Ideas Portal
When importing data from Sage, it does not bring details like RTI credentials, Employer PAYE Reference, etc.
We need to migrate like 50-100 companies and it will be really painful if we have to add them manually for each company
Hi Richard.
Thanks for bringing that issue to our attention. I'll raise it with the board for review as a way to improve experience when migrating from Sage.
Cheers
Dylan
Hey! 👋
Quick question – how are you currently getting the data out of Sage and into Staffology?
If you haven't tried this yet, here's a handy way to make sure everything lines up properly:
Head to https://app.staffology.co.uk/employers/import
Click the 'download your existing data to CSV' link
Use this as your template – you can either fill it in with your Sage data, or tweak your Sage export headings to match ours
This should make sure all the required fields populate correctly when you import! ✨
Given this workaround sorts out the main issue, we're probably not going to prioritise amending our employer import to match Sage's export right now – but we'll keep an eye on how many people are asking for it.
I'll update the status to reflect this. Thanks again for the suggestion, and let us know if you hit any snags with the import! 🙌