Sage X3 has an accompanying Excel add-in that you can use to export data from grids in Sage X3 into a Microsoft Excel spreadsheet. In this blog, we will run through the steps involved in installing the add-in and using it for a simple export.
Integrating an Excel add-in with Sage X3 can be a useful way to enhance functionality and streamline processes.
Navigate to: Administration–> Utilities–> Installation–> Install the add-in for office.
When you click on this menu item the add-in install file ‘SyracuseOfficeAddinsSetup.exe’ will be downloaded to the Downloads folder on your workstation.
You can then launch the installation by double-clicking on the ‘SyracuseOfficeAddinsSetup.exe’ file and the installation will start.
If you have UAC (windows user access control) enabled, you may receive a warning during the installation, click yes to proceed.
The Excel add-in is now installed on your workstation, when you launch Microsoft Excel, you will see Sage as an option in the ribbon.
Now that the add-in is installed you can export data from the grids in X3 to Excel for example.
Navigate to : Financial–> Inquiries–> Account Balance.
Enter suitable parameters and press search to retrieve data.
We can now export the results in the grid to Excel by pressing the ‘Export to Excel’ below search results grid select ‘Excel export’.
When you select either of these export options you will be presented with the Export Excel window, add a title/name for your export press export and then click the Excel Icon.
Your export will initiate, and Excel will launch on the workstation you may see this ‘protected view’ message when Excel starts in that case press ‘enable editing’.
You can now see your exported data in Excel and you are free to manipulate your data as needed.
