{"id":29161,"date":"2024-05-29T09:27:26","date_gmt":"2024-05-29T09:27:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=29161"},"modified":"2024-05-29T09:27:26","modified_gmt":"2024-05-29T09:27:26","slug":"how-to-install-microsoft-excel-add-in-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/05\/29\/how-to-install-microsoft-excel-add-in-in-sage-x3\/","title":{"rendered":"How to Install Microsoft Excel add-in in Sage X3"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

Integrating an Excel add-in with Sage X3 can be a useful way to enhance functionality and streamline processes.<\/p>\n\n\n\n

Navigate to: Administration–> Utilities–>  Installation–> Install the add-in for office.<\/strong><\/p>\n\n\n\n

When you click on this menu item the add-in install file ‘SyracuseOfficeAddinsSetup.exe’ will be downloaded to the Downloads folder on your workstation.<\/p>\n\n\n\n

\"add-in
Fig1: Add-in install file<\/strong><\/figcaption><\/figure>\n\n\n\n

You can then launch the installation by double-clicking on the ‘SyracuseOfficeAddinsSetup.exe’ file and the installation will start.<\/p>\n\n\n\n

\"Installation
Fig2: Installation setup<\/strong><\/figcaption><\/figure>\n\n\n\n

If you have UAC (windows user access control) enabled, you may receive a warning during the installation, click yes to proceed.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

\"Microsoft
Fig3: Microsoft Excel<\/strong><\/figcaption><\/figure>\n\n\n\n

Now that the add-in is installed you can export data from the grids in X3 to Excel for example.<\/p>\n\n\n\n

Navigate to : Financial–> Inquiries–> Account Balance.<\/strong><\/p>\n\n\n\n

Enter suitable parameters and press search to retrieve data.<\/p>\n\n\n\n

\"Account
Fig4 Account balance inquiry screen<\/strong><\/figcaption><\/figure>\n\n\n\n

We can now export the results in the grid to Excel by pressing the ‘Export to Excel’ below search results grid select ‘Excel export’.<\/p>\n\n\n\n

\"Export
Fig5: Export button<\/strong><\/figcaption><\/figure>\n\n\n\n

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.<\/p>\n\n\n\n

\"Excel
Fig6: Excel export<\/strong><\/figcaption><\/figure>\n\n\n\n

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’.<\/p>\n\n\n\n

\"Enable
Fig7: Enable editing button<\/strong><\/figcaption><\/figure>\n\n\n\n

You can now see your exported data in Excel and you are free to manipulate your data as needed.<\/p>\n\n\n\n

\"
Fig8 Exported data<\/strong><\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3642,3,4,5,3162,6,8,10,2796,11],"tags":[750,4186,765,1762,1822,1839,2871,1942,1945],"class_list":["post-29161","post","type-post","status-publish","format-standard","hentry","category-sage-x3","category-debug","category-faq","category-features","category-greytrix","category-installation","category-sage-erp-x3","category-standard","category-technical","category-tips","tag-excel","tag-excel-addin","tag-export","tag-sage-enterprise-management","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29161","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=29161"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29161\/revisions"}],"predecessor-version":[{"id":29178,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29161\/revisions\/29178"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=29161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=29161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=29161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}