Access Live Sage Cloud Accounting 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 Cloud Accounting data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Sage Cloud Accounting in your Connect AI instance and access and update live Sage Cloud Accounting data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Sage Cloud Accounting, allowing you to easily access live Sage Cloud Accounting 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 Cloud Accounting, leveraging server-side processing to quickly return Sage Cloud Accounting data.

Configure Sage Cloud Accounting Connectivity for Excel

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

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

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

3. Sage Cloud Accounting uses OAuth to authenticate. Click "Sign in" to authenticate with Sage Cloud Accounting. 👁 Authenticating with OAuth (Salesforce is shown).
   
4. Navigate to the Permissions tab in the Add Sage Cloud Accounting Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Sage Cloud Accounting Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Sage Cloud Accounting 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. SageBCAccounting1), Table (e.g. SalesInvoices), 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
   

Update Sage Cloud Accounting Data from Excel

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

1. Update any cell or cells with changes you want to push to Sage Cloud Accounting (your changes will be in red)
2. In the CData Connect AI 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 Cloud Accounting, and a notification will appear when the update is complete

Live Access to Sage Cloud Accounting Data from Cloud Applications

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

👁 Imported data (Salesforce is shown)


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