How to Install and Manage Sage X3 Add-Ins in
Microsoft Office

By: | Category: ERP

When you enable an add-in, it adds custom commands and new features to Microsoft Office programs that help increase your productivity. In this blog post, we’ll review how to install the Sage X3 Add-In for MS Excel and what to do if your Sage X3 Add-In is missing.

How to Install the Sage X3 Add-In in Microsoft Excel

Go to Administration > Utilities > Installation > Install addins for Office

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How to Install and Manage Sage X3 Add-Ins in MS Office

 

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How to Install and Manage Sage X3 Add-Ins in MS Office

 

It should begin downloading the exe, open the exe Next > Install

How to Install and Manage Sage X3 Add-Ins in MS Office

 

Open Excel > File > Options

How to Install and Manage Sage X3 Add-Ins in MS Office

 

Select Add–Ins > Manage: COM Add-ins > Go

How to Install and Manage Sage X3 Add-Ins in MS Office

 

Check the “Excel AddIn for Sage” > Ok

How to Install and Manage Sage X3 Add-Ins in MS Office

 

You are now ready to export Excel-based reports/grids from Sage X3.

How to troubleshoot and fix a missing Sage X3 add-in in Microsoft Excel

Open the Microsoft Office product where the Sage X3 add-in is missing.

Go to Options:

Fix Missing Sage X3 Add-Ins in MS Office

Select Add-ins:

Fix Missing Sage X3 Add-Ins in MS Office

If Sage X3 appears on the list of Disabled Application Add-ins, select Manage: Disabled Items and press GO:

Fix Missing Sage X3 Add-Ins in MS Office

 

Fix Missing Sage X3 Add-Ins in MS Office

 

Choose SyracuseExcelAddIn from the Disabled Items list and press Enable:

 

Fix Missing Sage X3 Add-Ins in MS Office

 

Then choose Manage: COM Add-ins and press GO:

 

Fix Missing Sage X3 Add-Ins in MS Office

 

From the list of available COM Add-ins, check Excel Addin for Sage ERP X3 and press OK:

 

Fix Missing Sage X3 Add-Ins in MS Office

 

Press OK on Excel options.

You will now see the Sage Add-in on the ribbon. If you do not you may need to close and re-open application.

If you have any issues following these steps or need additional help enabling missing Office add-ins, please contact us.