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Summary

In this video, we delve into the seamless integration between Sage Intact and Excel, highlighting how you can export and import data to streamline your business processes. Our aim is to help your company or organization establish a single source of truth, eliminating manual tasks and ensuring efficient operations without the need for extensive Excel usage.

During this overview, we focus on the essential functionality of exporting data through reports. We demonstrate how you can effortlessly export information from reports directly into Excel by utilizing the Excel export button within the Sage Intact dashboard.

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