Access Live Sage 200 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 200 data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Sage 200 in Connect Spreadsheets and access live Sage 200 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 200 Connectivity for Excel

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

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Sage 200" from the Add Connection panel
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.
4. Click Create & Test

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

Access Live Sage 200 Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Sage 200 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. Sage2001), Table (e.g. Banks), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Sage 200 Data from Spreadsheets

New, 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 Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.