Sage Excel Connector:
Sync Your Accounting Data via Power Query
SyncTools syncs Sage Business Cloud to your own database on an automated schedule. Connect Excel via Power Query - no CSV exports, no stale spreadsheets.
- Your database - PostgreSQL, MySQL, SQL Server, or Azure SQL
- Flat $50/month, unlimited rows, no overages
- No CSV exports - Power Query pulls from your SQL database on demand
No credit card required. Setup in under 15 minutes.
Trusted by Accounting and Finance Teams.
Sage Business Cloud has no built-in Excel connector that pushes live data into a spreadsheet on a schedule. Excel reads from databases via Power Query - not directly from accounting APIs.
The standard path for Sage Excel reporting is to sync your Sage data into a SQL database first, then connect Excel via Power Query (Data → Get Data → From Database).
Why Manual Sage CSV Exports Break Down
Sage Business Cloud's export function works fine for a one-off. It fails as a repeatable process - reports are snapshots, not live data. New invoices, updated payments, and credit notes applied after export don't appear until someone re-exports. The same report run on different days by different people produces different numbers.
Line-item detail is missing from Sage's standard summary exports. Getting invoice lines with ledger account codes - the data accountants need for proper account-code-level P&L - requires custom reports or drilling into individual transactions. Neither approach is repeatable at scale.
The database sync approach eliminates the export step entirely. SyncTools maintains the Sage API connection, handles incremental sync, manages Sage's API rate limits internally, and writes normalised relational tables to a SQL database on a schedule you control.
Excel reads from those tables via Power Query. One refresh command updates all your reports simultaneously. Line-item ledger account codes are included on every row - join to ledger_accounts in Power Query for account-code-level P&L analysis that Sage's CSV exports cannot provide.
How to Connect Sage to Excel with SyncTools
Four steps. No CSV exports. No custom API code. No VBA macros to maintain.
Connect Sage to SyncTools
Authorize SyncTools via Sage's OAuth 2.0 flow - read-only access, no developer credentials required. Select entities to sync: Sales Invoices, Purchase Invoices, Contacts, Ledger Accounts, Bank Transactions, Journal Entries, Tax Rates, and Products.
Configure your destination database
Bring your own PostgreSQL, MySQL, SQL Server, or Azure SQL instance - or use the SyncTools-hosted database. SyncTools creates the schema automatically and handles Sage API rate limits internally.
Connect Excel via Power Query
In Excel, go to Data → Get Data → From Database. Select your database type, enter credentials, and browse the Navigator to select Sage tables - sales_invoices, sales_invoice_lines, contacts, ledger_accounts.
Build PivotTables and set up refresh
Join sales_invoice_lines to ledger_accounts for account-code-level P&L. Build PivotTables for AR aging, revenue by contact, and VAT analysis. Set Data → Refresh All, or enable refresh-on-open.
What Gets Synced: Sage Business Cloud Data
SyncTools syncs the financial data you need for Excel reporting, structured into query-ready tables with full ledger account detail on every line item.
Accounts Receivable
- Sales Invoices
- Sales Invoice Lines
- Contacts (Customers)
- Credit Notes
Accounts Payable
- Purchase Invoices
- Purchase Invoice Lines
- Contacts (Suppliers)
- Payments
Banking
- Bank Transactions
- Bank Accounts
GL & Accounts
- Ledger Accounts
- Journal Entries
- Journal Entry Lines
Master Data
- Tax Rates
- Products / Services
P&L Analysis
- Revenue by account code
- Spend by nominal code
- VAT by tax rate
- Contact-level P&L
Sync Sage to the Database You Already Use
Most alternatives lock you into their proprietary data warehouse. SyncTools syncs to the database you already run, or gives you a hosted option if you don't have one.
Key differentiator: SyncTools writes to a standard SQL database - any tool that speaks SQL works immediately, with no vendor-specific query language to learn.
PostgreSQL
Most popular open-source DB
Fully supported. Ideal for teams already running Postgres in AWS RDS, Google Cloud SQL, or on-premises. SyncTools creates and manages the schema.
MySQL / MariaDB
Common in existing infrastructure
Supported natively. If your stack already runs MySQL, common in hosting environments and ecommerce backends, SyncTools writes directly into it.
SQL Server
Enterprise environments, Power BI's native source
Sync Sage to SQL Server and connect Power BI using its built-in SQL Server connector. No ODBC setup. No custom connector required.
Azure SQL
Cloud-first Microsoft stack
For organizations already on Azure. Sync Sage to Azure SQL and connect Power BI Service using the managed SQL connector, no gateway required for cloud-hosted databases.
SyncTools-Hosted Database
No infrastructure to manage. SyncTools provisions a dedicated database for your account and keeps it running. For teams that want zero DevOps overhead.
If your database isn't listed, contact us - we're expanding support.
Why Database Sync Beats Manual CSV Exports
The SQL sync → Power Query architecture is not a workaround - it is how finance teams keep Excel reports accurate and current without manual effort.
Account-Code-Level Detail
Every invoice and purchase invoice line includes the ledger_account_id. Join to ledger_accounts in Power Query to get nominal codes and account names on every row - the data Sage's summary CSV exports cannot provide.
VAT Analysis Ready
Tax rates sync as a separate table and are joined to invoice lines. Group by tax rate name and invoice period for VAT return preparation in Excel - without manually categorising transactions.
Any BI Tool Works
Once data is in your database, Excel, Power BI, Tableau, or any SQL client can connect simultaneously. Run Excel and Power BI against the same Sage database without reconfiguring the sync.
One-way sync guarantee: SyncTools reads data from Sage and writes to your database. It does not write data back to Sage. Your accounting records are never modified.
SyncTools also supports QuickBooks, Xero, MYOB, NetSuite, Dynamics 365 Business Central, and Zoho Books - so you can sync multiple accounting platforms into the same database for unified Excel reporting. See the QuickBooks Excel Connector, Xero Excel Connector, MYOB Excel Connector, NetSuite Excel Connector, Dynamics 365 Excel Connector, and Zoho Books Excel Connector pages for details.
If you use Power BI, Tableau, or Google Sheets, see the Sage Power BI Connector, Sage Tableau Connector, and Sage Google Sheets Connector pages. For the full step-by-step setup walkthrough, see the Sage Excel Integration Guide.
Flat $50/Month. Unlimited Rows.
No per-seat pricing. No row-volume overages. Your price doesn't change whether you have 1,000 invoices or 1,000,000.
SyncTools Per Company
- All Sage entities - AR, AP, Banking, GL, Master Data
- All supported databases - PostgreSQL, MySQL, SQL Server, Azure SQL
- SyncTools-hosted database option included
- Automated sync - hourly, daily, or custom schedule
- Unlimited rows - no overage fees
- QuickBooks and Xero support included
Competitors charge by row volume or require annual contracts. At $50/month flat, your cost doesn't scale with your data.
Trusted by Teams Worldwide
Thousands of accounting firms and finance teams rely on SyncTools to streamline reconciliation and save hours every month.
Customers who are Trusting Us
Haider Ali
Business Owner
"Excellent app. Very easy to work with. Very knowledgeable, understanding, and open to any requests."
Tom Brookes
Finance Director
"Best in class. If you use Linnworks and Xero, SyncTools is a phenomenal tool, far superior to any alternative we've tried."
Deborah Whitfield
Customer
"I recently installed SyncTools and it is easy to use. The team worked quickly, kept me informed, and now everything runs smoothly."
Heather Cook
Customer
"Best Xero connector on the market. Excellent customer support and continuous development from an app that does exactly what it says."
Harvey Uppal
Customer
"AWESOME: Excellent tool and has saved us so much time. Credit to the support team for being so helpful in setup and post-setup."
Geoff Ainsworth
Customer
"Excellent tool: Does what it says and connects seamlessly & if you have any issues the support is amazing!"
Nirav Khiroya
Customer
"Fantastic support: The team has always been diligent and proactive about fixing any bugs that arise. Would highly recommend them."
Robert Morris
Customer
"Have been using the Linnworks Xero connector for a couple of years now. It is very reliable and the developers are keen to improve it."
Connie Sturman
Customer
"I just looked in the connector and it looks like they were able to get the purchase orders synced... thank the team for us. Thank you for your help."
Frequently Asked Questions
Is there a native Sage Excel connector?
How do I connect Sage to Excel without manual export?
Does SyncTools work with Sage and Excel Power Query?
What Sage data can I get into Excel with SyncTools?
How often does Sage data refresh in Excel?
Can I do account-code-level P&L analysis in Excel with Sage data?
How much does SyncTools cost?
Does SyncTools write data back to Sage?
Ready to Connect Sage to Excel?
SyncTools syncs Sage Business Cloud to your own database on an automated schedule. Connect Excel via Power Query for account-code-level P&L and auto-refreshing PivotTables. Flat $50/month, unlimited rows.
Setup in under 15 minutes. No credit card required for trial.