/
/
Excel

Excel Add-In for Sage 300

Connect to live Sage 300 from Excel

The Sage 300 Excel Add-In is a powerful tool that allows you to connect with live Sage 300 data, directly from Microsoft Excel. Use Excel to read Sage 300 Invoices, Receipts, Refunds, etc. Perfect for mass imports / exports, data cleansing & de-duplication, Excel based data analysis, and more!

Install the Add-In, configure your Sage 300 connection, and go!

Other Sage Accounting Technologies
Decorative Icon Sage 300 Logo
Sage 300 Logo

Your Sage 300 data, your way!

The Excel Add-In for Sage 300 provides the easiest way to connect with Sage 300 data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Sage 300 tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Access Sage 300 data directly from Excel

Direct Access

Direct access to live Sage 300 Data from Excel

The Excel Add-In for Sage 300 is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Direct access to Sage 300 data in Excel
Setup

Easy-to-use, straightforward configuration

  1. Install the Add-In
  2. Login with user & password
  3. Select tables

Installing the CData Sage 300 Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Sage 300 data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Configure Sage 300 connection in Excel
Data Selection

Select tables and columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Sage 300 Data.

Select Sage 300 tables in Excel
Data Analysis

Sage 300 Data with the full power of Excel

Perfect for mass imports, data cleansing & de-duplication, Excel-based data analysis, and more!

  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
Sage 300 data analysis in Excel
Direct access to Sage 300 data in Excel
Configure Sage 300 connection in Excel
Select Sage 300 tables in Excel
Sage 300 data analysis in Excel
FAQs

Frequent Sage 300 Excel connectivity questions

Common questions about integrating Sage 300 with Microsoft Excel.

<

Download the Sage 300 Excel Add-In

Building custom dashboards & reports that connect with live Sage 300 data has never been easier. Download the CData Excel Add-In for Sage 300 now, and get connected.