Coefficient is a no-code spreadsheet automation platform that connects Google Sheets and Excel to 100+ business systems including Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, MySQL, Looker and more. It enables live data sync, automated refreshes, two-way data integration, and AI-powered insights without any coding required. Over 700,000 users trust Coefficient to automate their spreadsheet workflows.

How much does Coefficient cost?

Coefficient offers 4 pricing tiers: Free Plan (3 connectors, forever free), Starter Plan ($59/user/month for individual users), Pro Plan ($99/user/month for 5 users), and custom Enterprise pricing. All paid plans include a 30-day free trial. Our Free trial let's you leverage our Pro plan at no cost so you can test the product with every feature available.

Does Coefficient work with both Google Sheets and Excel?

Yes, Coefficient supports both Google Sheets and Microsoft Excel. You can install Coefficient from the Google Workspace Marketplace for Sheets or from Microsoft AppSource for Excel.

What is Coefficient's AI Sheets Assistant?

AI Sheets Assistant is Coefficient's AI-powered feature that helps you build formulas, create charts, generate pivot tables, and build entire dashboards using natural language commands in Google Sheets. Unlike generic AI assistants, it's context-aware and creates native Google Sheets objects that are live and editable. It understands your spreadsheet's layout and data structure to provide accurate, actionable results.

Which business systems does Coefficient integrate with?

Coefficient integrates with 100+ systems across multiple categories: CRMs (Salesforce, HubSpot), databases (MySQL, PostgreSQL, Snowflake), accounting software (QuickBooks, Xero, NetSuite), BI systems (Looker, Tableau), marketing platforms (Google Analytics, Facebook Ads), payment systems (Stripe), ecommerce (Shopify), and more. Popular integrations include Salesforce, HubSpot, QuickBooks, Google Analytics, Snowflake, Airtable, and Notion.

Can I export data back to my business systems with Coefficient?

Yes, Coefficient supports two-way data sync. You can not only import live data from your business systems but also export updated data back to them. Supported export actions include UPDATE (modify existing records), INSERT (create new records), UPSERT (update or insert), and DELETE operations. This works with systems like Salesforce, HubSpot, QuickBooks, Snowflake, and databases.

How does Coefficient's automated refresh work?

Coefficient allows you to schedule automatic data refreshes at intervals you choose: hourly (1, 2, 4, or 8 hours), daily, weekly, or monthly. Once scheduled, your spreadsheet data automatically updates from your connected systems without any manual work. You can also trigger manual refreshes anytime with an on-sheet button or through the sidebar.

Is there a free trial for Coefficient?

Yes, Coefficient offers a 30-day free trial of the Pro plan with full-featured access. Additionally, there's a completely free plan available forever that includes one data source connector, making it easy to get started with no credit card required. The free plan is perfect for individuals who want to automate a single data connection.

Sage Intacct Archives

How to Import Invoices Data from Sage Intacct into Excel

Importing Invoices from Sage Intacct into Excel gives you a live view of billing amounts and statuses.

This guide shows how to import your Invoices object with Coefficient and set up auto-refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Invoices.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh as needed.

Step-by-Step Guide

Verify & rename Ensure fields like Invoice ID, Customer, Amount appear correctly and rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

What Sage Intacct Data is Imported?

Bills
Customers
Deposits
Expense Reports
Fund Transfers
Invoices
Journal Entries
Payments
Tax Details
Vendors
ACCOUNTS PAYABLE
ACCOUNTS RECEIVABLE

+5 more

How to Import Project Estimates Data from Sage Intacct into Excel

Importing Employee Positions from Sage Intacct into Excel helps you keep track of staff roles and hierarchies.

This tutorial covers connecting Coefficient, importing your Employee Positions object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Employee Positions.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live updates.

Step-by-Step Guide

Verify & rename Ensure fields like Position ID, Title, Department appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

Finance

Data

Sage Intacct

Excel

Importing Labor Unions from Sage Intacct into Excel keeps all union membership details centralized.

This guide covers connecting Coefficient, importing Labor Unions, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Employee Positions.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live updates.

Install Coefficient, connect Sage Intacct.

Select “Import from Objects” → “Labor Unions.”

Click “Import,” verify fields.

Enable auto-refresh for live data.

Step-by-Step Guide

Verify & rename Ensure fields like Union ID, Name, Member Count appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

Bills	Customers
Deposits	Expense Reports
Fund Transfers	Invoices
Journal Entries	Payments
Tax Details	Vendors
ACCOUNTS PAYABLE	ACCOUNTS RECEIVABLE
Bank Interest Income/Charges	Charge Card Transactions
Charge Payoffs	Charge Payoff Lines
Checking Account Reconciliations	Credit Card Charges/Other Fees
Other Receipts	Advanced Audit Trails
Audit History	Contacts
Entities	Locations
Offline Jobs	Roles
Role Assignments	Users
Employee Positions	Labor Unions
Payroll Report Checks	Project Contracts
Project Estimates	Rate Table Timesheet Entries
Rate Table Purchase Order Entries	Rate Table Credit Card Entries
Rate Table Employee Expense Entries	Rate Table Accounts Payable Entries
Rate Table General Ledger Entries	Standard Tasks
Contract Expenses	Contracts
Employees	Expense Adjustments
Adjustment Lines	Expense Payment Types
Reimbursements	Reimbursement Requests
GENERAL LEDGER	Raw Account Balances
Budgets	Budget Details
Journal Entry Lines	Available Inventory
Cost of Goods Sold Adjustments	Inventory Price Lists
Inventory Total Details	Inventory Transactions
Item GL Groups	Items
Warehouse Transfers	Warehouses
Order Entry Transactions	Order Entry Transaction Lines
Order Entry Transaction Subtotals	Order Entry Price Lists
Object Audit Trail Logs	Positions and Skills
Project Group	Observed Percent Completed Entries
Projects	Task Resources
Tasks	Timesheets
Timesheet Entries	Timesheet Approval History
Transaction Rules	Transaction Rule Details
Purchasing Price Lists	Purchasing Transactions
Purchasing Transaction Subtotals	Vendor Compliance Definitions
Vendor Compliance Records	Vendor Compliance Types
Tax Records	Tax Solutions

How to get Labor Unions from Sage Intacct?	1. Open Coefficient pane → “Import from Objects.”2. Select “Labor Unions” → “Import.”Coefficient loads union data into Excel.
How do I get a list of Labor Unions in Sage Intacct?	Use “Import from Objects,” choose “Labor Unions.”All union records load instantly.
How to export Labor Unions to Excel?	Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
How do I update Labor Unions from Excel to Sage Intacct?	Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
How to send email alerts about Labor Unions data?	Configure an email automation in Coefficient.Select union fields and schedule.Receive notifications on changes.

Finance

Data

Sage Intacct

Excel

Importing Payroll Report Checks from Sage Intacct into Excel helps you reconcile payroll expenses quickly.

This guide covers connecting Coefficient, importing Payroll Report Checks, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Employee Positions.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live updates.

Install Coefficient, connect Sage Intacct.

Select “Import from Objects” → “Payroll Report Checks.”

Click “Import,” verify fields.

Enable auto-refresh for live updates.

Step-by-Step Guide

Verify & rename Ensure fields like Check ID, Employee, Amount appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

Bills	Customers
Deposits	Expense Reports
Fund Transfers	Invoices
Journal Entries	Payments
Tax Details	Vendors
ACCOUNTS PAYABLE	ACCOUNTS RECEIVABLE
Bank Interest Income/Charges	Charge Card Transactions
Charge Payoffs	Charge Payoff Lines
Checking Account Reconciliations	Credit Card Charges/Other Fees
Other Receipts	Advanced Audit Trails
Audit History	Contacts
Entities	Locations
Offline Jobs	Roles
Role Assignments	Users
Employee Positions	Labor Unions
Payroll Report Checks	Project Contracts
Project Estimates	Rate Table Timesheet Entries
Rate Table Purchase Order Entries	Rate Table Credit Card Entries
Rate Table Employee Expense Entries	Rate Table Accounts Payable Entries
Rate Table General Ledger Entries	Standard Tasks
Contract Expenses	Contracts
Employees	Expense Adjustments
Adjustment Lines	Expense Payment Types
Reimbursements	Reimbursement Requests
GENERAL LEDGER	Raw Account Balances
Budgets	Budget Details
Journal Entry Lines	Available Inventory
Cost of Goods Sold Adjustments	Inventory Price Lists
Inventory Total Details	Inventory Transactions
Item GL Groups	Items
Warehouse Transfers	Warehouses
Order Entry Transactions	Order Entry Transaction Lines
Order Entry Transaction Subtotals	Order Entry Price Lists
Object Audit Trail Logs	Positions and Skills
Project Group	Observed Percent Completed Entries
Projects	Task Resources
Tasks	Timesheets
Timesheet Entries	Timesheet Approval History
Transaction Rules	Transaction Rule Details
Purchasing Price Lists	Purchasing Transactions
Purchasing Transaction Subtotals	Vendor Compliance Definitions
Vendor Compliance Records	Vendor Compliance Types
Tax Records	Tax Solutions

How to get Payroll Report Checks from Sage Intacct?	1. Open Coefficient pane → “Import from Objects.”2. Select “Payroll Report Checks” → “Import.”Coefficient syncs check data into Excel.
How do I get a list of Payroll Report Checks in Sage Intacct?	Use “Import from Objects,” choose “Payroll Report Checks.”All check entries load instantly.
How to export Payroll Report Checks to Excel?	Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
How do I update Payroll Report Checks from Excel to Sage Intacct?	Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
How to send email alerts about Payroll Report Checks data?	Configure an email automation in Coefficient.Select check fields and schedule.Receive notifications on new checks.

Finance

Data

Sage Intacct

Excel

Importing Project Contracts from Sage Intacct into Excel lets you track contract details alongside project financials.

This guide covers connecting Coefficient, importing Project Contracts, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Employee Positions.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live updates.

Install Coefficient, connect Sage Intacct.

Select “Import from Objects” → “Project Contracts.”

Click “Import,” verify fields.

Enable auto-refresh for live data.

Step-by-Step Guide

Verify & rename Ensure fields like Contract ID, Project ID, Value appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

Bills	Customers
Deposits	Expense Reports
Fund Transfers	Invoices
Journal Entries	Payments
Tax Details	Vendors
ACCOUNTS PAYABLE	ACCOUNTS RECEIVABLE
Bank Interest Income/Charges	Charge Card Transactions
Charge Payoffs	Charge Payoff Lines
Checking Account Reconciliations	Credit Card Charges/Other Fees
Other Receipts	Advanced Audit Trails
Audit History	Contacts
Entities	Locations
Offline Jobs	Roles
Role Assignments	Users
Employee Positions	Labor Unions
Payroll Report Checks	Project Contracts
Project Estimates	Rate Table Timesheet Entries
Rate Table Purchase Order Entries	Rate Table Credit Card Entries
Rate Table Employee Expense Entries	Rate Table Accounts Payable Entries
Rate Table General Ledger Entries	Standard Tasks
Contract Expenses	Contracts
Employees	Expense Adjustments
Adjustment Lines	Expense Payment Types
Reimbursements	Reimbursement Requests
GENERAL LEDGER	Raw Account Balances
Budgets	Budget Details
Journal Entry Lines	Available Inventory
Cost of Goods Sold Adjustments	Inventory Price Lists
Inventory Total Details	Inventory Transactions
Item GL Groups	Items
Warehouse Transfers	Warehouses
Order Entry Transactions	Order Entry Transaction Lines
Order Entry Transaction Subtotals	Order Entry Price Lists
Object Audit Trail Logs	Positions and Skills
Project Group	Observed Percent Completed Entries
Projects	Task Resources
Tasks	Timesheets
Timesheet Entries	Timesheet Approval History
Transaction Rules	Transaction Rule Details
Purchasing Price Lists	Purchasing Transactions
Purchasing Transaction Subtotals	Vendor Compliance Definitions
Vendor Compliance Records	Vendor Compliance Types
Tax Records	Tax Solutions

How to get Project Contracts from Sage Intacct?	1. Open Coefficient pane → “Import from Objects.”2. Select “Project Contracts” → “Import.”Coefficient brings contract data into Excel.
How do I get a list of Project Contracts in Sage Intacct?	Use “Import from Objects,” choose “Project Contracts.”All contract records load instantly.
How to export Project Contracts to Excel?	Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
How do I update Project Contracts from Excel to Sage Intacct?	Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
How to send email alerts about Project Contracts data?	Configure an email automation in Coefficient.Select contract fields and schedule.Receive notifications on new contracts.

Finance

Data

Sage Intacct

Excel

Importing Project Estimates from Sage Intacct into Excel provides live budget vs. actual comparisons.

This guide covers connecting Coefficient, importing Project Estimates, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Employee Positions.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live updates.

Install Coefficient, connect Sage Intacct.

Select “Import from Objects” → “Project Estimates.”

Click “Import,” verify fields.

Enable auto-refresh for continuous updates.

Step-by-Step Guide

Verify & rename Ensure fields like Estimate ID, Project ID, Amount appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

Bills	Customers
Deposits	Expense Reports
Fund Transfers	Invoices
Journal Entries	Payments
Tax Details	Vendors
ACCOUNTS PAYABLE	ACCOUNTS RECEIVABLE
Bank Interest Income/Charges	Charge Card Transactions
Charge Payoffs	Charge Payoff Lines
Checking Account Reconciliations	Credit Card Charges/Other Fees
Other Receipts	Advanced Audit Trails
Audit History	Contacts
Entities	Locations
Offline Jobs	Roles
Role Assignments	Users
Employee Positions	Labor Unions
Payroll Report Checks	Project Contracts
Project Estimates	Rate Table Timesheet Entries
Rate Table Purchase Order Entries	Rate Table Credit Card Entries
Rate Table Employee Expense Entries	Rate Table Accounts Payable Entries
Rate Table General Ledger Entries	Standard Tasks
Contract Expenses	Contracts
Employees	Expense Adjustments
Adjustment Lines	Expense Payment Types
Reimbursements	Reimbursement Requests
GENERAL LEDGER	Raw Account Balances
Budgets	Budget Details
Journal Entry Lines	Available Inventory
Cost of Goods Sold Adjustments	Inventory Price Lists
Inventory Total Details	Inventory Transactions
Item GL Groups	Items
Warehouse Transfers	Warehouses
Order Entry Transactions	Order Entry Transaction Lines
Order Entry Transaction Subtotals	Order Entry Price Lists
Object Audit Trail Logs	Positions and Skills
Project Group	Observed Percent Completed Entries
Projects	Task Resources
Tasks	Timesheets
Timesheet Entries	Timesheet Approval History
Transaction Rules	Transaction Rule Details
Purchasing Price Lists	Purchasing Transactions
Purchasing Transaction Subtotals	Vendor Compliance Definitions
Vendor Compliance Records	Vendor Compliance Types
Tax Records	Tax Solutions

How to get Project Estimates from Sage Intacct?	1. Open Coefficient pane → “Import from Objects.”2. Select “Project Estimates” → “Import.”Coefficient brings estimate data into Excel.
How do I get a list of Project Estimates in Sage Intacct?	Use “Import from Objects,” choose “Project Estimates.”All estimate records load instantly.
How to export Project Estimates to Excel?	Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
How do I update Project Estimates from Excel to Sage Intacct?	Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
How to send email alerts about Project Estimates data?	Configure an email automation in Coefficient.Select estimate fields and schedule.Receive notifications on estimate changes.

How to Import Journal Entries Data from Sage Intacct into Excel

Importing Journal Entries from Sage Intacct into Excel provides a complete view of your ledger movements without manual exports.

This guide shows you how to connect Coefficient, import your Journal Entries object, and automate updates.

TLDR

Step 1:

Install Coefficient and authorize Sage Intacct in Excel.
Step 2:

Select “Import from Objects” → “Journal Entries.”
Step 3:

Click “Import” and verify fields.
Step 4:

Enable auto-refresh to keep entries current.

Step-by-Step Guide

Verify & rename Ensure fields like Entry ID, Date, Account, Debit, Credit appear correctly; rename headers if needed.

Auto-refresh (optional) Click “Refresh,” select schedule, and save for live ledger updates.

What Sage Intacct Data is Imported?

Journal Entries
Payments
Tax Details
Vendors
ACCOUNTS PAYABLE

How to Import Journal Entries Data from Sage Intacct into Excel

Importing Journal Entries from Sage Intacct into Excel provides a complete view of your ledger movements without manual exports.

This guide shows you how to connect Coefficient, import your Journal Entries object, and automate updates.

TLDR

Step 1:

Install Coefficient and authorize Sage Intacct in Excel.
Step 2:

Select “Import from Objects” → “Journal Entries.”
Step 3:

Click “Import” and verify fields.
Step 4:

Enable auto-refresh to keep entries current.

Step-by-Step Guide

Verify & rename Ensure fields like Entry ID, Date, Account, Debit, Credit appear correctly; rename headers if needed.

Auto-refresh (optional) Click “Refresh,” select schedule, and save for live ledger updates.

What Sage Intacct Data is Imported?

Journal Entries
Payments
Tax Details
Vendors
ACCOUNTS PAYABLE

How to Import Locations Data from Sage Intacct into Excel

Importing Locations from Sage Intacct into Excel lets you analyze data by site or office.

This guide covers connecting Coefficient, importing your Locations object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Locations.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live location data.

Step-by-Step Guide

Verify & rename Ensure fields like Location ID, Name, Status appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

How to Import Offline Jobs Data from Sage Intacct into Excel

Importing Offline Jobs from Sage Intacct into Excel lets you monitor long-running processes and retries in one sheet.

This guide covers connecting Coefficient, importing your Offline Jobs object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Offline Jobs.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live job data.

Step-by-Step Guide

Verify & rename Ensure fields like Job ID, Status, Started At, Finished At appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

How to Import Other Receipts Data from Sage Intacct into Excel

Importing Other Receipts from Sage Intacct into Excel lets you capture miscellaneous income and receipts in one place.

This guide demonstrates how to connect Coefficient, import your Other Receipts object, and automate refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Other Receipts.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live receipt data.

Step-by-Step Guide

Verify & rename Ensure fields like Receipt ID, Date, Amount appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” select schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
Accounts Payable
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
Accounts Receivable
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

How to Import Payments Data from Sage Intacct into Excel

Importing Payments from Sage Intacct into Excel gives you live visibility into your disbursements and receipts.

This guide covers connecting Coefficient, importing your Payments object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Payments.”
Step 3:

Click “Import” and verify fields.
Step 4:

Enable auto-refresh for continuous updates.

Step-by-Step Guide

Verify & rename Check fields like Payment ID, Date, Amount appear correctly; rename headers as needed.

Auto-refresh (optional) Click “Refresh,” select a schedule, and save.

What Sage Intacct Data is Imported?

Journal Entries
Payments
Tax Details
Vendors
ACCOUNTS PAYABLE

How to Import Role Assignments Data from Sage Intacct into Excel

Importing Role Assignments from Sage Intacct into Excel lets you see which users have which roles at a glance.

This guide covers connecting Coefficient, importing your Role Assignments object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Role Assignments.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live assignment data.

Step-by-Step Guide

Verify & rename Ensure fields like Assignment ID, User ID, Role ID appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more

How to Import Roles Data from Sage Intacct into Excel

Importing Roles from Sage Intacct into Excel lets you audit user permissions and access levels quickly.

This guide covers connecting Coefficient, importing your Roles object, and automating refresh.

TLDR

Step 1:

Install Coefficient, connect Sage Intacct.
Step 2:

Select “Import from Objects” → “Roles.”
Step 3:

Click “Import,” verify fields.
Step 4:

Enable auto-refresh for live role data.

Step-by-Step Guide

Verify & rename Ensure fields like Role ID, Name, Permissions appear correctly; rename headers.

Auto-refresh (optional) Click “Refresh,” choose schedule, and save.

Complete Sage Intacct Object List

Bills

Deposits
Fund Transfers
Journal Entries
Tax Details
ACCOUNTS PAYABLE
Bank Interest Income/Charges
Charge Payoffs
Checking Account Reconciliations
Other Receipts
Audit History
Entities
Offline Jobs

+29 more

Customers

Expense Reports
Invoices
Payments
Vendors
ACCOUNTS RECEIVABLE
Charge Card Transactions
Charge Payoff Lines
Credit Card Charges/Other Fees
Advanced Audit Trails
Contacts
Locations
Roles

+29 more