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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 Customers from Sage Intacct into Excel lets you analyze customer records without manual exports.
This guide shows how to set up Coefficient, import your Customers object, and automate updates.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” → “Customers.”
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Step 3:
Click “Import” and confirm fields.
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Step 4:
Optionally, enable auto-refresh.
Step-by-Step Guide
What Sage Intacct Data is Imported?
- Bills
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
- ACCOUNTS RECEIVABLE
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 Customers from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Customers” → “Import.”Coefficient loads live customer data into Excel.
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How do I get a list of Customers in Sage Intacct?
Use “Import from Objects” → “Customers.”All customer records appear instantly.
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How to export Customers to Excel?
In the Coefficient pane, click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Customers from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” set mappings, then click “Update.”Spreadsheet edits push back into Sage Intacct.
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How to send email alerts about Customers data?
Configure an email automation in Coefficient.Select Customers fields and schedule.Get notified on new or updated customers.
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