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Transfer Data from Excel to Sage 50 UK

This article explains how to transfer data from Excel to Sage 50 UK using the Excel Add-In for Sage 50 UK.

The CData Excel Add-In for Sage 50 UK enables you to edit and save Sage 50 UK data directly from Excel. This article explains how to transfer data from Excel to Sage 50 UK. This technique is useful if you want to work on Sage 50 UK data in Excel and update changes, or if you have a whole spreadsheet you want to import into Sage 50 UK. In this example, you will use the TradingAccounts 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 50 UK connection by clicking From Sage 50 UK on the ribbon.

Note: Only Sage 50 UK 2012 and above are supported.

The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

  1. If you have not already done so, open the Sage 50 UK software.
  2. Click Tools -> Internet Options.
  3. Select the SData Settings tab.
  4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
  5. Set the URL property to the value in the address field next to the company desired.

Retrieve Data from Sage 50 UK

To insert data into Sage 50 UK, you will first need to retrieve data from the Sage 50 UK table you want to add to. This links the Excel spreadsheet to the Sage 50 UK table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Sage 50 UK button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the TradingAccounts 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 50 UK

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, =MyTradingAccountsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Sage 50 UK, 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 TradingAccounts 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.