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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Adjustment Lines.”
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Step 3:
Apply filters if needed, then click Import.
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Step 4:
Enable auto-refresh for live 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
Related Sage Intacct Use Cases
How to Import Vendors Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Vendors data into Google Sheets using Coefficient for streamlined vendor management and reporting.
How to Import Users Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Users data into Google Sheets using Coefficient for streamlined user analysis and reporting.
How to Import Tax Details Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Tax Details data into Google Sheets using Coefficient for streamlined tax analysis and reporting.
Frequently Asked Questions
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How do I import Adjustment Lines into Excel?
- 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.
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Can I filter lines by transaction ID?
- Click “Add Filter” in import dialog.
- Select Transaction ID and criteria.
- Import filtered lines.
Shows only matching entries.
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How do I export line edits back to Sage Intacct?
- Edit in Excel.
- Use “Export to Sage Intacct.”
- Map fields and confirm.
Two-way sync ensures accuracy.
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Is auto-refresh available for lines?
- Click “Refresh” in sidebar.
- Set schedule and save.
- Data updates automatically.
Always see current entries.
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Where can I find more on Sage Intacct line objects?
- Visit Coefficient’s docs.
- Check Platform Services > Web Services.
Consult docs for full field list.
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