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Excel Integration

Consistently meet your customer needs with end to end control from Sage

Excel Integration

Most businesses use Excel daily for reporting, calculations, dashboards, it is a familiar piece of software that is flexible, versatile and most users are comfortable using. Codis Excelerator is a powerful Excel add-in that allows for seamless excel integration with Sage.

Excelerator allows users to benefit from the familiarity and flexibility of Excel while still maintaining the control and validation of Sage Accounts. Excelerator validates your data within Excel and highlights any potential errors in data before it is uploaded to Sage. Excelerator identifies the specific excel row that has caused the anomaly, saving you time from searching for errors and increasing accuracy. Excel integration enables your business to benefit from the ease and existing understanding of excel as well as al the added benefits of Sage.

Excel Integration Key features

Excel is familiar, intuitive and supremely flexible: It’s perfectly designed for autocomplete, calculations, formulas, highlighting fields, graphs and numerous other data entry tasks.

Control, validation and financial rigour: Sage ensures the necessary financial and technical integrity of the data being updated to the Sage database.

One login, singular protection: As users must employ their Sage logins to use Excelerator, they will only be able to access the areas of Sage where they have authorisation, keeping all of your business information and data safe.

Design spreadsheets as forms: To send to the customer, quickly capture their data, add your information and then upload it to Sage via Excelerator.

Harness this familiar versatility to edit Sage accounts data: With no compromise to Excel functionality, you can edit and create new sales invoices, purchase orders, stock items and more.

Real-time responsiveness saves time and increases accuracy: Instead of logging errors in a file, Excelerator provides instant on screen error notifications, so you know straight away which Excel rows have caused the anomaly.

Effortlessly design your Excelerator templates: With the user-friendly spreadsheet designer, map your Excel data to Sage fields with a single click.

Our support

The majority of support calls are dealt with through one to one phone conversations or via email; where required our support team utilise TeamViewer to fix issues remotely or we will make an on-site visit to ensure that the problem is resolved.

Our prime focus is to ensure that our customers always receive a rapid response and fix any issues or problems. With a direct line to our support team, as well as our monitored helpdesk our support team are on hand to help and will prioritise issues based on their severity.

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Sage support transfer and renewal quotations

If you think that you could be getting more out of your Sage solution and would like to review your support options or just find out what another other Sage Business Partner could offer you, we would be more than happy to help. Whether it be just a price comparison or advice to find out if you are using your Sage solution to its full potential, we would be more than happy to answer any questions you may have.

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