How to Easily Export Excel Sheets from Sugar

Use the Template Builder to copy and paste appropriate fields in an empty Excel spreadsheet and create your custom template, in several easy steps.

Creating Complex Excel Sheets with Just a Couple of Clicks

To create and export documents as Excel files, select one or more records in List View in your module of choice, or go to Record View and use the Merge Document action. 

Select which document template to use for merging record information. You can differentiate file formats by looking at your template’s extension.

Once the document merge is complete, a pop-up will appear in the wDocs widget in the footer.

Exporting Excel Files from wDocs

This is the last and easiest step you have to follow before you can use your newly created Excel files.

Click the document icon to download your spreadsheet.

This is the finished result for the Accounts record used in this example.

While the example we used in this article is fairly simple, note that your templates can be as complex as you need them to be!

Final Thoughts

While Sugar includes some document automation tools, wDocs extends its capabilities and enables you to easily create Word, Excel, or PDF files with just a couple of clicks! If you want to get a closer look at what wDocs can do for you and your business, don’t hesitate to schedule a one-on-one meeting with one of our sales reps. They have all the answers you need!