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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.”
Bring live employee records from Sage Intacct into Excel to view headcounts, roles, and statuses in one place. This guide shows you how to set up Coefficient, pull employee data, and schedule automatic updates.
TLDR
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Step 1:
Install Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Employees” and click Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data current.
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
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 do I import Employees into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Employees.”
- Click Import to load live records.
Employee data stays synced and accurate.
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Can I filter employees by department?
- In import dialog, click “Add Filter.”
- Select Department field and criteria.
- Import filtered list.
Shows only matching employees.
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How do I update employee details back to Sage Intacct?
- Edit records in your sheet.
- Click “Export to Sage Intacct.”
- Map fields and confirm.
Changes reflect immediately.
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Is auto-refresh available for employee data?
- Click “Refresh” in the sidebar.
- Set schedule and save.
- Data updates automatically.
Always see current records.
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Where can I find more on Sage Intacct employee objects?
- Visit Coefficient’s Sage Intacct docs.
- Check Platform Services > Web Services.
Explore docs for full field list.
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