Import live Order Entry Transaction Lines from Sage Intacct into Excel to analyze each sales order line item. In this guide, you’ll install Coefficient, import line-level data, and schedule automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Order Entry Transaction Lines” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Transactions Data from Sage Intacct into Excel
Bring live Order Entry Transactions from Sage Intacct into Excel to analyze sales orders and revenue. In this guide, you’ll install Coefficient, import transaction records, and set up automatic refresh for up-to-date reporting.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Order Entry Transactions” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Positions and Skills Data from Sage Intacct into Excel
Pull live Positions and Skills from Sage Intacct into Excel to map your team’s capabilities and roles. In this guide, you’ll install Coefficient, import position and skill data, and enable automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Positions and Skills” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Project Group Data from Sage Intacct into Excel
Pull live Project Group records from Sage Intacct into Excel to manage project portfolios and budgets in one sheet. In this guide, you’ll install Coefficient, import project groups, and set up automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Project Group” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Projects Data from Sage Intacct into Excel
Bring live Projects from Sage Intacct into Excel to monitor timelines, budgets, and statuses. In this guide, you’ll install Coefficient, import project records, and schedule auto-refresh for continuous visibility.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Projects” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Purchasing Price Lists Data from Sage Intacct into Excel
Bring live Purchasing Price Lists from Sage Intacct into Excel to compare vendor rates and discounts. In this guide, you’ll install Coefficient, import price list data, and configure auto-refresh for up-to-date pricing.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Purchasing Price Lists” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Purchasing Transaction Subtotals Data from Sage Intacct into Excel
Fetch live Purchasing Transaction Subtotals from Sage Intacct into Excel to review summary spend by vendor or category. In this guide, you’ll install Coefficient, import subtotals, and set up automatic refresh for continuous oversight.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Purchasing Transaction Subtotals” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Purchasing Transactions Data from Sage Intacct into Excel
Pull live Purchasing Transactions from Sage Intacct into Excel to track spend, vendors, and audit trails. In this guide, you’ll install Coefficient, import transaction data, and set up automatic refresh for accurate spend reporting.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Purchasing Transactions” > Import.
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Step 3:
Apply filters if needed, then confirm.
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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 Rate Table Accounts Payable Entries Data from Sage Intacct into Excel
Having live accounts payable entries in Excel helps teams manage liabilities and cash flow. This tutorial walks you through installing Coefficient, importing Sage Intacct’s Rate Table Accounts Payable Entries, and automating updates.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Import from Objects > Rate Table Accounts Payable Entries.
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Step 3:
Adjust filters if needed and click Import.
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Step 4:
Enable auto-refresh for continuous syncing.
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 Rate Table Credit Card Entries Data from Sage Intacct into Excel
Having live credit card entry data in Excel helps finance teams reconcile expenses fast. This guide shows you how to set up Coefficient, import Sage Intacct’s Rate Table Credit Card Entries, and automate data refreshes.
TLDR
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Step 1:
Install Coefficient and authorize Sage Intacct.
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Step 2:
Import from Objects > Rate Table Credit Card Entries.
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Step 3:
Filter if needed and click Import.
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Step 4:
Set up auto-refresh for continuous updates.
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