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Access Live Sage 200 Data in Excel (Desktop)


Use CData Connect Cloud to gain access to live Sage 200 data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to Sage 200 data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Sage 200 in your Connect Cloud instance and access live Sage 200 data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Sage 200, allowing you to easily access live Sage 200 data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Sage 200, leveraging server-side processing to quickly return Sage 200 data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Sage 200 Connectivity for Excel

Connectivity to Sage 200 from Excel is made possible through CData Connect Cloud. To work with Sage 200 data from Excel, we start by creating and configuring a Sage 200 connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage 200" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Sage 200.
    • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
    • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage 200 data from Excel.

Access Live Sage 200 Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live Sage 200 data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. Sage2001), Table (e.g. Banks), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Live Access to Sage 200 Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Sage 200 data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.