Connect Excel to Sage Cloud Accounting
Read, Write, and Update Sage Business Cloud Accounting Data from Excel
Connect with live Sage Business Cloud Accounting data directly from Microsoft Excel. The free Excel Add-In for CData Connect Spreadsheets gives you real-time access to Sage Business Cloud Accounting data, right from the Excel tool bar.
Install the Add-In, configure your Sage Cloud Accounting connection, and go!
Get The Excel Add-In Now
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Discover What's Possible with Your Sage Cloud Accounting Data in Excel
Say Farewell to Copy/Paste
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Never Rely on Stale Data
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Point and Click Configuration
Integrate data and manage connections with no code or special skills required.
Secure Access and Encryption
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-Time Access to Sage Cloud Accounting Data from Excel
Get Started with Sage Cloud Accounting in 3 Simple Steps:
- Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
- Configure your Sage Cloud Accounting Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Sage Cloud Accounting.
- Run your first query - Select any Sage Cloud Accounting data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automate Your Workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Bring Data to Life in Excel
Bring your Sage Cloud Accounting data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Sage Cloud Accounting Reporting, Analysis, & Data Manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete records and push updates back to Sage Cloud Accounting
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Sage Cloud Accounting Excel Connectivity questions
Common questions about integrating Sage Cloud Accounting with Microsoft Excel.
How do I connect Sage Cloud Accounting to Excel?
The best way to integrate Sage Cloud Accounting with Excel is by using the CData Connect Spreadsheets Excel Add-In. The Sage Cloud Accounting Excel Connector provides easy Sage Cloud Accounting Excel integration directly from Desktop, Mac, or Web (Excel 365). Simply configure your connection to Sage Cloud Accounting from the easy-to-use cloud interface, and access Sage Cloud Accounting just like you would another native Excel data source.
Can I export Sage Cloud Accounting to Excel?
Configuring a Sage Cloud Accounting export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. CData Connect Spreadsheets Excel Add-In provides live direct connectivity to Sage Cloud Accounting and does not require a Sage Cloud Accounting Excel export. Instead, simply click the Refresh button from the Excel Sage Cloud Accounting plugin toolbar and the tool will download Sage Cloud Accounting to excel instantly. You can even schedule refreshes to export from Sage Cloud Accounting to Excel automatically, so your Excel reporting is always fresh and up to date when you need it.
Is it possible to edit Sage Cloud Accounting data from Excel?
Our integration enables live, bi-directional access to Sage Cloud Accounting data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Sage Cloud Accounting — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. For the CData Connect Spreadsheets Excel Add-In all accounts start on a 15-day free trial of the unlimited Pro plan. The Pro plan includes unlimited access to all of the powerful features and capabilities of the platform. After the 15-day trial period, you have the option to purchase the product and continue at the Pro level, or your account will be automatically downgraded to the Forever-Free plan. You can continue to use the free plan indefinitely, but wou will be limited to 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month.
Start your trial today: Sage Cloud Accounting Excel Add-In free download.
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Get the Excel Add-In for Sage Cloud Accounting
Building custom dashboards & reports that connect with live Sage Cloud Accounting data has never been easier. Get the CData Excel Add-In for Sage Cloud Accounting now, and get connected.
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