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

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. 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 online.

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.

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
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

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 Connect Spreadsheets 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 Connect Spreadsheets and click "Get it now" to install the Add-in.
4. Back in Excel, open the Data ribbon select and click the Connect Spreadsheets "Get Data" button.
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets 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, 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
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")
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 Spreadsheets

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 100+ SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.