Summary
How do I export data from Sage 300 CRE to Excel using the Timberline Data Source?
Description
Cause
Resolution
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- Verify that the Timberline Data Source has already been created and setup to the correct data folder. If the data source needs to be created, please seeDocLink: How do I set up an ODBC User DSN for Accounting and Management data?.
- In Excel, click on the Data tab.
- Click on From other Sources and choose From Data Connection Wizard.
- Select ODBC DSN and click Next.
- Select the Timberline Data Source or the DSN you created and click Next.
- Enter in your Sage 300 CRE Username and Password.
- Select the table you want to export from the list and click Next.
- Click Finish on the Save Data Connection File and Finish window.
- Click OK on the Import Data window if the settings are fine.
- Enter in your Sage 300 CRE Username and Password.