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Designing an Excelerator Import Sheet for Sage 200cloud

In Sage 200 by Declan Bonar

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Reading Time: 4 minutes

Excelerator is a great tool to get information from and into Sage, specifically Sage 200. Its many modules enable you to import information in an efficient and user-friendly way. In this blog, we will review where and how you can change the look of your import file and how to create one from scratch. Following this, we will detail why Excelerator is so valuable to the Sage 200 user.

Amending a Template

Excelerator Template – Default

When Excelerator is installed there is a folder within Programs Files (x86) called Codis Excelerator. Within here is another folder called Excelerators which contains the folder of Templates. These are all default templates which you can start using immediately. We suggest looking at these, to begin with before creating an import from scratch.

Excelerator Template - default

Excelerator Template – default

You can customise these sheets by changing the colour or formatting the cells or adding a logo. To change the colour of the table you will need to go into the module designer. Make sure you are logged into Excelerator first and have the correct module in the ribbon. In this case for Purchase Order Entry, you will need to use the Purchase Order module.

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Excelerator – Add Colour

Click on the Designer button which will pop up on the right-hand side. Select the cog in the right-hand corner and then click on Add Colour.

Excelerator Template - Add Colour

Excelerator Template – Add Colour

Make sure that the Enable Range Colour and Enable Alternate Range Colour boxes are ticked. You can then go in and change the colour of the headings and columns. We suggest you go in and do this first, as the next step you are going to do might lose some of the formattings on the sheet.

After selecting the colours, you need to Resize Detail Ranges. The detail range is essentially the number of records you have in the columns. So, make sure when you resize this that it is the same as what you have already, but obviously, if you want to increase or decrease this range you can. Once you have entered the number you wish and clicked OK it will work its way through the table changing the colours. Once you have done this step, you can then use the excel functions to format the rest of the sheet!

So, why get Excelerator?

Excel and Sage are two of the largest database tools available to consumers today. As such, the introduction of Excelerator to integrate these two database powerhouses is invaluable in the current Sage 200 user. This is just one of the many benefits this product provides, along with numerous others.

Keeping your Data Secure

With the ever-increasing security risks regarding data in the modern global marketplace, a secure product is of utmost priority. As such, Excelerator operates one login system. As individuals are forced to employ their logins to use Excelerator, they will only have access to areas of Sage where they are authorised. This all results in security significantly benefiting from Sage and Excel integration.

Spreadsheet Designer Making it Easier

Excelerator implements the Spreadsheet Designer, which gives you the ability to convert any spreadsheet into an Excelerator Template with ease. Additionally, if a third-party application has been adopted, you can save data directly into Sage without custom software development. This can be done via overlaying an Excelerator Template onto the required spreadsheet. As a result, this will improve your efficiency and productivity due to saving time not regularly undertaking double-entry tasks into Sage, followed by Excelerator.

The Best of Both Worlds

Sage and Excel are both brilliant products in their own right. Hence, it is key for a product trying to integrate these two, to capture the best of both worlds. This is something Excelerator excels at! It maintains the core strengths of Sage 200, with the immense capability and flexibility of Microsoft Excel. With regards to Excel, Excelerator gives you the ability to operate with familiar compatibility to edit Sage accounts without harming the Excel functionality. Additionally, looking towards the Sage side of the product, Excelerator goes above and beyond the port of call. Instead of logging errors in a file, Excelerator instantaneously provides on-screen error messages, so you know immediately what the root cause of the issue is.

There you have it! We hope this blog has been of help if you have had any questions regarding your Excelerator system or are thinking about getting it as a new user. If you have any more questions this blog didn’t cover, please feel free to contact us. We are more than happy to help!


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