Using Excel Add-in with Sage 200 UK

This section helps you configure Excel Add-in so it can be used with the Sage 200 UK template provided with the SEI Financials for Sage 200.xlsx file.

  1. Open Excel and follow the procedure described in Login to Nectari Excel Add-in to login.
  2. Follow the procedure described in Environment Configurations to select the Environment based on your configuration as indicated.

    Note

    Select Sync if you use DataSync and Live if you do not.

  3. Follow the procedure described in Data Model Configuration to map the right Data extraction to the right Reference Data Model and Data Model as indicated.

  4. Fill in out the fields in the Main tab and click on Refresh Formulas to retrieve the data.