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Excel Data Bridge

Streamlines data transfer between Microsoft Excel and Sage 200

Ideal for companies with:

Lots of data in Microsoft Excel

Manual re-keying of data to Sage 200

Need to batch update Sage 200 data

Microsoft Excel integration for Sage 200

Eliminate manual data entry with Excel Data Bridge

If you and your team are spending too much time rekeying data into Sage from Microsoft Excel, this is add on will save you huge amounts of time.

Excel Data Bridge enables manipulation of data in Microsoft Excel and then posts it directly into Sage, providing instant validation feedback, should there be any problems with your data.

Unlike other similar tools, Excel Data Bridge takes Excel integration with Sage 200 to the next level by also allowing you to browse your data offline.

Key Software Features:

  • Create and edit data in the familiar spreadsheets you use daily.
  • Removes the need for you to re-key your data.
  • Users can browse data from Sage within Excel.
  • Create a batch upload of Nominal Journals.
  • Reduce wasted time and improve efficiency.

Contact us today to find out how Excel Data Bridge can benefit your business!

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Excel Data Bridge for Sage 200

Excel and Sage 200 integration

Draycir’s Excel Data Bridge has been developed to save you time entering data into Sage 200, while creating and editing data in the familiar spreadsheets you use daily.

Through taking a fresh look at data entry into Sage 200 within Microsoft Excel, this module simplifies and streamlines the routine entry of accounts data, sales orders, purchasing and stock.

Excel Data Bridge enables manipulation of data in Microsoft Excel and posts it directly into Sage, saving time and reducing the margin for error.

Excel Data Bridge benefits

Simplifies and streamlines the routine entry of account data, sales orders, purchasing and stock through taking a fresh look at data entry into Sage 200.

Saves time and reduces errors

Saves time entering data into Sage, enabling you to create and edit data in the familiar spreadsheets you use daily.

Manipulate data in Excel

Enables manipulation of data in Microsoft Excel; posts directly into Sage without needing to rekey data.

Easy to use

Less experienced Sage users can benefit from instant validation feedback which will tell you if you’ve done anything incorrectly, giving you the ability to confidently enter data into Sage.

Browse Sage data

Users can browse data from Sage within Excel, for example, nominal codes, costs centres and departments, and follow set rules to ensure consistency.

Work offline

Ability to ‘work offline’ whilst still being able to browse Sage 200 data by locking the data.

Excel Data Bridge features

Nominal Ledger

Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time consuming, people heavy data entry to the nominal, usually kept in Excel and then manually transfer the data into Sage via a form per journal. This is one of the most popular sheets provided by Excel Data Bridge.

Sales Ledger

  • SL Invoice: Allows user to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time heavy task of manual entry into Sage and rekeying into Sage 200.
  • SL Cash: Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments.
  • Sales Orders: creates Sales Orders either individually or as a batch in Sage which includes mapping of analysis codes. Provides a streamlined alternative to manually entering data into Sage.

Purchase Ledger

  • Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Saves time of repeated data entry in both Excel and Sage 200.
  • Enables you to post Purchase Ledger Invoices against the Purchase Ledger as well as ability to browse on relevant codes and post into Purchase Ledger. It also manages credit. Eliminates need to manage frequent data entry.
  • Allows you to create Purchase Orders either individually or on block.

Other features

  • Cash Payments: Creates a batch upload of cash payments. Avoids manually rekeying into Nominal Ledger in Sage 200, it’s a huge time saver.
  • Cash Receipts: Save time by creating a batch upload of cash receipts including vatable and non-vatable receipts.
  • Project cost adjustments: Posts cost and revenue adjustments to projects. Any mis-postings or posts to the wrong project can be adjusted quickly and easily providing a huge time saving alternative to repeated manual data entry.
Nominal Ledger Expand Collapse

Nominal Ledger

Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time consuming, people heavy data entry to the nominal, usually kept in Excel and then manually transfer the data into Sage via a form per journal. This is one of the most popular sheets provided by Excel Data Bridge.

Nominal ledger journal template in Excel Data Bridge
Sales Ledger Expand Collapse

Sales Ledger

  • SL Invoice: Allows user to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time heavy task of manual entry into Sage and rekeying into Sage 200.
  • SL Cash: Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments.
  • Sales Orders: creates Sales Orders either individually or as a batch in Sage which includes mapping of analysis codes. Provides a streamlined alternative to manually entering data into Sage.

Sales Order in Excel Data Bridge
Purchase Ledger Expand Collapse

Purchase Ledger

  • Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Saves time of repeated data entry in both Excel and Sage 200.
  • Enables you to post Purchase Ledger Invoices against the Purchase Ledger as well as ability to browse on relevant codes and post into Purchase Ledger. It also manages credit. Eliminates need to manage frequent data entry.
  • Allows you to create Purchase Orders either individually or on block.

Other features Expand Collapse

Other features

  • Cash Payments: Creates a batch upload of cash payments. Avoids manually rekeying into Nominal Ledger in Sage 200, it’s a huge time saver.
  • Cash Receipts: Save time by creating a batch upload of cash receipts including vatable and non-vatable receipts.
  • Project cost adjustments: Posts cost and revenue adjustments to projects. Any mis-postings or posts to the wrong project can be adjusted quickly and easily providing a huge time saving alternative to repeated manual data entry.

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What our clients have to say...

Blue Diamond STL has partnered with [PKF] Smith Cooper for a number of years and has always received a top level of service and support. [PKF] Smith Cooper has provided a wealth of knowledge and understanding when supporting the wide range of Sage products and add-ons that we use. I would certainly recommend [PKF] Smith Cooper to any other business as a number one Sage partner.

Rod Paterson

IT Manager at Blue Diamond STL

PKF Smith Cooper Systems consistently impress with their technical expertise and professional approach. Whether we bring them a new idea or a complex challenge, they deliver innovative, reliable solutions – and always with outstanding support throughout implementation.

Michael Dixon

at Entrepreneurs Forum

[PKF] Smith Cooper was amazing at ensuring that we had as many consultations as we needed to ensure the package was right for our business and our workforce.

Rachel Coates

Retail Operations Manager at Dicksons