How to Import Budgets Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Budgets into Excel using Coefficient for real-time budget tracking and analysis.

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Bring live budget figures from Sage Intacct into Excel to monitor spending plans alongside actuals. In this guide, you’ll install Coefficient, import budgets, and schedule auto-refresh.

TLDR

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Choose “Import from Objects” > “Budgets” > Import.

  • Step 3:

    Apply filters if needed, then confirm.

  • Step 4:

    Enable auto-refresh to keep data updated automatically.

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 Budgets into Excel?

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    • Install Coefficient and connect your Sage Intacct account.
    • Select “Import from Objects” > “Budgets.”
    • Click Import to fetch budgets.

    Coefficient keeps your budgets live and accurate.

  • Can I filter budgets by fiscal year?

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    • Click “Add Filter” in the import dialog.
    • Select Fiscal Year and set criteria.
    • Import filtered results.

    Only matching budgets will load.

  • How do I update budgets back to Sage Intacct?

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    • Edit the budget rows in Excel.
    • Click “Export to Sage Intacct.”
    • Map columns and confirm export.

    Two-way sync keeps your data in sync.

  • Is auto-refresh available for budgets?

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    • Click “Refresh” in the sidebar.
    • Choose your refresh schedule.
    • Save settings.

    Your budgets stay current without manual effort.

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