Import Stock Items from Excel to Sage 200
This tutorial is part of a series of tutorials on Excel to Sage 200 integration using the popular Excel add-in: Excelerator.
In this tutorial, we’ll demonstrate how you can effortlessly create and maintain Sage 200 stock items from Microsoft Excel. To see this live, book a free demo today.
View a video of this tutorial here:
Maintain Sage 200 stock items using our spreadsheet template
You can download, browse, maintain and create new stock items all from the sample template in six easy steps:
Open the Stock Master template. This is supplied to you with Excelerator. Alternatively you can create your own using the spreadsheet designer (see below).
Login to Excelerator. To login, use your Sage credentials. This process will be automatic if you have Sage 200 version 2013 or later.
Download stock items. Click on the download button to begin this process.
Search stock items. You may search your Sage 200 stock items before downloading using the intelligent search. To select stock items to download, double click individual items, or highlight multiple and click Add Selected. Click on Ok to finish the download.
Your stock items are now in Excel, ready for editing.
Make your changes. All standard Excel functionality is available to you, such as formulae, graphs, pivot tables, flash fill, auto sums etc.
Add new stock items by simply adding new data to the Excel sheet. To browse what data can be entered into a certain field, right click on the cell you wish to edit and select Browse Records. You will then see a list of valid options to choose from.
Save to Sage. Click Save to Sage to have your stock items automatically validated and saved into Sage 200. To validate without saving, instead click Validate. When your data is validated with either of these two methods, any errors along with their locations in the spreadsheet are shown to you.
Custom spreadsheet templates
Want to download stock items into your existing spreadsheets? The spreadsheet designer is for you. To see the spreadsheet designer live, book a free demo.
The spreadsheet designer will allow you to choose exactly which Sage 200 stock item fields you would like to download, and exactly which cells in Excel they will be downloaded into. All standard fields for Sage 200 stock items are available to you, including (but not limited to):
Code
Product Group Code
Name
Item Description
Stock Unit
Manufacturer
Categories
Category values
To see the full list of fields, contact us for a live demo.
Create your spreadsheet template in five simple steps:
Open the designer. To create your template, being by selecting the designer button in the Excel ribbon.
Enter the number of rows you require. Don’t worry if you enter more rows than you need.
Select the cell(s) that will be used. Select the cell in which you would like the first row to appear. The column title will automatically be added above this cell.
Link the cell(s) to a field. To do this, double click on the desired field in the designer.
Exit the designer. When you have finished adding the required fields click Exit to close the designer.
And there you have it, your own custom spreadsheet template ready to download, edit, create and browse on Sage 200 stock items. It’s as simple as that.
Where to go from here
Download the latest release of Excelerator now.
View Excelerator in action with our tutorials.
For help with Excelerator, check out our online Excelerator Help.
Contact us to find out more about this new update, see a demo, or learn about upgrades.
