Sage Office Connector

Sage Office Connector Write features enhanced data management within Sage 300 Construction and Real Estate

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Sage 300 Construction and Real Estate (formerly Sage Timberline Office) Office Connector is a series of applications that automatically connects your Sage 300 Construction and Real Estate data to Excel. This solution can save you hours of time on reporting and analysis tasks using Excel. Best of all, Office Connector is easy to learn and use and comes with a number of prebuilt queries, getting you up and running immediately.  

The Office Connector series consist of three separate products that allow you to query, report, and move data back-and-forth between Microsoft Excel and Sage 300:

  • Sage 300 Office Connector Query - automatically retrieves data from Sage 300 for analysis and data manipulation using familiar Excel reports, worksheets, graphs, and more.
  • Sage 300 Office Connector Write – maps data from your Excel‘s worksheets and forms to corresponding writable fields within Sage 300.
  • Sage 300 Office Connector Import - saves Excel worksheets and format so it can be imported into Sage 300.
  • Sage 300 Office Connector financials - use your Sage 300 financial data in Excel to create robust financial reports leveraging all of Excels features, including: formatting for high-quality presentation, graphing and charting, pivot tables, and more.

These innovative solutions will transform the way you work with your Sage 300 Construction and Real Estate data, expanding your analysis and reporting options through a familiar set of tools.

Available solutions

Office Connector Query

View your Sage 300 Construction and Real Estate data the way you want to see it – through a live connection to Microsoft Excel. Take advantage of Excel’s graphic, formatting, and flexible placement of workbook functions to visualize your information like never before.

  • Seamlessly access your Sage 300 data from Excel.
  • Embed dynamic queries that retrieve data from your Sage 300 database and place it into your Excel workbooks.
  • Refresh data at any time with a click of a button.

Office Connector Financials

Use Excel as a powerful and flexible financial reporting tool. With the added worksheet functions of Office Connector financials, placing up-to-date financial data in Excel and keeping it up to date becomes easy.

  • Roll account balances back to any period (up to 10 years)
  • Consolidate balances from any set of entities or data folders
  • Produce partner statements
  • Build your own financial statements or use any of the six prebuilt financial statements for drill down, entity comparison, monthly comparison or custom monthly or entity pivot tables

Office Connector Write

Send your Excel data directly to Sage 300 Construction and Real Estate. Wizards make it easy to determine which fields can be created or modified. The approved changes window puts you in complete control of what is written.

  • Instruct Sage 300 Office Connector to map values from your Excel worksheets to the proper fields and records in your Sage 300 database.
  • Preview information to be written before anything happens to ensure data security and integrity.

Office Connector Import

Get the capability you need to automatically create Excel files that are compatible with various import functions in your Sage 300 Construction and Real Estate database. Create import files from spreadsheets with the click of a button - without the need to re-create or reformat the information. 

  • Import Excel files into Sage 300 without modifying or adapting the layout of your worksheets.
  • Create a seamless import process with the click of a button. Prevent lost time you'd normally spend re-creating properly formatted import files.

To learn more, contact Techware at 952-491-4665.