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Sage Integration

Lisa Dion
Lisa Dion ✭
edited 12/09/19 in Archived 2016 Posts

I would like to export data (or connect via ODBC) from Sage, i.e. sales order number, customer info, item and have this upload to an existing sheet.  

 

I have a web form for users to record data prior to completing the sales order. When they access the web form, I would like them to be able to select the sales order and then record the required information.  Seems like the sales order column would need to be a dropdown? Then I was going to use Google docs’ mail merge to create and send a pdf.

 

Not sure if it is possible or how I would go about adding the new orders to the sheet.  This installation of Sage is not cloud based.

 

Thanks in advance for all suggestions.

 

Lisa

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