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
-
Step 1:
Install Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Contracts” and click Import.
-
Step 3:
Apply any filters you need, then confirm.
-
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
Frequently Asked Questions
Trusted By Over 50,000 Companies