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Procedure documentationLogging On to SAP Business One from Microsoft Excel Locate this document in the navigation structure

 

You must establish a connection between Microsoft Excel and SAP Business One before you can save Microsoft Excel workbooks as activities in SAP Business One.

If you attempt any of these activities and are not already logged on to SAP Business One, the system automatically prompts you to log on.

Procedure

  1. In Microsoft Outlook, choose   SAP Business One   Log On  .

    The SAP Business One - Log On window appears.

    Note Note

    If the SAP Business One - Log On window does not appear, check whether you have installed the proper version of the Data Interface API (DI API) on the SAP Business One client you are using. For more information, see the SAP Business One Administrator Guide.

    End of the note.

  2. Enter or choose the following data:

    During the initial logon, your computer saves all entries except for your password(s) automatically. For subsequent logons, the system uses your initial entries as default settings and only prompts you to enter your password(s).

    Logon Fields

    Server

    Select the database type and enter the server name.
    Use Trusted Connection

    Select this option only if your Microsoft Windows user profile is the same as your database user profile. If you select this option, you do not have to enter a database user or password.
    Server Login - Login ID

    Enter your database user. The system deactivates this field if you selected Use Trusted Connection.
    Server Login - Password

    Enter your database password. The system deactivates this field if you selected Use Trusted Connection.
    Database Name

    The database name is the technical name of a company that you want to select.

    Enter the database name or click to select an available company.

    Caution Caution

    To establish the server connection and view the company list, you must have a database user.

    End of the caution.
    Company

    Company name.
    User ID

    Enter your user for SAP Business One.
    Password

    Enter your SAP Business One password.

  3. Choose the Log On button.

    A window informs you of a successful connection.

  4. Choose the OK button.

Result

Connections have been established between SAP Business One and the following Microsoft Office products:

  • Microsoft Excel

  • Microsoft Outlook

  • Microsoft Word

You do not have to log on to SAP Business One again to use the integration features for Microsoft Outlook or Microsoft Word.