How to Import Adjustment Lines Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Sage Intacct Adjustment Lines data into Excel using Coefficient for detailed audit tracking.

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Pull Adjustment Lines from Sage Intacct into Excel to get transaction-level detail for audit and reconciliation. This guide covers installing Coefficient, importing line items, and enabling auto-refresh.

TLDR

  • Step 1:

    Install Coefficient and connect to Sage Intacct.

  • Step 2:

    Select “Import from Objects” > “Adjustment Lines.”

  • Step 3:

    Apply filters if needed, then click Import.

  • Step 4:

    Enable auto-refresh for live updates.

Step-by-Step Guide

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with scheduling controls.

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
+41 more

Frequently Asked Questions

  • How do I import Adjustment Lines into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Adjustment Lines.”
    • Click Import to load line items.

    Line details sync live for audit use.

  • Can I filter lines by transaction ID?

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    • Click “Add Filter” in import dialog.
    • Select Transaction ID and criteria.
    • Import filtered lines.

    Shows only matching entries.

  • How do I export line edits back to Sage Intacct?

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    • Edit in Excel.
    • Use “Export to Sage Intacct.”
    • Map fields and confirm.

    Two-way sync ensures accuracy.

  • Is auto-refresh available for lines?

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    • Click “Refresh” in sidebar.
    • Set schedule and save.
    • Data updates automatically.

    Always see current entries.

  • Where can I find more on Sage Intacct line objects?

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    • Visit Coefficient’s docs.
    • Check Platform Services > Web Services.

    Consult docs for full field list.

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