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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 detailed budget line items from Sage Intacct into Excel to analyze allocations and variances at the account level. This guide covers installing Coefficient, importing budget details, and scheduling auto-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” > “Budget Details” > 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
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 Budget Details into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Budget Details.”
- Click Import to fetch budget lines.
Coefficient keeps your details live and accurate.
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Can I filter details by account?
- Click “Add Filter” in the import dialog.
- Select Account field and set criteria.
- Import filtered results.
Only matching lines will load.
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How do I update budget details back to Sage Intacct?
- Edit the detail rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync ensures accuracy.
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Is auto-refresh available for budget details?
- Click “Refresh” in the sidebar.
- Choose your refresh schedule.
- Save settings.
Your details stay current automatically.
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