From time to time users may want to use the email addresses in Jiwa stored against the suppliers and customers to bulk email flyers, promotions etc.
Step-by-step guide
One way of doing that is using Excel to connect to the SQL database and extract the relevant data needed.
- Create a new Excel spreadsheet
- Get External Data > From Other Sources > From SQL Server
- Select Microsoft SQL Server
- Type in the server name, user name (JiwaUser) and password (JiwaFinancials123) and then Next
- Select the database and select the relevant table e.g. CR_Main for creditors, DB_Main for debtors and next
- Type in a Description for this connection and Finish and OK
- Data is populated into the grid
- Remove unwanted columns and Save As and give the file an appropriate name
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