Importing Charge Payoffs from Sage Intacct into Excel helps you monitor payoff schedules and balances.
This guide covers connecting Coefficient, importing your Charge Payoffs object, and automating refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Charge Payoffs.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for live payoff data.
Step-by-Step Guide


What Sage Intacct Data is Imported?
- Charge Payoffs
- Charge Payoff Lines
- Checking Account Reconciliations
- Credit Card Charges/Other Fees
Frequently Asked Questions
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