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Access Live Sage Intacct Data in Excel 365 Online (Excel for the web)



Connect to Sage Intacct data from Excel 365 Online (Excel for the web) with CData Connect Cloud.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Sage Intacct data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Sage Intacct within your Connect Cloud instance and accessing live Sage Intacct data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Sage Intacct Connectivity for Excel

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage Intacct" from the Add Connection panel
  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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.

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

Access Live Sage Intacct Data in Excel for the web

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

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. SageIntacct1), Table (e.g. Customer), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Update Sage Intacct Data from Excel

In addition to viewing Sage Intacct data in Excel, CData Connect Cloud 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 CData Connect Cloud 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")
  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 Cloud Applications

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 CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.