Connecting to your Sage 50 Company using OLEDB

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Certain programs, such as Microsoft Excel, allow you to connect to external databases, such as your Sage 50 company database. Using the OLEDB connector, you can connect Excel directly to your Sage 50 company and create reports in that way. To do this, follow these steps (example for Microsoft Excel 2007 and higher):

Open Microsoft Excel and select a new spreadsheet.
On the Data tab, click Existing Connections in the Get External Data group.
Click Browse for More..., and navigate to your company's data folder on the hard drive (example Peachtree/Company/BCS).
Select CrystalReports.udl and click Open.
On the Data Link Properties dialog, enter the user name (ID) and password for your company. This is set up on the Data Access/Crystal Reports tab in Maintain Users in Sage 50 in the Access from Outside Sage 50 section. The user name (ID) is always Peachtree and may already be entered for you. Click OK. when finished.
Select the table you want and click OK.
On the Import Data dialog, click Properties.
On the Connection Properties dialog, select the Definition tab.
In the Connection string text box, make sure the ID and password match those entered in step 5. The ID should be Peachtree. You'll need to enter the password between the "=" and ";" characters after "Password".
Click OK..

Note: If you get a warning message about the workbook not matching the information in CrystalReports.udl, you can safely ignore this warning and proceed with the changes.

Click OK. on the Import Data dialog.