How to Import Contacts Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Contacts object data from Sage Intacct into Excel using Coefficient for centralized contact management.

sage intacct

“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.”

5 star rating coeff g2 badge

Importing Contacts from Sage Intacct into Excel lets you manage all your client and vendor contacts in one sheet.

This guide shows you how to connect Coefficient, import Contacts, and automate refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Contacts.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for up-to-date contacts.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Contact ID, Name, Email appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose schedule, and save.
  • Complete Sage Intacct Object List

    Bills

    • Deposits
    • Fund Transfers
    • Journal Entries
    • Tax Details
    • ACCOUNTS PAYABLE
    • Bank Interest Income/Charges
    • Charge Payoffs
    • Checking Account Reconciliations
    • Other Receipts
    • Audit History
    • Entities
    • Offline Jobs
    +29 more

    Customers

    • Expense Reports
    • Invoices
    • Payments
    • Vendors
    • ACCOUNTS RECEIVABLE
    • Charge Card Transactions
    • Charge Payoff Lines
    • Credit Card Charges/Other Fees
    • Advanced Audit Trails
    • Contacts
    • Locations
    • Roles
    +29 more

    Frequently Asked Questions

    • How to get Contacts from Sage Intacct?

      down-chevron

      1. Open Coefficient pane → “Import from Objects.”2. Select “Contacts” → “Import.”Coefficient loads contact data into Excel.

    • How do I get a list of Contacts in Sage Intacct?

      down-chevron

      Use “Import from Objects,” choose “Contacts.”All contacts load instantly.

    • How to export Contacts to Excel?

      down-chevron

      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Contacts from Excel to Sage Intacct?

      down-chevron

      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Contacts data?

      down-chevron

      Configure an email automation in Coefficient.Select contact fields and schedule.Receive notifications on new contacts.

    500,000+ happy users
    Get Started Now
    Connect any system to Google Sheets in just seconds.
    Get Started

    Trusted By Over 50,000 Companies