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Transfer Data from Excel to Sage 300

This article explains how to transfer data from Excel to Sage 300 using the Excel Add-In for Sage 300.

The CData Excel Add-In for Sage 300 enables you to edit and save Sage 300 data directly from Excel. This article explains how to transfer data from Excel to Sage 300. This technique is useful if you want to work on Sage 300 data in Excel and update changes, or if you have a whole spreadsheet you want to import into Sage 300. In this example, you will use the OEInvoices 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 300 connection by clicking From Sage 300 on the ribbon.

Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

  • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
  • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
  • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

Authenticate to Sage 300 using Basic authentication.

Connect Using Basic Authentication

You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

  • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
  • User: Set this to the username of your account.
  • Password: Set this to the password of your account.

Retrieve Data from Sage 300

To insert data into Sage 300, you will first need to retrieve data from the Sage 300 table you want to add to. This links the Excel spreadsheet to the Sage 300 table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Sage 300 button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the OEInvoices 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 300

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, =MyOEInvoicesSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Sage 300, 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 OEInvoices 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.