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.
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You can then launch the installation by double-clicking on the ‘SyracuseOfficeAddinsSetup.exe’ file and the installation will start.
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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.
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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.
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We can now export the results in the grid to Excel by pressing the ‘Export to Excel’ below search results grid select ‘Excel export’.
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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.
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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’.
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You can now see your exported data in Excel and you are free to manipulate your data as needed.
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