Where can I find written documentation for Office Connector?

SOLVED

Is written documentation available for Office Connector's import feature?  We need to be able to import data from Excel into Sage. 

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  • 0

    Hi Kim!

    Thanks for post!

    If you are looking to push data into Sage you would need to do so through Microsoft Access and ODBC Databases.  Excel would not be able to perform the task you are mentioning since you can only pull data tables into Excel rather than push data out back into Sage.  To pull in data you would use ODBC Datasources as well.  You will find the instructions for setting up an ODBC DSN for Accounting data in Article 17865, this is similar to what Office connector does.  You can create queries in Access that can push and pull data from Sage. Article 33166 touches on the steps to create these queries.   Updating Sage through a third party component like this may not be recommended for certain Sage applications and/or tasks, so I would recommend working with a consultant on a project such as this.  

     

    Hope that helps!

    Wendy

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  • 0

    Hi Kim!

    Thanks for post!

    If you are looking to push data into Sage you would need to do so through Microsoft Access and ODBC Databases.  Excel would not be able to perform the task you are mentioning since you can only pull data tables into Excel rather than push data out back into Sage.  To pull in data you would use ODBC Datasources as well.  You will find the instructions for setting up an ODBC DSN for Accounting data in Article 17865, this is similar to what Office connector does.  You can create queries in Access that can push and pull data from Sage. Article 33166 touches on the steps to create these queries.   Updating Sage through a third party component like this may not be recommended for certain Sage applications and/or tasks, so I would recommend working with a consultant on a project such as this.  

     

    Hope that helps!

    Wendy

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