Export data from SwissSalary: step-by-step guide

SwissSalary runs as a payroll solution on Microsoft Dynamics 365 Business Central. Anyone switching needs employee data, payroll accounts, absences, payslips and documents as files. This guide shows the exports the SwissSalary manual describes and separates cleanly what lives in SwissSalary and what lives in Business Central.

Before you start

Log in with a user who may see staff, payroll and documents. Create a folder where you collect all the files. First close the payroll runs in progress so the reports are complete. Employee data is particularly sensitive: keep the files only in a protected place.

Export before you cancel: once the contract ends, access is gone, yet you must keep payroll records and business records for ten years (Art. 958f of the Swiss Code of Obligations, CO).

Step by step: exporting from SwissSalary

1. Employees: run the reports «Personalliste» and «Adressliste». The whole list can be transferred to Excel. On every list in Business Central there is also «In Excel öffnen», which keeps the filters you set.
2. Payroll account: the personal annual payroll account A4Q offers the option «Ausgabe nach Excel». This gives you the wage types per person for each year.
3. Posting journal: the «FIBU-Buchungsjournal» exists for each payroll run, organised by account, dimension, employee or wage type. The transfer to Excel happens automatically.
4. Wage types: the «Lohnartenliste Kontierung» can also be transferred to Excel.
5. Absences and holidays: the manual covers the reports «Absenzenstatistik», «Absenzenliste», «Absenzenspiegel» and «Absenzendetail». For Excel, use the Business Central route: on the report's request page choose «Senden an» and «Microsoft Excel-Dokument (nur Daten)».
6. Payslips: SwissSalary generates the payslips as PDF in a ZIP file. The file name can be built with placeholders, for example name and month.
7. Documents: open «SwissSalary Dokumentenmanagement Einrichtung», mark the document types and choose «Aktionen» › «Export als Zip-Archiv». Without a filter, all documents of all employees are exported.

Payroll journal and accounting data

The «Lohnjournal» lists all wage types of the chosen payroll run. The manual does not expressly describe an Excel export for it; the general Business Central route «Senden an» does work for reports, however. The chart of accounts, general ledger entries, customers and items are not in SwissSalary but in Business Central. There you use «In Excel öffnen» on the relevant list. The exact names of the lists depend on your setup. Tell us what you want to take along: we are happy to show you the export.

Practical example: Muster Elektro GmbH

Muster Elektro GmbH is a fictitious installation company with six employees. It switches on 1 January. In December the HR manager exports the staff list and the address list to Excel, together with the annual payroll accounts and the absence reports. She generates the payslips of recent years as PDF in ZIP files, and the personnel files via «Export als Zip-Archiv». She puts all the files in a protected folder and sends them to KMU | base. Until the end of December, payroll keeps running in SwissSalary; the export is repeated on the cut-off date.

Sources

• SwissSalary general manual (as of 13.08.2026), manual page «FIBU-Buchungsjournal» and Update 5065.000, accessed on 9 November 2026: learn.swisssalary.ch, learn.swisssalary.ch, learn.swisssalary.ch
• Microsoft Learn: export data from Business Central and work with Excel, accessed on 9 November 2026: learn.microsoft.com, learn.microsoft.com
• Swiss Code of Obligations (CO, SR 220), Art. 958f: fedlex.admin.ch

This guide describes the menus of SwissSalary according to the manufacturer's help; labels may change. Information as of 9 November 2026.