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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 Sage Intacct’s Contract Expenses into Excel gives you up-to-the-minute visibility into project costs. This guide covers installing Coefficient, importing contract expense data, and automating refresh.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Import from Objects > Contract Expenses.
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Step 3:
Set filters, then Import.
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Step 4:
Enable auto-refresh for live data.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
Related Sage Intacct Use Cases
How to Import Vendors Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Vendors data into Google Sheets using Coefficient for streamlined vendor management and reporting.
How to Import Users Data from Sage Intacct into Google Sheets
Learn how to easily import live Sage Intacct Users data into Google Sheets using Coefficient for streamlined user analysis and reporting.
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 can I import Contract Expenses into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Contract Expenses.”
- Click Import to fetch data.
Contract costs load live for analysis.
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Can I filter Contract Expenses by project?
- Click “Add Filter” in import dialog.
- Select Project field and criteria.
- Import filtered expenses.
Filtered data appears instantly.
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How do I export expense changes back to Sage Intacct?
- Edit expenses in Excel.
- Use “Export to Sage Intacct.”
- Map fields and confirm.
Two-way sync keeps data consistent.
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Is auto-refresh available for contract expenses?
- Click “Refresh” in the sidebar.
- Set schedule and save.
- Expenses update automatically.
Stay current without manual pulls.
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Where can I find more on Sage Intacct contract objects?
- Visit Coefficient’s integration docs.
- Explore Sage Intacct’s Web Services section.
Consult docs for full details.
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