Accessing your Sage Intacct Advanced Audit Trails 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 Advanced Audit Trails data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Sage Intacct account.
-
Step 2:
Step 2. Select Import from… and choose Sage Intacct, then select the Advanced Audit Trails object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Advanced Audit Trails data updated automatically on your preferred schedule.
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 Advanced Audit Trails Data
After connecting, you’ll see options for importing data from Sage Intacct.
- Select the “Advanced Audit Trails” object from the available options.
- Choose the specific audit trails 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 Advanced Audit Trails 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.
Available Sage Intacct Objects
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
- ACCOUNTS RECEIVABLE
- Bank Interest Income/Charges
How to Import GENERAL LEDGER Data from Sage Intacct into Excel
Consolidate live expense report data from Sage Intacct into Excel to review submissions and approvals in one place. In this guide, you’ll install Coefficient, import expense reports, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
| 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 |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| 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 Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursements into Excel? |
|
| Can I filter reimbursements by approval date? |
|
| How do I update reimbursements back to Sage Intacct? |
|
| Is auto-refresh available for reimbursements? |
|
| Where can I find more on Sage Intacct objects? |
|
Track reimbursement requests in real time by importing them from Sage Intacct into Excel. This guide shows you how to install Coefficient, import requests, and schedule automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
| 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 |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| 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 Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursement Requests into Excel? |
|
| Can I filter requests by employee? |
|
| How do I update requests back to Sage Intacct? |
|
| Is auto-refresh available for requests? |
|
| Where can I find more on Sage Intacct objects? |
|
Import live GENERAL LEDGER entries from Sage Intacct into Excel to monitor transactions as they occur. This guide covers installing Coefficient, importing ledger entries, and automating refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
| 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 |
| Expense Reports |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| 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 Details |
| Tax Records |
| Tax Solutions |
| How do I import GENERAL LEDGER entries into Excel? |
|
| Can I filter ledger entries by date or account? |
|
| How do I export ledger edits back to Sage Intacct? |
|
| Is auto-refresh available for ledger entries? |
|
| Where can I learn more about Sage Intacct objects? |
|
How to Import Item GL Groups Data from Sage Intacct into Excel
Pull live Item GL Groups from Sage Intacct into Excel to analyze your groupings for reporting and budgeting. In this guide, you’ll install Coefficient, import GL groups, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Item GL Groups” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Inventory Total Details Data from Sage Intacct into Excel
Fetch live Inventory Total Details from Sage Intacct into Excel to value your inventory accurately. In this guide, you’ll install Coefficient, import total detail records, and set up auto-refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Inventory Total Details” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Inventory Transactions Data from Sage Intacct into Excel
Bring live Inventory Transactions from Sage Intacct into Excel to monitor stock movements and adjustments. In this guide, you’ll install Coefficient, import transactions, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Inventory Transactions” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Journal Entries Data from Sage Intacct into Excel
Import live journal entries from Sage Intacct into Excel to audit transactions and uncover trends. This guide covers installing Coefficient, importing entries, and setting up auto-refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Journal Entries” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Items Data from Sage Intacct into Excel
Pull live Items from Sage Intacct into Excel to see your full catalog of products and services. In this guide, you’ll install Coefficient, import item records, and enable automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Items” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Journal Entry Lines Data from Sage Intacct into Excel
Import live Journal Entry Lines from Sage Intacct into Excel to audit every transaction detail. In this guide, you’ll install Coefficient, fetch line items, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Journal Entry Lines” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Observed Percent Completed Entries Data from Sage Intacct into Excel
Fetch live Observed Percent Completed Entries from Sage Intacct into Excel to monitor actual project completion rates. In this guide, you’ll install Coefficient, import percent-complete data, and set up auto-refresh for real-time updates.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Observed Percent Completed Entries” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports
How to Import Order Entry Transaction Subtotals Data from Sage Intacct into Excel
Fetch live Order Entry Transaction Subtotals from Sage Intacct into Excel to review order summaries and revenue metrics. In this guide, you’ll install Coefficient, import subtotals, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Order Entry Transaction Subtotals” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet 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
- Expense Reports