Frequently Asked Question
How do I upload the Payroll CSV file to Pulse?
Last Updated 6 years ago
To upload the CSV file to Pulse you will first need to open your web browser and go to:
www.pulse-software.info and login with the credentials you were supplied in the welcome email.
Once you've logged in you will see a few folders in the list:
Double click the CSV folder and locate the CSV Import folder. There is no standard name for the CSV folder, so you'll be looking for something along the lines of "Payroll CSV", "SageYTD", "Sage" or "Sage Import".
Double click this folder to open it.
Within this folder there will be an old CSV file from a previous week/month. If this is your first time running the Sage payroll, there may not be any files in there.
You will need to rename this old file so that the system doesn't import it again for the current week, or you can delete the old one if you don't intend on keeping a record of it. Adding the week number after the file name will make locating it in the future a lot easier, but you can rename it to whatever you see fit if you have your own naming system in place.
You can also download the file to your own PC then delete the one on the server if you want to keep a record of it on your own PC. To do this, right click the file, then click Download File.
You can now upload the new CSV file by clicking the Upload button, then browsing for the file:
Click the Browse button:
Locate where you saved the file, select it, and click the Open button:
Please note: The CSV file name must follow the naming convention of any previous CSV files. For example, if the old CSV file is called PayrollYTD.csv, then the new CSV file you're uploading must also be called PayrollYTD.csv. Also, try to avoid opening the file in Excel or any other spreadsheet programs as this may cause issues when Pulse tries to read the file.
The name of the file will appear in the box, if you've selected the correct file, click the Upload button:
The file is now ready to be imported.
You should now be able to continue with the payroll process. Go back to the Pay Slips screen on Pulse and click the "Import Sage YTD" button. The figures from the file you uploaded will now be applied in Pulse.