Integration of Sage Accounting and Maximizer CRM Software with Excel
A construction company in Vancouver, Canada, requested for Excel automation services to automate their budgeting process. They used Sage software for accounting purposes and Maximizer CRM for managing their clients info and jobs. They manually exported the data of both the Sage software and Maximizer CRM to Excel, combined the data and prepared reports such as the bell curve. We automated the entire process from exporting the data to Excel spreadsheets, analyzing them and creating reports.
Automated & Customized Excel Solution
Our solutions to automate their process, include,
- We created a bot with AutoIt tool which exports reports from Sage desktop software to Excel. The desktop version of Sage does not have an API to export the data. Therefore, a bot is developed to open the reports in Sage and export them to an Excel workbook
- We also connected the Excel workbook to the SQL database of Maximizer database to export data.
- We wrote a macro to organize the exported data from both the Sage software and Maximizer CRM. The macro also produces reports for estimation such as the bull curve.
Outcome of Excel SolutionsOur client benefited from our solutions in the following ways,
- Exporting data manually from the Sage software and Maximizer CRM to Excel can take hours. Our solutions saved monthly hours in exporting data and producing reports.
- Human error is a risk when employees perform a set of repeated tasks. But the bot in our solution follows a specific workflow which eliminates the human error.
- We designed customized reports for estimation purposes such as the bell curve which helps in making better decisions.
- Sage Accounting
- Maximizer CRM
- Data Export
- Reports Creation
- Import from Sage Accounting Software
- Import from Maximizer CRM
- Bell curve
- Data analysis
Looking for Excel Integration Help?
Our Excel experts are specialized in integrating Excel with other software suites such as accounting software and CRM. Microsoft Excel is sophisticated to connect to other applications through API, database query and bot. If you're interested in the integration of your Excel workbooks and applications, please feel free to contact us to get a quote.
BSUPERIOR SYSTEM LTD. provides custom software and technology solutions to small and medium sized businesses. We have been helping businesses to operate more efficiently, reduce money and time spend on redundant repetitive daily tasks.
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