Category: Sage Intacct

Accessing your Sage Intacct Vendors data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Vendors data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Vendors Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Vendors” object from the available options.
• Choose the specific vendors you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Vendors data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Users data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Users data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Users Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Users” object from the available options.
• Choose the specific users you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Users data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Tax Details data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Tax Details data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Tax Details Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Tax Details” object from the available options.
• Choose the specific tax details you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Tax Details data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Role Assignments data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Role Assignments data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Role Assignments Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Role Assignments” object from the available options.
• Choose the specific role assignments you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Role Assignments data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Roles data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Roles data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Roles Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Roles” object from the available options.
• Choose the specific roles you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Roles data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Payments data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Payments data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Payments Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Payments” object from the available options.
• Choose the specific payments you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Payments data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Other Receipts data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance team.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Other Receipts data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Other Receipts Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Other Receipts” object from the available options.
• Choose the specific receipts you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Other Receipts data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Offline Jobs data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Offline Jobs data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Offline Jobs Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Offline Jobs” object from the available options.
• Choose the specific offline jobs you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Offline Jobs data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Locations data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Locations data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Locations Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Locations” object from the available options.
• Choose the specific locations you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Locations data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.

Accessing your Sage Intacct Labor Unions data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and operations teams.

Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.

This guide shows you how to import your Sage Intacct Labor Unions data into Google Sheets using Coefficient.

Step 1: Install and Connect Coefficient

First, you need to get Coefficient for Google Sheets.

• Open Google Sheets.
• Go to Extensions > Add-ons > Get add-ons.
• Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.

Step 2: Import Sage Intacct Labor Unions Data

After connecting, you’ll see options for importing data from Sage Intacct.

• Select the “Labor Unions” object from the available options.
• Choose the specific labor unions you want to import.
• You can apply filters, select specific columns, and preview the data before importing.
• Click “Import” to pull the data into your active Google Sheet tab.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Sage Intacct Labor Unions data current, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

• Click the “Refresh” button or the three-dot menu next to your import.
• Select “Schedule Refresh”.
• Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.