{"id":18785,"date":"2019-10-23T09:59:46","date_gmt":"2019-10-23T09:59:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=18785"},"modified":"2023-10-17T09:47:37","modified_gmt":"2023-10-17T09:47:37","slug":"how-to-upload-employee-records-using-txt-file-in-sage-x3-people","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/10\/23\/how-to-upload-employee-records-using-txt-file-in-sage-x3-people\/","title":{"rendered":"How to upload employee records using txt file in Sage X3 People"},"content":{"rendered":"\n

In Sage X3 People<\/strong><\/a> 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: \u2013 Usage -> Imports\/Exports -> Imports<\/p>\n\n\n\n

\"Usage<\/a><\/center>\n
Usage Screen<\/i><\/center><\/font>\n\n\n\n

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.<\/p>\n\n\n\n\n\n\n\n\n\n\n
Sr. No<\/strong><\/td>\nTemplate<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
1.<\/td>\nSAEMP1<\/td>\nThis template is used to upload\/ update employee records.<\/td>\n<\/tr>\n
2.<\/td>\nSAEMPCTR<\/td>\nThis template is used to upload\/ update Employee contract.<\/td>\n<\/tr>\n
3.<\/td>\nSaemp2<\/td>\nThis template is used to upload\/ update Employee telephone number,
Email Id.<\/td>\n<\/tr>\n
4.<\/td>\nVAREURSA<\/td>\nThis template is used to upload\/ update Variable Import.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n

Step 1:<\/strong>
Navigate to Setup -> Usage -> Import\/export -> Import\/export templates<\/p>\n\n\n\n

\"Import-Export<\/a><\/center>\n
Import-Export Templates Page<\/i><\/font><\/center>\n\n\n\n

Click on the \u201cFields\u201d tab in Import\/export templates page.<\/p>\n\n\n\n

\"Import-export<\/a><\/center>\n
Import-export templates page Fields Tab<\/i><\/font><\/center>\n\n\n\n

Step 2:<\/strong>
Click on the action button and select \u201cExcel export\u201d as shown below.<\/p>\n\n\n\n

\"Import-export<\/a><\/center>\n
Import-export templates page Excel Export option<\/i><\/font><\/center>\n\n\n\n

Below file will get generated with all the fields available in the export template.<\/p>\n\n\n\n

\"Excel<\/a><\/center>\n
Excel format<\/i><\/font><\/center>\n\n\n\n

Step 3:<\/strong>
Use the excel transpose function (to change vertical data to horizontal format) for the above-shown columns.<\/p>\n\n\n\n

\"Excel<\/a><\/center>\n
Excel Paste Special options<\/i><\/font><\/center>\n\n\n\n

Below is the output after using the transpose function.<\/p>\n\n\n\n

\"Formatted<\/a><\/center>\n
Formatted Excel file<\/i><\/font><\/center>\n\n\n\n

Step 4:<\/strong>
Fill the data in the formatted columns, below image shows the excel with the employee data.<\/p>\n\n\n\n

\"Formatted<\/a><\/center>\n
Formatted Excel file with employee records<\/i><\/font><\/center>\n\n\n\n

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 \u201c,\u201d) is used to separate the fields. The upload file should look similar to the below data file.<\/p>\n\n\n\n

\"Txt<\/a><\/center>\n
Txt File format<\/i><\/font><\/center>\n\n\n\n

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

\"Imports<\/a><\/center>\n
Imports Page<\/i><\/font><\/center>\n\n\n\n

Before uploading the records a user can also test the created txt file by using the \u201cTest\u201d 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.<\/p>\n\n\n\n

\"Imports<\/a><\/center>\n
Imports Page Test functionality<\/i><\/font><\/center>\n\n\n\n

Select the upload template name and click OK button, after clicking OK button the below screen gets appeared.<\/p>\n\n\n\n

\"File<\/a><\/center>\n
File Upload Page<\/i><\/font><\/center>\n\n\n\n

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.<\/p>\n\n\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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: \u2013 Usage -> Imports\/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,2847,10],"tags":[2861,919,2667,929,2730,1721,2825,2262,2310,2446],"class_list":["post-18785","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-x3-ppl","category-standard","tag-employee-uploads","tag-greytrix-africa","tag-greytrix-consulting","tag-greytrix-kenya","tag-import-export-template","tag-sage","tag-sage-erp-africa","tag-text-update","tag-update","tag-x3-people"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=18785"}],"version-history":[{"count":110,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18785\/revisions"}],"predecessor-version":[{"id":27594,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18785\/revisions\/27594"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=18785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=18785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=18785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}