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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.”
Importing Charge Payoff Lines from Sage Intacct into Excel gives you granular insight into each payoff component.
This guide shows you how to connect Coefficient, import your Charge Payoff Lines object, and automate updates.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Charge Payoff Lines.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for detailed updates.
Step-by-Step Guide
What Sage Intacct Data is Imported?
- Charge Payoff Lines
- Checking Account Reconciliations
- Credit Card Charges/Other Fees
Related Sage Intacct Use Cases
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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 Payoff Lines from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Charge Payoff Lines” → “Import.”Coefficient brings detailed payoff lines into Excel.
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How do I get a list of Charge Payoff Lines in Sage Intacct?
Use “Import from Objects,” choose “Charge Payoff Lines.”Each payoff component loads instantly.
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How to export Charge Payoff Lines 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 Payoff Lines 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 Payoff Lines data?
Configure an email automation in Coefficient.Select charge payoff line fields and schedule.Receive notifications on new line items.
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