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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.”
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
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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” > “Budgets” > 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 Budgets into Excel?
- 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.
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Can I filter budgets by fiscal year?
- Click “Add Filter” in the import dialog.
- Select Fiscal Year and set criteria.
- Import filtered results.
Only matching budgets will load.
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How do I update budgets back to Sage Intacct?
- Edit the budget rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps your data in sync.
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Is auto-refresh available for budgets?
- Click “Refresh” in the sidebar.
- Choose your refresh schedule.
- Save settings.
Your budgets stay current without manual effort.
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