How to upload employee records using txt file in Sage X3 People

By | October 23, 2019

In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.
Navigate: – Usage -> Imports/Exports -> Imports

Usage Screen
Usage Screen

To upload employee data by using standard functionality below are the steps to be followed. As per the requirement the templates can be selected for instance.

Sr. No Template Description
1. SAEMP1 This template is used to upload/ update employee records.
2. SAEMPCTR This template is used to upload/ update Employee contract.
3. Saemp2 This template is used to upload/ update Employee telephone number,
Email Id.
4. VAREURSA This template is used to upload/ update Variable Import.

Step 1:
Navigate to Setup -> Usage -> Import/export -> Import/export templates

Import-Export Templates Page
Import-Export Templates Page

Click on the “Fields” tab in Import/export templates page.

Import-export templates page Fields Tab
Import-export templates page Fields Tab

Step 2:
Click on the action button and select “Excel export” as shown below.

Import-export templates page Excel Export option
Import-export templates page Excel Export option

Below file will get generated with all the fields available in the export template.

Excel format
Excel format

Step 3:
Use the excel transpose function (to change vertical data to horizontal format) for the above-shown columns.

Excel Paste Special options
Excel Paste Special options

Below is the output after using the transpose function.

Formatted Excel file
Formatted Excel file

Step 4:
Fill the data in the formatted columns, below image shows the excel with the employee data.

Formatted Excel file with employee records
Formatted Excel file with employee records

Use the excel concatenate formula for 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 look similar to the below data file.

Txt File format
Txt File format

Step 5:
For uploading the txt file, below are the steps to be followed:-
Navigate to Setup-> Imports/export-> Import

Imports Page
Imports Page

Before uploading the records a user can also test the created txt file by using the “Test” functionality. It is recommended that if there are multiple records a user must enter one record and test the format and data. If the records are proper then system will show a message with successful records or it will through a error message.

Imports Page
Imports Page Test functionality

Select the upload template name and click OK button, after clicking OK button the below screen gets appeared.

File Upload Page
File Upload Page

Select the notepad file which is created and upload the same. Once txt file is uploaded you can verify the new employee records from personnel administration page.

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