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Importing Charge Card Transactions from Sage Intacct into Excel gives you a detailed view of card spend.
This tutorial covers connecting Coefficient, importing your Charge Card Transactions object, and setting up auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Charge Card Transactions.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for up-to-date data.
Step-by-Step Guide
What Sage Intacct Data is Imported?
- Charge Card Transactions
- Charge Payoffs
- Charge Payoff Lines
- Checking Account Reconciliations
- Credit Card Charges/Other Fees
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 to get Charge Card Transactions from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Charge Card Transactions” → “Import.”Coefficient brings live card data into Excel.
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How do I get a list of Charge Card Transactions in Sage Intacct?
Use “Import from Objects,” choose “Charge Card Transactions.”All transaction entries load instantly.
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How to export Charge Card Transactions to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Charge Card Transactions from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.
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How to send email alerts about Charge Card Transactions data?
Configure an email automation in Coefficient.Select transaction fields and schedule.Receive notifications on new card charges.
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