Where can I find written documentation for Office Connector?

SOLVED

Is written documentation available for Office Connector's import feature?  We need to be able to import data from Excel into Sage. 

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  • 0

    Kim, Office Connector has a help topic on Import. If you click on About Office Connector from th Desktop>Excel-Based Reporting and select About Office Connector, you can see the topic from there.

  • 0 in reply to karenj
    verified answer

    You are correct @Mike T. in that Office Connector can push/import data into the software BUT only in specific cases.  Office Connector can only import data into data tables that already have an import function. GL Budgets, PR Time Entry, and AP Recurring Invoices are just a few examples.  
     
    I had assumed that @KimK only had the "Starter" version of Office Connector which would not include that Import capability by default. The solution above would be steps/actions she could perform now, until she is able to contact Office Connector directly here for more information.

     

     

  • 0 in reply to wshi

    Thanks everyone!

    @wshi you are correct, I only have the "Starter" version of Office Connector and will upgrade our version with Event 1.

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