Solution Properties
Solution ID:
224924950077015
Last Modified Date:
Thu Oct 15 14:10:02 UTC 2026
Taxonomy Path:
Category//Payroll and HR//Payroll year end
Author:
LegacyAuthorUS
Copy ACA Employee Data to a New Tax Year Using Visual Integrator
Description

The attached VI import and export jobs were created in Sage 100 version 2016 PU2.

Cause
Resolution

CAUTION:

Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

 

Currently, Sage 100 doesn't include a utility that copies ACA data from one tax year to another.
Note: These steps require ownership of the Visual Integrator module and one of the following versions:
  • Sage 100 2015.4
  • Sage 100 2016.1
  • Sage 100 2017

Export ACA employee data

  1. Open Visual Integrator, Main, Export Job Maintenance.
  2. Create an export job for each table listed below.
  3. Use CSV as the export format.
  4. On the Select tab, filter records for the tax year you want to export.
Tip: To export 2015 records only, select tax year 2015 on the Select tab.
Export these tables:
  • PR_ACAEmployee
  • PR_ACAEmployeeCoveredInd
  • PR_ACAEmployeeMonthlyDtl

Update plan start month information

If an employee enrolled in an employer-sponsored healthcare plan, update the exported file before import.
  1. Open the exported PR_ACAEmployee CSV file.
  2. Locate the Plan Start Month column.
  3. Enter a two-digit month value for enrolled employees.
    • Example: 01 through 12
  4. Enter 00 for employees who didn't enroll.
  5. Save the file in CSV format.

Review and update ACA records

Before importing the files:
  1. Review each exported CSV file.
  2. Make any required ACA changes for the new tax year.
  3. Save all changes before performing the import.
Caution: Complete all ACA data changes before importing records into Sage 100.

Import ACA employee data

  1. Open Visual Integrator, Main, Import Job Maintenance.
  2. Create a new import job for each of these tables:
    • PR_ACAEmployee
    • PR_ACAEmployeeCoveredInd
    • PR_ACAEmployeeMonthlyDtl
  3. Map the fields as required.
  4. Import the updated CSV files.
Tip: Import the records into a copy company first and verify the results before updating live data.

Sample Visual Integrator jobs

Sample import and export jobs created in Sage 100 version 2016 PU2 are available for reference.
Sage isn't responsible for errors encountered when using these Visual Integrator jobs and doesn't maintain or update them.

Tax year considerations

The sample export jobs restrict exports to 2015 tax-year records.
To import records into another tax year:
  • Modify or remove the selection criteria on the Select tab, or
  • Open each CSV file and change the tax year value, or
  • Assign the target tax year during import job field mapping.
Example:
  • Export records for 2015.
  • Change the tax year to 2016.
  • Import the records into the 2016 tax year.

Covered individual date of birth records

If covered individuals use a date of birth instead of a Social Security number:
  1. Run a test import before processing live records.
  2. Verify that the date of birth imports in the correct format.
  3. Correct any format issues before completing the import.

DocLink: Where are the sample ACA Visual Integrator jobs located
Attachment: 348_20230425124506_ACA EXPORT VI JOBS.EXP
Attachment: 348_20230425124506_ACA IMPORT VI JOBS.EXP

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