Creating customized upload format to upload records in Sage X3 People

By | May 29, 2018

Sage Business Cloud Enterprise Management HR (formerly Sage X3 People) provides users with the best combination of functionality, technology, and value. One of the functions of Sage X3 People is the Import Function. Users can use the Import function to upload records in Sage X3 People. While uploading records, in the standard Sage X3 People, users might come across a standard upload screen as shown below. Sage X3 People allows users to create their customized upload format to upload records apart from the standard upload screen. This blog guides you with a step by step procedure to create a new upload format in Sage X3 People.

7 Simple Steps to create a new upload format

Step 1: Navigate to Usage → Import/Export → Import

create upload format

Step 2: Navigate to Setup → Import/export → Import/Export templates

Import Export templates

Step 3: Click on New and create a new upload template. Below is a sample of a new upload created.

new-upload-template

Step 4: Scroll to the Identifiers section and select the required table.

export templates sage x3

Step 5: Click on the Fields tab and select the columns required for uploading the data.

Import Export templates sage x3

Step 6: Click on the Action button and select Excel export as shown below.

select Excel export

Step 7: Transpose the above fields in the Excel. Post transposing, you will have an image as below.

transpose code in excel

Step 8: Fill the data in the columns. Below image shows the data in the Excel.

data in excel

Concatenate the data in the fields and paste the concatenated data in a notepad file. While concatenating ensure that the separator (comma “,”) is used to separate the fields. The upload file should be similar as shown below.

customized reports

Step 9: To upload the text file, below are the steps to be followed.

Navigate to Setup → Imports/export → Imports

upload text file

Select the upload name and click OK. Users will see the screen as shown below after clicking OK.

upload reports

Select the notepad file which contains the concatenated data and upload the same.

This is how users can use a customized upload format for uploading records in Sage Business Cloud Enterprise Management HR (formerly Sage X3 People).

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Greytrix Africa offers professional services such as Implementation & configuration, Business Process Analysis, Project Management, Customization, Integrations & Migrations, Technical support and Onsite resource augmentation along with enhancements within Sage Enterprise Management (Sage X3), Sage Enterprise Management HR (Sage X3 People), Sage CRM and Sage 300 (Accpac) across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non Profit, Health-care Industry and Services Industry (Financial , Software & Engineering).

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