. Date d'ancienneté
        
    29. Dernier jour travaillé et payé
        
    30. Motif de départ
        
    31. Date de rupture conventionnelle
        
    32. Date de départ société
        
    33. Date de sortie établissement
        
    34. Salaire de base du salarié
        
    35. Type de salaire
        
    36. Salaire de base annuel
        
    37. Salaire horaire du salarié
        
    38. Horaire hebdomadaire du salarié
        
    39. Horaire de base du salarié
        
    40. Périodicité de paiement
        
    41. Unité du temps de travail
        
    42. Modalité de l'activité
        
    43. Code banque 1
        
    44. Numéro de compte 1
        
    45. Code BIC 1
        
    46. Libellé du compte 1
        
    47. Nom guichet 1
        
    48. Code guichet 1
        
    49. Mode de paiement
        
    50. Quotité de travail mensuel
     

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.

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!