Connecting to your Sage 50 data using ODBC

Certain programs, such as Microsoft Excel or Access, allow you to connect to your Sage 50 company data using ODBC. This allows you to create reports using your company data directly from these programs. To do so, follow these steps:

  1. Select Start, Settings, Control Panel, Administrative tools, Data Sources (ODBC).

    Note: If you have a 64 bit operating system, you will need to run the 32 bit version of the program, odbcad32.exe. This file is typically found in C:\Windows\SysWOW64. The SysWOW64 folder location may be different depending on how Microsoft Windows was installed.

  2. On the ODBC Data Source Administrator window, click Add.
  3. Select Pervasive ODBC Engine Interface.
  4. Click Finish.
  5. Enter a Data Source Name.
  6. In the Database Name field, find and select your Sage 50 Company database.
  7. Click OK. twice.

In the program you want to use, you'll need to connect it to this new ODBC database. In Microsoft Excel 2007 and higher, the steps would be as follows.

  1. Open Microsoft Excel.
  2. On the Data tab, in the Get External Data group, click From Other Sources, then click From Data Connection Wizard.
  3. On the Data Connection Wizard window, select ODBC DSN and click Next.
  4. Find the database you created in the steps above and click Next.
  5. Enter the User Name (ID) and Password that was set up to allow access to company data from outside of Sage 50. This is set up on the Data Access/Crystal Reports tab in Maintain Users in Sage 50. The User Name (ID) is always Peachtree.
  6. Click OK..
  7. Select the table you want and click Next.
  8. Click Finish.
  9. On the Import Data window, click OK.
  10. You will be prompted for a password one more time. Enter the same password you entered in step 5.
  11. Click OK..