How to Import Entities Data from Sage Intacct into Excel

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

Learn how to import Entities object data from Sage Intacct into Excel using Coefficient for multi-entity reporting.

sage intacct

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Importing Entities from Sage Intacct into Excel lets you report across multiple entities in one sheet.

This guide shows you how to connect Coefficient, import Entities, and automate refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Entities.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for live entity data.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Entity ID, Name, Status appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose 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 Entities from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Entities” → “Import.”Coefficient loads entity data into Excel.

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

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      Use “Import from Objects,” choose “Entities.”All entity records load instantly.

    • How to export Entities 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 Entities 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 Entities data?

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      Configure an email automation in Coefficient.Select entity fields and schedule.Receive notifications on entity changes.

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