Business users often export data from their ERP systems to Excel because it offers a flexible and intuitive platform for analysis and visualization. However, many companies are cautious about using Excel for business data due to concerns about scalability, security, collaboration, and data integrity. That said, there’s no need to toss out the baby with the bathwater – Excel remains a powerful tool when used wisely and securely.
This is where NAZDAQ comes in with its innovative solution, B2Win Suite. Based on over 25 years of experience, it provides enterprises with a comprehensive solution for extracting ERP data into Excel, ensuring efficiency, security, and seamless integration, especially with Infor LN, Infor CloudSuite, Baan, Infor M3 and other ERP systems.
The following key features make B2Win Suite an essential solution for companies looking to efficiently extract ERP data into Excel:
1) Automating the Creation of Excel Files from ERP Data
Manually creating and updating Excel files from ERP data is time-consuming and prone to errors. B2Win Suite automates this process, allowing organizations to schedule Excel file generation at specific times, trigger updates based on new ERP entries or value changes, and even initiate file creation from designated directories or direct ERP printouts. This seamless automation enhances efficiency and accuracy while reducing manual effort.
2) Seamless Delivery of Excel Files to Multiple Channels
Beyond automating Excel file creation, B2Win Suite ensures that the right stakeholders receive data promptly and securely. Files can be delivered automatically or on demand via email, designated network folders, FTP locations, shared cloud storage, or integrated with other systems via APIs. This ensures smooth workflows and eliminates the need for manual distribution.
3) On-Demand and Ad-Hoc Excel Reporting
B2Win Suite empowers business users with on-demand and ad-hoc report generation without relying on IT support. Through an intuitive interface, users can filter and extract the exact data they need at any time, embedding report generation seamlessly into their existing ERP workflows.
4) Automatic Conversion of ERP Reports to Excel
Instead of manually exporting and formatting canned ERP reports, B2Win Suite automatically converts them to Excel in 1-Click—preserving structure, sub-headers, sub-totals, and complex layouts. This eliminates manual data imports and ensures accurate, well-structured reports every time.
The following video shows how B2Win Suite transforms different types of reports to Excel:
B2Output Demo – Excel Emphasis
5) Advanced SQL Access for ERP Data Extraction
With B2Win Suite, accessing ERP data via SQL is simplified, even for non-technical users. The system offers a visual query builder, drag-and-drop table selection, live data previews, and seamless handling of ERP-specific elements like text fields and enumerated values. Additionally, for cloud-based ERP systems like Infor CloudSuite, B2Win Suite includes data synchronization for optimized access and performance.
6) Instant Access to ERP Data from Within Excel (coming soon)
For users without direct ERP system access, B2Win Suite enables them to retrieve specific reports and datasets directly within Excel, ensuring data security while eliminating unnecessary ERP licenses for read-only users.
7) Consolidating Data from Multiple Sources
Instead of manually combining data in Excel, B2Win Suite allows users to merge information from ERP reports, databases, CSV, JSON, and other sources before sending to Excel. It also resolves common data mismatches dynamically, ensuring smooth integrations and eliminating tedious data preparation.
8) Enhancing and Transforming ERP Data Before Export
Raw ERP data often requires transformations before it’s usable. B2Win Suite provides a visual data preparation interface that allows users to rename fields, add calculated columns, change data types, and apply advanced SQL-based transformations—all with live data previews for greater accuracy.
9) Injecting ERP Data into Existing Excel Templates
Instead of generating new Excel files each time, B2Win Suite enables direct updates to multi-sheet Excel templates, preserving pivot tables, charts, and dashboards. This allows organizations to maintain structured reporting formats while automating data updates.
10) Extracting Key Calculated Values to Excel
Beyond exporting raw data, B2Win Suite enables fully automated ERP data extraction, processing, and calculations, seamlessly injecting the results into Excel. This end-to-end automation eliminates manual effort, reduces errors, and ensures accuracy, offering a significant advantage over traditional, error-prone Excel workflows.
11) Full Traceability of ERP Data Extraction
For compliance and auditing, B2Win Suite logs every step of data extraction, transformation, and export, ensuring transparency, reproducibility, and regulatory compliance. Users can review execution history, errors, and logs to track data movement across the system.
12) Secure, Role-Based Access Control
Security is paramount, and B2Win Suite provides enterprise-grade role-based access controls to restrict data access based on user permissions. Organizations can define roles, grant or restrict database access, and ensure sensitive information is only accessible to authorized personnel.
Summary
B2Win Suite automates the process of fetching data from multiple data sources, preparing, cleansing, and transforming it to create structured, enterprise-grade Excel sheets. By automating the entire process, it enhances operational efficiency, minimizes manual errors, and enforces robust data controls. As ad-hoc and on-demand Excel extraction is also needed in many cases, traceability capabilities help you track this process.
And here’s the icing on the cake: B2Win Suite natively integrates with Infor CloudSuite, Infor LN, Baan, and M3, ensuring a smooth, hassle-free experience.
Ready to take your ERP-to-Excel data extraction to the next level?
Discover how B2Win Suite can revolutionize your data pipeline today.
Contact us for a personalized demo and see the difference firsthand!
