How to Import Customers Data from Sage Intacct into Excel

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

Learn how to import Customers object data from Sage Intacct into Excel using Coefficient for deeper customer insights.

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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

  • Step 1:

    Install Coefficient and connect to Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Customers.”

  • Step 3:

    Click “Import” and confirm fields.

  • Step 4:

    Optionally, enable auto-refresh.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Check fields like Customer ID, Name, Email are correct; rename headers as needed.
  • Auto-refresh (optional) Click “Refresh,” pick a schedule, and save to keep data live.
  • What Sage Intacct Data is Imported?

    • Bills
    • Customers
    • Deposits
    • Expense Reports
    • Fund Transfers
    • Invoices
    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE
    • ACCOUNTS RECEIVABLE
    +5 more

    Frequently Asked Questions

    • How to get Customers from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Customers” → “Import.”Coefficient loads live customer data into Excel.

    • How do I get a list of Customers in Sage Intacct?

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      Use “Import from Objects” → “Customers.”All customer records appear instantly.

    • How to export Customers to Excel?

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      In the Coefficient pane, click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Customers from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” set mappings, then click “Update.”Spreadsheet edits push back into Sage Intacct.

    • How to send email alerts about Customers data?

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      Configure an email automation in Coefficient.Select Customers fields and schedule.Get notified on new or updated customers.

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