Access Live Sage Intacct Data in Excel (Desktop) through Connect Spreadsheets

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Sage Intacct data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Sage Intacct in Connect Spreadsheets and access and update live Sage Intacct data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Getting Started

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Configure Sage Intacct Connectivity for Excel

Connectivity to Sage Intacct from Excel is made possible through Connect Spreadsheets. To work with Sage Intacct data from Excel, we start by creating and configuring a Sage Intacct connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection 👁 Adding a Connection
   
2. Select "Sage Intacct" from the Add Connection panel 👁 Selecting a data source
   
3. Enter the necessary authentication properties to connect to Sage Intacct.

   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.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Sage Intacct data from Excel.

Access Live Sage Intacct Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Sage Intacct data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. SageIntacct1), Table (e.g. Customer), and Columns to import 👁 Connect Spreadsheets panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Executing the Query
   

Update Sage Intacct Data from Excel

In addition to viewing Sage Intacct data in Excel, Connect Spreadsheets also lets you update and delete Sage Intacct data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Sage Intacct (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Sage Intacct

A notification will appear when the update is complete

Live Access to Sage Intacct Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Sage Intacct data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.