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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 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
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Frequently Asked Questions
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How to get Charge Payoffs from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Charge Payoffs” → “Import.”Coefficient brings live payoff records into Excel.
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How do I get a list of Charge Payoffs in Sage Intacct?
Use “Import from Objects,” choose “Charge Payoffs.”All payoff entries load instantly.
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How to export Charge Payoffs 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 Payoffs 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 Payoffs data?
Configure an email automation in Coefficient.Select payoff fields and schedule.Receive alerts on balance updates.
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