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Sugar Professional 6.0 Documentation
Sugar Plug-in for Microsoft Excel
Version 6.0.0
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This guide describes how to install and use Sugar Plug-in for Microsoft Excel 2007 version 6.0.0 to create and manage Sugar records in Excel 2007.
Sugar Plug-in for Excel enables users to view and manage Sugar modules in Excel for Sugar Enterprise, Sugar Professional, and Sugar Express. You can edit and delete existing Sugar fields in Excel and save the updated information to the Sugar database.
Download the SugarExcel.zip file from the SugarCRM Web site.
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Click Next.
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By default, the installer installs the Sugar Plug-in for Excel in the Programs folder. To specify a different location, click Browse and navigate to the desired folder.
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Click Next.
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The Confirm Installation dialog box displays on the screen.
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Click Next to begin the installation process.
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The Installing SugarExcel dialog box displays on the screen.
When installation is complete, the installer displays the Installation Complete dialog box with a message stating that SugarExcel has been successfully installed.
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Click Close.
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Sugar Plug-in for Excel enables you to create, edit, and delete records for Sugar modules in Excel. The updated data is automatically saved to the Sugar database.
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In the Connection tab, enter your Sugar username, password, and the URL of your Sugar application, and click OK.
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In the Modules tab of the Settings dialog box, click Select Modules and then click Refresh List to view the available modules.
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From the Sugar menu, select Query Wizard.
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From the Module drop-down list, select the module you want to access.
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From the Field drop-down list, select the field that you want to use to filter the records that appear in Excel.
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Note:
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The names of the drop-down field values that are pulled into Excel through the plug-in are the display labels. However, you can use either the display labels or the database names for drop-down fields when creating new records and updating existing records through the plug-in.
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In the Value field, enter the appropriate value such as a letter, a partial name, or the full name.
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To specify additional fields, click Add Condition, select either the AND or OR operator, and select the field, operator, and value.
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Click Run to view the query results.
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To edit data, enter the new value in the appropriate field. Select the field or the row, and from the SugarCRM menu select Update. Or, highlight the field or row, right-click, and select Update in Sugar.
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To view the updated record in Sugar, select a field from the record, right-click, and select View in Sugar.
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To delete a field value or a record, select the field or the row respectively, and from the SugarCRM menu, select Delete; right-click and select Update in Sugar.
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The spreadsheet displays the module name along with the existing fields such as id, assigned user, and so on.
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You can view Sugar reports in Excel and save the data as Excel spreadsheets. When you view a Sugar report in Excel, you can refresh the data at any time to ensure that you are viewing the latest data in Excel. You can distribute Excel spreadsheets containing Sugar report data to other users of Sugar Plug-in for Excel. If users have the appropriate team and role permissions to view the reports in Sugar, they will be able to view and refresh the report data in the Excel spreadsheet.
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Note:
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Viewing reports through Sugar Plug-in for Excel is supported only for Sugar Enterprise and Sugar Professional.
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To view the report as a chart, highlight the report in the spreadsheet, and from Excel’s Insert menu, select the chart type.
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To refresh the report data, click Refresh Data.
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To view a list of reports in the Excel workbook, click Reports on Sheet.
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Copyright 2004-2010 SugarCRM Inc.
Professional License
