Transfer Data from Excel to Sage 200

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Excel Add-In for Sage 200

The Sage 200 Excel Add-In is a powerful tool that allows you to connect with live Sage 200 data, directly from Microsoft Excel.

Use Excel to read, write, and update Sage 200 Products, SalesOrders, Suppliers, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

This article explains how to transfer data from Excel to Sage 200 using the Excel Add-In for Sage 200.

The CData Excel Add-In for Sage 200 enables you to edit and save Sage 200 data directly from Excel. This article explains how to transfer data from Excel to Sage 200. This technique is useful if you want to work on Sage 200 data in Excel and update changes, or if you have a whole spreadsheet you want to import into Sage 200. In this example, you will use the Banks table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Sage 200 connection by clicking From Sage 200 on the ribbon.

  • 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: Afterwards, the subscription key may be found in your profile after logging into Sage 200.

Retrieve Data from Sage 200

To insert data into Sage 200, you will first need to retrieve data from the Sage 200 table you want to add to. This links the Excel spreadsheet to the Sage 200 table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Sage 200 button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Banks table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Sage 200

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyBanksSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Sage 200, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Banks sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.