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Centralize all your contract details from Sage Intacct into Excel to streamline review and reporting. In this guide, you’ll install Coefficient, import contract records live, and set up automatic refresh for always-current data.
TLDR
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Step 1:
Install Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Contracts” and click Import.
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Step 3:
Apply any filters you need, then confirm.
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Step 4:
Enable auto-refresh to keep data updated.
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 do I import Contracts into Excel?
- Install Coefficient and link your Sage Intacct account.
- Use “Import from Objects” > “Contracts.”
- Click Import to fetch live contract records.
Coefficient keeps your contract data current.
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Can I filter which contracts import?
- In the import dialog, click “Add Filter”.
- Select a field (e.g., status) and criteria.
- Apply filter, then Import.
Only matching contracts will load.
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How do I push contract edits back to Sage Intacct?
- Edit contracts in your Excel sheet.
- Choose “Export to Sage Intacct”.
- Map fields and confirm export.
Two-way sync keeps records aligned.
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Is auto-refresh available for contracts?
- Click “Refresh” in the sidebar.
- Set your refresh schedule.
- Save settings.
Contracts update automatically.
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Where can I find more on Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Check Sage Intacct’s Platform Services > Web Services.
Explore docs for full field lists.
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