How to update Sage Intacct from Excel

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

Getting Started

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Establish a Connection

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

To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

User, Password, and CompanyId are the credentials for the account you wish to connect to.

SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

Retrieve Data from Sage Intacct

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

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

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, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Sage Intacct, 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 Customer sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update 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.