How to Import Advanced Audit Trails Data from Sage Intacct into Excel

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

Learn how to import Advanced Audit Trails object data from Sage Intacct into Excel using Coefficient for deep compliance tracking.

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Importing Advanced Audit Trails from Sage Intacct into Excel lets you see every system change in detail.

This guide shows you how to connect Coefficient, import your Advanced Audit Trails object, and automate refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Advanced Audit Trails.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for ongoing updates.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Trail ID, User, Action, Date appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose a schedule, and save for live audit data.
  • 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

    Frequently Asked Questions

    • How to get Advanced Audit Trails from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Advanced Audit Trails” → “Import.”Coefficient loads audit trail data into Excel.

    • How do I get a list of Advanced Audit Trails in Sage Intacct?

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      Use “Import from Objects,” choose “Advanced Audit Trails.”All trail entries load instantly.

    • How to export Advanced Audit Trails to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Advanced Audit Trails from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Advanced Audit Trails?

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      Configure an email automation in Coefficient.Select audit trail fields and schedule.Receive notifications on changes.

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