Fusion Excel Connect

A quicker, easier way to work with Sage data in Microsoft Excel

Manage Sage Intacct and Sage X3 data in the Excel environment your customers already use, and post updates directly back to Sage, cutting out the manual work in between.

Suitable for Sage Intacct & Sage X3

3,000+

Fusion Excel Connect users

Excel templates

The process of moving from Excel through to Sage

Less manual work, more value from Sage

Excel Connect makes everyday Sage tasks simpler for your customers, so they can focus on work that makes an impact.

Spend less time on data entry

Upload journals, invoices, and orders in batches, using Excel templates linked directly to Sage.

Catch errors, improve data accuracy

Prevent data transcription errors from making it into Sage with built-in validation checks and instant feedback.

Make Sage easier to work with

Prepare, validate, and post transactions into Sage without leaving Excel, while giving administrators full access control.

Watch Fusion Excel Connect at work

Want to see how Excel Connect can enhance the daily operations of your customers?

Watch our short demo.

Practical features for faster processes, cleaner data, and greater control

Whether your customers need to reduce data errors or make Sage more accessible, Fusion Excel Connect has a range of features to make their lives easier.

Create new transactions and records, or download existing ones and amend them in the same spreadsheet.

Flag mapping problems and any line that needs changing before it posts.

Enable administrators to link each cell to a Sage field and limit pick lists to approved codes.

Track activity in Excel Connect, with a clear record that supports audits and data governance.

Choose from separate templates for Sage Intacct and Sage X3, each covering a specific process.

Person in a brown jacket sitting at a desk and working on their laptop

A modular approach built for flexibility

Fusion Excel Connect gives you and your customers flexibility from day one.

Our modular sheet structure means you can deploy only what’s needed today and scale easily as your customers’ needs evolve.

As a partner, this lets you offer quick wins and long-term value: start with core functionality, then extend the solution with additional Excel sheets as your customers grow in confidence and capability.

Sage Intacct sheets

Sheet	Summary
General Ledger Journal	Allows for the import of GL Journals. Ability to create, update and download journal transactions.
Purchase Ledger Invoice	Allows for the creation of Purchase Ledger Invoices against the Purchase Ledger and the ability to browse on relevant account codes and post in to the Purchase Ledger. Also allows for the creation of the invoice as draft.
Purchase Ledger Supplier	Allows for the creation, download, amendment or deletion of Purchase Ledger Suppliers.
Sales Ledger Cash	Allows the creation of cash receipts with allocations to open items. Also allows the creation of an unallocated cash receipt (cash advance).
Sales Ledger Customer	Allows for the creation, download, amendment or deletion of Sales Ledger Customers.
Sales Ledger Invoice	Allows for the creation of Sales Ledger Invoices against the Sales Ledger and the ability to browse on relevant account codes and post in to the Sales Ledger. Also allows for the creation of the invoice as draft.
Sales Ledger Invoice with Billback	Replicates the functionality of the billback function in Intacct which results in the creation of Sales Ledger and Purchase Ledger Invoice.
Contracts	Allows for the creation, download, amendment or deletion of Contracts.
Sales Transactions	Allows for the creation, download, amendment or deletion of Sales Transactions.
Purchase Transactions	Allows for the creation, download, amendment or deletion of Purchase Transactions.
Sales Order Price List	Allows for the creation, download, amendment or deletion of sales pricelists and their details.
Tax Record	Allows the user to view the TAXRECORD information held in Intacct and extract the data in order to submit in their desired way. The user can apply updates to any custom fields on the object. All standard fields are read only as per Sage rules.
Purchase Ledger Cash	This sheet is based on the accounts payable pay AP purchase invoices option in Sage. Allows for the creation of Supplier payments against purchase invoices. Supplier credits and adjustments can also be applied as part of the payment against the invoices.
Accounts Receivable Adjustments	Allows for the creation, download and update of AR Adjustments (credit memo and debit memo).
Recurring Sales Transactions	Allows the user to create and delete recurring sales transactions, in line with the ‘Order Entry – Recurring Transactions’ option. Also supports downloads.
Recurring Sales Invoices	Allows the user to create recurring sales invoices in line with the ‘Accounts Receivable – Recurring AR Sales Invoices’ option.
Projects	Create, amend and delete projects and project tasks.

Add Fusion Excel Connect to your Sage offering

Expand your Sage portfolio with an add-on that creates new opportunities for your business and helps you build stronger relationships with existing customers.

Become a partner

Not sure where to start with Fusion Excel Connect?

Get in touch and we’ll help you decide whether Fusion Excel Connect is right for the businesses you work with.

Get in touch

FAQs

Find out how Fusion Excel Connect works, which Sage products it supports, and what's involved in setting it up.

It's simple and quick to get started with Fusion Excel Connect - your selected sheets/templates will be provided, mapped and then ready to use! Your customers can start with a few templates and add more as their needs change. As a partner, you'll have our help throughout, from presales and consultancy to ongoing support.

Fusion Excel Connect works with Sage Intacct and Sage X3. Each product has its own set of templates to suit your users’ specific requirements.

Fusion Excel Connect is an add-on developed by our expert team specifically for Sage. Administrators set up the templates and decide which Sage field each cell links to. Users can then continue working from their familiar Excel spreadsheets, while managing live Sage information as they need it and posting work in one go.

That depends on the Sage product. For Sage Intacct, Fusion Excel Connect covers:

Journals
Invoices
Payments
Customers
Suppliers
Contracts
Projects
Price lists

For Sage X3, it covers:

Journals
Budgets
Invoices
Sales and purchase orders
Cash receipts
Payments

We're always developing new templates, too.

We develop Fusion Excel Connect in line with our secure software development lifecycle, which embeds security at every stage of the process – from design through to release. Our team follows secure coding standards aligned with OWASP, carries out automated vulnerability scanning, and tests against real-world threats before any release goes out. And for additional security, we code-sign every release to verify its authenticity.

Within the add-on itself, we use administrator-defined access controls to determine what each user can see and do, with a built-in audit trail included to track activity.

Sheet	Summary
General Ledger Journal	Allows for the import of General Ledger Journals. Browses can also be created for LineSite, Collective and BP. Includes a Set Site Config feature that auto creates browses for Nominal accounts and dimensions.
General Ledger Budgets	GL Budget Adjustments. Replicates the Budget Adjustments option in Sage. Includes a Set Budget Config feature that will auto generate browses for budget code, budget version, account codes and dimensions.
Supplier BP Invoice	Allows users to enter one or multiple Supplier Invoices. Includes a download notes feature which returns any notes associated to the supplier. Note - This is for display purposes only and no changes made to the notes within Excel are uploaded to Sage.
Customer BP Invoice	Allows users to enter one or multiple Customer Invoices. Also supports intercompany transactions.
General Ledger Intercompany Journal	Replicates the Sage Intercompany Journal entry option. Journals are generated across multiple sites. These sites must be set up within Sage to allow intercompany journals.
Sales Ledger Invoice for non-managed stock	Allows users to enter invoices or credits as per the Sales Invoices option in X3. Supports updating notes at the line level.
Sales Orders	Allows for the creation of Sales Orders either as individual orders or multiple orders in a single upload.
Purchase Orders	Allows for the creation of Purchase Orders either as individual orders or multiple orders in a single upload.
Cash Receipts & Payments	Allows users to create Accounts Payable and Accounts Receivable payments and receipts. By default, the BNPAY and BNRCN transactions are supported. If the user wishes to enter a different transaction, then configuration changes including web services and razor templates must be added. Also supports sales ledger cash receipt allocation to invoices.