How to Import Bills Data from Sage Intacct into Excel

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

Learn how to import Bills object data from Sage Intacct into Excel using Coefficient for real-time accounts payable visibility.

sage intacct

“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.”

5 star rating coeff g2 badge

Importing Bills from Sage Intacct into Excel keeps your payables up to date without manual exports.

This guide shows you how to set up Coefficient, import your Bills object, and automate data refresh.

TLDR

  • Step 1:

    Install Coefficient and connect Sage Intacct in Excel.

  • Step 2:

    Select “Import from Objects” → “Bills.”

  • Step 3:

    Click “Import” and verify columns.

  • Step 4:

    Optionally, set up auto-refresh.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Check that fields like Bill ID, Vendor, Amount, Due Date are correct; rename headers as needed.
  • Auto-refresh (optional) Click “Refresh,” choose a schedule (daily/hourly), and save to keep your Bills live.
  • What Sage Intacct Data is Imported?

    • Bills
    • Customers
    • Deposits
    • Expense Reports
    • Fund Transfers
    • Invoices
    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE
    • ACCOUNTS RECEIVABLE
    +5 more

    Frequently Asked Questions

    • How to get Bills from Sage Intacct?

      down-chevron

      1. Open Coefficient pane → “Import from Objects.”2. Select “Bills” → “Import.”Coefficient loads your live Bills into Excel.

    • How do I get a list of Bills in Sage Intacct?

      down-chevron

      Use “Import from Objects” → “Bills.”All current bills appear instantly.

    • How to export Bills to Excel?

      down-chevron

      In Coefficient, click “Export to Excel,” map your columns, then run export.Your sheet syncs back to Sage Intacct.

    • How do I update Bills from Excel to Sage Intacct?

      down-chevron

      Choose “Export to Sage Intacct,” adjust mappings, then click “Update.”Excel edits push back into Sage Intacct.

    • How to send email alerts about Bills data?

      down-chevron

      Set up an email automation in Coefficient.Select Bills fields and schedule.Get notified on new or overdue bills.

    500,000+ happy users
    Get Started Now
    Connect any system to Google Sheets in just seconds.
    Get Started

    Trusted By Over 50,000 Companies