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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.”
Pull live Expense Payment Types from Sage Intacct into Excel to analyze how your organization pays for expenses. In this guide, you’ll install Coefficient, import payment types, and set up automatic refresh for always-current data.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Expense Payment Types” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep this data updated automatically.
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 Expense Payment Types into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Expense Payment Types.”
- Click Import to fetch payment-type data.
Coefficient keeps payment methods live and accurate.
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Can I filter payment types by method?
- Click “Add Filter” in the import dialog.
- Select the Method field and set criteria.
- Import filtered results.
Only matching methods will load.
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How do I update payment types back to Sage Intacct?
- Edit the payment-type rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps your data in sync.
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Is auto-refresh available for payment types?
- Click “Refresh” in the Coefficient sidebar.
- Choose your refresh schedule and save.
- Data updates automatically.
Your payment types stay current without manual effort.
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Where can I learn more about Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Explore Platform Services > Web Services in Sage Intacct.
Consult docs for full object definitions.
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