How to Connect Sage 300 CRE with Excel Using Office Connector?

Feb 12
18:31

2021

Erick Salah

Erick Salah

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Sage 300 Construction and Real Estate (previously Sage Timberline Office) Office Connector is a sequence of packages that mechanically connects your Sage three hundred Construction and Real Estate statistics to Excel. This answer can prevent hours of time on reporting and evaluation obligations the use of Excel.

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The Office Connector for Sage 300 Construction and Real Estate (CRE) is a valuable,How to Connect Sage 300 CRE with Excel Using Office Connector? Articles time-saving device for creation corporations/companies that need to automatically join Excel to their Sage accounting data. Here’s a better have a take a observe this available upload on software for Sage 300 CRE.

Excel Can be Powerful, But Frustrating

In business, Microsoft Excel is an invaluable device for information evaluation and reporting. Even in case your accounting software program comes with masses of integrated production reviews like Sage 300 CRE does, the information is commonly static and ‘view only’ while in Excel, you could engage with the numbers the usage of graphs, information filters, formulas, etc. Unfortunately, the procedure of shifting information into Excel and/or getting it returned in to the accounting machine is usually a frustrating and guide procedure of import and export workouts and knowledge of complex database tables and structures. That where the Sage 300 CRE Office Connector comes in.

What is Sage 300 CRE Office Connector?

Office Connector includes some separate merchandise that assist you to query, report, and flow statistics returned and forth,seamlessly and with out guide intervention, among Microsoft Excel and Sage 300 CRE.These effective additives include: Connector Query:Dynamic queries mechanically retrieve records from Sage 300 Construction for in-intensity evaluation the usage of acquainted Excel reports,worksheets, graphs, and more. This live, real-time connection lets in you to refresh and up to date the records at any time with simply the pressing of a button. Connector Write:Enables you to map records out of your Excel worksheets and paperwork to corresponding writable fields inside Sage 300 CRE.Plus, an ‘Approve Changes’ procedure places you in overall manage of what writes again for your Sage system. Connector Import:Provides capability to keep Excel worksheets in codecs which can then import statistics back into Sage. Simply create the import documents from spreadsheets with the pressing of a button and with out the want to recreate or reformat the information. Connector Financials:Use your Sage 300 financial records in Excel to create in-intensity financial reviews leveraging all of Excel’s effective features like graphing, charting, pivot tables, and more.

Sage three hundred CRE Office Connect saves you hours of time on reporting and analysis duties in Excel and possibly high-quality of all, it’s clean to apply and is derived with a wide variety of pre-constructed queries so that you don’t must be an IT wizard to arise and running quickly.

Save Time, Eliminate the Headaches:

It’s really well worth mentioning that many accounting structures will easily ‘dump’ statistics from a file into Excel. What makes Office Connector specific is that it pulls statistics from Sage three hundred CRE after which lets in you to alternate parameters, refresh the numbers, and engage together along with your real-time Sage gadget statistics. Try that with a one-manner statistics dump!

If you’re equipped to reduce the time you spend fumbling with report codecs and manually transferring statistics round in Excel, click on beneath to discover a Sage three hundred Construction companion on your place which can solution your questions on Office Connector and assist you get it setup. You can chat with our Sage 100 online support team 24x7.

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