writing data to Sage 300 without purchase of 3rd party software.

SUGGESTED

Is it possible to write data using excel and ODBC to Sage 300 without purchasing 3rd party software?  Is there a tutorial on how to set this up.  I would like to input vendor insurance cert information using a grid instead of opening each vendor and commitment.

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    SUGGESTED

    Hi Beth!

    Great question! There are several different ways that you can accomplish this. It will depend on your time, budget, and how familiar you are with ODBC, setting up DSNs, and Microsoft Access.

    You can use Microsoft access to retrieve the AP Vendor table into a grid and then modify the vendor insurance information and write that back to the table. The process is very similar to the steps for copying vendors, found in article 69231 in the knowledgebase. Login to Https://support.na.sage.com to review the steps.

    Alternatively, if this is something you think you may have to do frequently, you can purchase Office Connector Write, which automates the process for you using Microsoft Excel. You can use it to update many different tables in the database, including the AP Vendor. If you would like to explore this further, message me and I can get you more information.

    You can also contact your Channel Partner or Sage Consultant for options that they may have available for you.

    Thanks!

  • 0 in reply to Jesse Gordon

    Thank you. I am not too familiar with Access.  I downloaded a trial of Office Connector write but it won’t let me use the write wizard…I’m probably doing something wrong.  I’m interested in this program but would like to try it out first, also, what is the cost?

    Thanks

    Beth

    Beth Klingele, CPA

    Tri-Ply Construction, LLC

    Cabinet Tech, LLC

    106 W. Pine St. Yakima, WA 98902

    Office: 509-453-6581 Direct: 509-853-1903

    Fax: 509-248-3622 Cell: 509-728-1401

    [email protected]

    Quality Built and Custom Designed with Your Future in Mind

  • 0 in reply to Beth K.

    A single license of Access 2013 is only $100, if you are going to regularly manipulate data it is a bargain. It will also help you keep from using Excel for tasks it isn't suite for.

    Regards,

    Brian

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