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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 Credit Card Charges/Other Fees from Sage Intacct into Excel gives you full transparency on all card fees and service charges.
This tutorial shows you how to connect Coefficient, import your Credit Card Charges/Other Fees object, and set up auto-refresh.
TLDR
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Credit Card Charges/Other Fees.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for live fee data.
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
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 to get Credit Card Charges/Other Fees from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Credit Card Charges/Other Fees” → “Import.”Coefficient loads fee data into Excel.
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How do I get a list of Credit Card Charges/Other Fees in Sage Intacct?
Use “Import from Objects,” choose “Credit Card Charges/Other Fees.”All fee records load instantly.
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How to export Credit Card Charges/Other Fees to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Credit Card Charges/Other Fees from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.
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How to send email alerts about Credit Card Charges/Other Fees data?
Configure an email automation in Coefficient.Select fee fields and schedule.Receive notifications on new fees.
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