# How to Export from SYSPRO to Excel > Source: https://netray.co/erp-help/how-to-export-from-syspro-to-excel > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Help ## Short answer The fastest way to export from SYSPRO to Excel is the export option on any browse window, which copies the rows you see to a spreadsheet. For formatted output send a report to a file or Excel from the print options, for live refreshable data use SYSPRO Office Integration, and for large or repeatable pulls query the database over SQL or ODBC. ## Kind how-to ## System syspro ## Erp SYSPRO ## Module Browse / Reporting / Office Integration ## Query how to export from syspro to excel ## Alternate Queries - syspro export to excel - syspro browse export excel - syspro report to excel - syspro office integration excel ## Applies To SYSPRO 7 and SYSPRO 8; Office Integration requires the licensed add-in; menu labels vary by version ## Steps ### Four ways to export SYSPRO data to Excel **Items:** - Browse export: open any browse window (stock codes, customers, sales orders), apply the filters and sort, then use the export or copy option on the browse toolbar to send the visible rows to Excel. - Report to Excel: run the report, and in the output options choose a file or Excel format instead of printer or screen. Where the report runs through SRS, the export formats are offered in the preview. - Office Integration: if licensed, use the SYSPRO add-in inside Excel to pull data with a query that refreshes on demand and respects your SYSPRO operator permissions. - SQL or ODBC: create a read-only SQL login, then in Excel use Data > Get Data > From Database > From SQL Server and point it at the company database for repeatable pulls. - Check that the first load matches SYSPRO by comparing a row count and a total against the on-screen figure. - Format code columns such as stock code and customer as text before saving so leading zeros survive. ## Sections ### Which method to choose **Body:** Browse export is a one-off snapshot and is the right answer for most users who need a list this afternoon. It is limited to the columns the browse shows, so a missing column means changing the browse layout or choosing another method. A report exported to Excel keeps the report's logic and totals, which makes it suitable for month-end packs. Because reports are built for printing, expect merged cells or headings you will want to clean up before using the data in pivots. Office Integration and SQL are the right choice when the same extract is needed every week. They give you a refreshable connection instead of a copy that goes stale. ### Pulling data with SQL into Excel **Body:** Each SYSPRO company has its own SQL Server database, with tables prefixed by module, such as InvMaster for stock, ArCustomer for customers and SorMaster for sales order headers. Use a read-only login that your DBA creates, never the application login. In Excel choose Data > Get Data > From SQL Server Database, enter the server and database, and paste a SELECT statement under the advanced options. Keep the statement narrow so Excel is not loading millions of rows. **Code:** - SELECT StockCode, Description, StockUom, ProductClass FROM InvMaster WHERE StockOnHold <> 'Y'; ### Data quality and security **Body:** An export leaves SYSPRO's security model behind. Once in Excel, anyone with the file can see the prices, costs and customer details in it, so apply the same controls as for the source data. For supplier and customer extracts, consider whether the file belongs on a shared drive. Large exports can also lock browse windows or slow the server in business hours, so schedule heavy SQL pulls out of hours. ## Pitfalls - Exporting a filtered browse and forgetting the filter, then reporting a partial list as the full list. - Losing leading zeros or turning long codes into scientific notation in Excel. Import code columns as text. - Using the application SQL login in Excel. Use a dedicated read-only login. - Emailing exports containing cost and customer data without access controls. - Treating a pasted export as live data. Refresh or re-export before reporting. ## Ai Angle Instead of exporting to Excel to answer each ad hoc question, ERPray lets a user ask in plain language, shows the SQL it generated against the SYSPRO database and returns the table, which can then be downloaded. It can run on-prem with a local model, so the data does not leave the network. Excel remains the right tool for pivots, modelling and sharing with people who do not use SYSPRO. ## Faq ### How do I export a SYSPRO browse window to Excel? **Answer:** Open the browse, apply your filters, then use the export or copy to Excel option from the browse toolbar or right-click menu. The export contains only the columns and rows the browse shows, so adjust the browse layout first if you need more columns. ### Can SYSPRO data refresh automatically in Excel? **Answer:** Yes, with SYSPRO Office Integration or an Excel connection to the SQL Server database. Plain exports are static snapshots. Refreshable connections need credentials and permissions set up by your administrator. ### Why does Excel change my SYSPRO stock codes? **Answer:** Excel guesses data types, so codes made of digits lose leading zeros and long numbers become scientific notation. Set those columns to Text before pasting, or import with the text type selected in Power Query. ### Is it safe to connect Excel straight to the SYSPRO database? **Answer:** It is safe only with a dedicated read-only login, limited to the tables needed, and ideally off business hours for large pulls. Never use the application login, and never write to SYSPRO tables, because that bypasses business logic and validation. ## Search terms export from syspro to excel, syspro export to excel, syspro browse export, syspro report to excel, syspro office integration, syspro odbc excel, syspro sql excel, syspro data extract --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json