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
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Contacts.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for up-to-date contacts.
Step-by-Step Guide


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
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
Frequently Asked Questions
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