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.
- Open Excel and follow the procedure described in Login to Nectari Excel Add-in to login.
-
Follow the procedure described in Environment Configurations to select the Environment based on your configuration as indicated.
NoteSelect Sync if you use DataSync and Live if you do not.
-
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.
-
Fill in out the fields in the Main tab and click on Refresh Formulas to retrieve the data.