Access Live Sage 200 Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Sage 200 data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Sage 200 in your Connect AI instance and access live Sage 200 data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Sage 200, allowing you to easily access live Sage 200 data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Sage 200, leveraging server-side processing to quickly return Sage 200 data.

Configure Sage 200 Connectivity for Excel

Connectivity to Sage 200 from Excel is made possible through CData Connect AI. To work with Sage 200 data from Excel, we start by creating and configuring a Sage 200 connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Sage 200" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Sage 200.
   • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
   • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Sage 200 data from Excel.

Access Live Sage 200 Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Sage 200 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 CData Connect AI Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. Sage2001), Table (e.g. Banks), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Live Access to Sage 200 Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Sage 200 data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.