How to Import Credit Card Charges/Other Fees Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Credit Card Charges/Other Fees object data from Sage Intacct into Excel using Coefficient for complete fee visibility.

sage intacct

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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

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Credit Card Charges/Other Fees.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for live fee data.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Check fields like Fee ID, Date, Amount, Fee Type appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” select schedule, and save.
  • 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
    +29 more

    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
    +29 more

    Frequently Asked Questions

    • How to get Credit Card Charges/Other Fees from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Credit Card Charges/Other Fees” → “Import.”Coefficient loads fee data into Excel.

    • How do I get a list of Credit Card Charges/Other Fees in Sage Intacct?

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      Use “Import from Objects,” choose “Credit Card Charges/Other Fees.”All fee records load instantly.

    • How to export Credit Card Charges/Other Fees to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Credit Card Charges/Other Fees from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Credit Card Charges/Other Fees data?

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      Configure an email automation in Coefficient.Select fee fields and schedule.Receive notifications on new fees.

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