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Excel Integration

Integrate Sage with Excel

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    In the dynamic landscape of business management, the integration of Sage with Excel stands as a pivotal advancement, streamlining complex processes and enhancing productivity. This integration is crucial for automating workflows, lead management, and reporting, allowing for a more efficient allocation of resources and time. By harnessing the combined power of these two robust tools, businesses can unlock new levels of functionality and insight from their data. On this page, we will delve into the importance of integrating Sage with Excel, outlining the necessary steps for setup, exploring various use cases, and providing guidance for troubleshooting and frequently asked questions.

    Understanding the setup for this integration is straightforward, utilizing tools such as Excel Integration Reporting (EIR) and ODBC to connect Sage 50 with Excel. This connectivity not only facilitates the running of Sage 50 Accounts reports within Excel but also empowers users to manipulate and refresh data seamlessly. We will guide you through how to integrate Sage with Excel, highlight practical use cases such as automating the creation of new Sage Accounting products directly from Excel rows, and offer solutions to common integration challenges. Whether you're looking to manage invoicing, cash flow, or capture leads efficiently, this page serves as your comprehensive resource for making the most of your Sage and Excel integration.

    Integrating Sage with Excel

    Integrating Sage with Excel can be accomplished through a variety of methods, each suited to different needs and use cases. Whether you are looking to directly run Excel spreadsheets with your accounting software, access and refresh your Sage 50 Accounts data in Excel, or perform mass data operations, there is an integration option available to streamline your workflow.

    Excel Add-In for Sage Intacct

    The Excel Add-In for Sage Intacct offers a direct way to connect with Sage Intacct data from within Excel. This self-contained add-in allows users to read, write, and update data such as Contacts, Invoices, Transactions, and Vendors. It is ideal for tasks such as mass imports, exports, updates, data cleansing, de-duplication, and Excel-based data analysis. Notably, this integration does not require additional software installations.

    Sage 50 Excel Integration

    For those using Sage 50, the Excel Integration Report (EIR) feature allows you to access your Sage 50 Accounts data directly in Excel. Refreshing this data is a straightforward process, and running standard reports is possible with 32-bit Desktop applications. Before using this feature, ensure that a Sage company data file is set up, along with a data source name and database name for ODBC connections. Reports can be added in Sage 50 for use in EIR by saving them within the EIR framework.

    Connecting Excel to Sage 50 with ODBC

    Creating reports using company data directly from Excel can be achieved by connecting Excel to Sage 50 via ODBC. This requires setting up a data source name and a database name. In Excel, you can then link to the new ODBC database by clicking the Data tab and selecting 'Get External Data.' After selecting the ODBC DSN, you can set up the Data Access report option in Sage 50 to further customize your reporting process.

    Sage Excel Add-In by CData

    The Sage Excel Add-In developed by CData is another powerful tool for users needing to interface with Sage Intacct data from Excel. This add-in is available in several regions, including Australia, the United Kingdom, and the United States, and it requires Sage Intacct Platform Services. It facilitates mass importing, exporting, and updating of data, as well as data cleansing, de-duplication, and analysis directly within Excel.

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    Sourcetable Integration

    Integrating Sage with Sourcetable Over Excel

    One of the key benefits of integrating Sage with Sourcetable rather than using Excel is the ability to sync live data from a variety of applications or databases. This means that any updates in your data sources are automatically reflected in Sourcetable, ensuring that you are always working with the most current information. This dynamic data synchronization surpasses the static nature of Excel, where updates must be manually imported or entered.

    Moreover, Sourcetable facilitates the automatic pulling of data from multiple sources, which can significantly streamline the process of data aggregation. Unlike Excel, where combining data from different sources can be time-consuming and complex, Sourcetable makes it straightforward to consolidate data, thereby enhancing efficiency in your business processes.

    Another advantage of using Sourcetable is its spreadsheet interface that is familiar to Excel users, which minimizes the learning curve. However, it offers more powerful automation capabilities, reducing the need for manual data entry and the associated risk of human error. This automation extends to business intelligence, with Sourcetable's built-in tools that allow for easier querying and analysis of data than the more manual and formula-dependent processes in Excel.

    Common Use Cases

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      Excel Integration
      Extracting and processing Sage 50 account data in Excel
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      Excel Integration
      Creating comprehensive summaries and reports using Excel features
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      Excel Integration
      Allowing non-Sage 50 users to access Sage data through Excel
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      Excel Integration
      Combining Sage account data with other business information in Excel
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      Excel Integration
      Utilizing example sheets to understand data manipulation within Excel

    Frequently Asked Questions

    How does Excel Integrated Reporting work?

    Excel Integrated Reporting works as an Excel add-in that allows users to access and manipulate Sage Accounts data directly in Excel. It links to Sage Accounts data on a server and uses two components, Sage reports and Sage functions, to extract data onto a worksheet and include individual values from accounts data.

    What are Sage functions?

    Sage functions are part of the Excel Integrated Reporting add-in that allow you to extract individual values from Sage 50 accounts data into Excel.

    How do I link Excel to my Sage data?

    You can link Excel to your Sage data using ODBC to create a connection between Excel and Sage 50 data, or through the Excel Integrated Reporting add-in that is installed with Sage Accounts.

    How do I use Sage reports?

    You use Sage reports by accessing them through the Excel Integrated Reporting add-in, which allows you to run reports in Excel using Sage 50 data and refresh the data with the click of a button.

    How do I use Sage functions?

    Sage functions are used within Excel once the Excel Integrated Reporting add-in is installed. They can be used to include individual account values from Sage 50 data onto an Excel worksheet.


    Integrating Sage with Excel streamlines your accounting processes by enabling the automation of workflows, thereby organizing data and allowing for the creation of logical spreadsheets and charts. Utilizing tools like Zapier, which requires no coding expertise, you can connect Sage to Excel—specifically with OneDrive for Business if you have Office 365—enhancing your team's efficiency and impact. While Sage 100 ERP's Visual Integrator and various Excel tips, such as changing column headers and converting numbers, can simplify data importation, there is an alternative. Instead of navigating through this integration, you can use Sourcetable, a solution that simplifies data management. Sign up for Sourcetable to get started and experience a seamless data workflow.

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