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
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Entities.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for live entity data.
Step-by-Step Guide


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
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
Frequently Asked Questions
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