PAYE Modernisation is arriving on 1st January 2019. Click here to find out more.

Migrating from SAGE Micropay to BrightPay

 

 

If you are migrating to BrightPay from SAGE Micropay, employee data can be imported into BrightPay via CSV file format as follows:

 

  • First, within your SAGE Micropay software, create a new report using the ‘Report Writer’:

 

 

  • Within the Report Writer, choose the data file ‘Employee File’:

 

 

  • In each of the drop-down fields, choose the element you wish to export – name, address, gross pay, tax, employee PRSI, employer PRSI etc:

 

 

  • Once you have selected the fields you wish to import, click Process:

 

 

  • The results will be displayed on screen for you:




  • To export the information displayed, highlight all of the columns by clicking and dragging with your mouse. Next, click Edit > followed by Copy:


 

  • Now open up a new Excel spreadsheet and paste in the copied data:

 

 

 

  • Save the file as a CSV file by going to File > Save As and change the file type to CSV. Enter a name for the file (e.g Employee Data) and select a location to save to. When ready, press Save:

 

 

  • To install BrightPay, simply select the ‘Download’ option on the BrightPay website (www.brightpay.ie) and click on ‘Download/Upgrade’ option under 'Existing Customers' and click the 'Download' button. Follow the on-screen instructions accordingly to complete the download.

 

  • Once downloaded, open BrightPay and select Create New Employer to set up your employer file:

 

 

  • When asked 'How would you like to use BrightPay?', choose the option to 'Continue Partway in the Tax Year':


 

  • Enter your employer details accordingly and at the prompt, save your employer file to a location of your choice:

 

  • Once you have your employer file set up and open, simply click Import Employees from CSV:



  • Browse to the location of your Employee CSV file, select this and press Open:

 



  • For each column, choose the employee data it represents. Ignore any columns and uncheck any rows you do not wish to be imported.
  • You will also need to uncheck the header row for the import to be successful.

 


  • When ready, click ‘Import’. Your employee data will now be imported and can now be accessed through the Employees tab:

 


 

  • Mid-year cumulative pay information imported in via your CSV file can also be viewed here in each employee’s ‘Mid-Year Totals’ section:

 

Please note: we recommend that all employee details are reviewed before processing any payroll to ensure information imported in is correct and applicable for the tax year in question.

To view/ print a' mid-year start summary' report, simply click 'Employees > More > View/Print Mid Year Start Summary Report...':



  • When ready, click the Payroll tab to commence processing payroll.

 

Need help? Support is available at 01 8352074 or support@brightpay.ie.

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