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Use Excel with the Timberline Data Source

Created on  | Last modified on 

Summary

How to export data from Sage 300 CRE to Excel using the Timberline Data Source.

Resolution

CAUTION:

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  1. Verify that you created the Timberline Data Source for the correct data folder.
  2. In Excel, click the Data tab.
  3. Click From other Sources and choose From Data Connection Wizard.
  4. Select ODBC DSN and click Next.
  5. Select the Timberline Data Source or the DSN you created and click Next.
  6. Enter in your Sage 300 CRE Username and Password.
  7. Select the table you want to export from the list and click Next.
  8. Click Finish on the Save Data Connection File and Finish window.
  9. Click OK on the Import Data window if the settings are fine.
  10. Enter in your Sage 300 CRE Username and Password.



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