Microsoft Excel Plugin for Sugar

Often times companies approach us evaluating new CRM software searching for a solution to move off of spreadsheet dependency, in order to provide full organization visibility in to their data.

The disadvantages of spreadsheets as a replacement for CRM have been well documented, but there are actually some pretty cool benefits of using spreadsheets in conjunction with a CRM.

Sugar’s Plug-in for Microsoft Excel enables Sugar users to create, delete, update, and view Sugar data using an Excel spreadsheet.

To use the plug-in, you must have the ability to export records in Sugar. If you have difficulty using the plug-in, check with your system administrator to see if a role is restricting your access. For more information on roles, please refer to the Role Management documentation.

After installing the Sugar Plug-in for Microsoft Excel, open Excel and view the navigation ribbon’s Home tab. The SugarCRM group will appear in the rightmost segment of the tab.

The following options are available in the SugarCRM menu:

• -Login and connect to your Sugar instance.
• -Manage configuration options for the plug-in.
• -Sync to Sugar to retrieve the latest version of the current report.
• -Pull data from a Sugar report into Excel and display it in a spreadsheet.
• -Pull data directly from Sugar’s database into Excel and display it in a spreadsheet.
• -Add new records to Sugar from Excel.
• -Make changes to existing Sugar records via Excel.
• -Permanently delete Sugar records via Excel.
• -Disconnect the Excel plug-in from Sugar.
• -Access the version and build information for Sugar’s Plug-in for Microsoft Excel.

Check out the Microsoft Excel User Guide here for technical details and reach out to us with any questions on best practices and use.

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