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Using ODBC driver with Microsoft Office applications

Accounts Professional only

Manually transferring data from one application to another can be time consuming and raises the possibility of mistakes. To help you transfer data quickly, easily and accurately, you can use the Sage 50 Accounts ODBC driver to read your accounts software data directly from applications such as Word®, Excel® and  Access®.

ODBC is a software standard developed by Microsoft®and stands for Open DataBase Connectivity. An ODBC driver translates the data files from one application, for example Sage 50 Accounts, so that they can be read by a Windows® application that supports ODBC, such as Word®.

The ODBC driver is read only, so you cannot write back to your software data files.

Although all ODBC compliant software should be able to read Sage 50 Accounts data, the following applications have been tried and tested by Sage and can all read Sage 50 Accounts data files.

To use the ODBC driver to link your Sage 50 Accounts data to Access® 2010Open this section

  1. Open Access®> File > New.
  2. Select Blank database > Create.
  3. File > Save Database As > browse to the required location > enter a file name for the new database > Save.
  4. External Data tab > ODBC Database > select Link to the data source by creating a linked table > OK.
  5. Machine Data Source tab > select the Sage 50 Accounts data source, for example, SageLine50v20 > OK.

  6. Sage 50 ODBC Connect login window >enter your Sage 50 Accounts password.

    Tip: If your password is for the whole company - that is Access Rights is turned off, then enter Manager in the User ID box and your password in the Password box > OK.


  7. Link Tables window > select the table you require from this list, for example, SALES_LEDGER >  OK.
  8. Select Unique Record Identifier window >  select a unique field, for example ACCOUNT_REF > OK.

You have now linked to your Sage 50 Accounts data from Access.

To use the ODBC driver to link your Sage 50 Accounts data to Excel® 2010Open this section

  1. Sage 50 Accounts > Help > About > Program Details area > note the data directory.
  2. Open Excel ®> open a new worksheet, or the worksheet that you want to connect to your Sage 50 Accounts data.

  3. Data > Get External Data area > From Other Sources > From Microsoft Query.

  4. New Data Source > OK.

  5. What name do you want to give your data source? > enter a name for the new data source, for example the company name.

  6. Select a driver for the type of database you want to access > choose the required driver for your version, for example Sage Line 50 v20 > Connect.

  7. User ID > enter your Sage 50 Accounts user name > Password > enter your Sage 50 Accounts password.

    Tip: If your password is for the whole company - that is Access Rights is turned off, then enter Manager in the User ID box and your password in the Password box > OK.


  8. Data path > enter the data directory for the company that you noted in step 1, including ACCDATA > OK > OK > OK.
  9. Complete the Query Wizard to choose the required data for your query.

You have now linked to your Sage 50 Accounts data from Excel.

To use the ODBC driver to link your Sage 50 Accounts data to Word® 2010Open this section

Tip: If you are using mail merge, you can quickly create a link to your word document from Sage 50 Accounts using File > Microsoft Integration > Contents to Microsoft Word > New Document.

  1. Open Word® > Mailings tab > Start Mail Merge > choose the required document type.
  2. Select Recipients > Use Existing List > double-click +Connect to New Data Source.odc.
  3. Data Connection Wizard > select ODBC DSN > Next.

  4. Select the Sage 50 Accounts data source, for example, SageLine50v20 > Next > User ID > enter your Sage 50 Accounts user name > Password > enter your Sage 50 Accounts password > OK.

    Tip: : If your password is for the whole company - that is Access Rights is turned off, then enter Manager in the User ID box and your password in the Password box > OK.


  5. Select the table containing the data you want, for example, SALES_LEDGER > Next.
  6. If required, enter a description for the data connection > Finish.

You have now linked to your Sage 50 Accounts data and can use the Insert Merge Field option to insert your Sage 50 Accounts data into your document.

For more information

How to link Microsoft Excel® to Sage 50 Accounts data

How to merge your Sage Accounts data with Microsoft Word®

 

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