How to Import Invoices Data from Sage Intacct into Excel

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

Learn how to import Invoices object data from Sage Intacct into Excel using Coefficient for streamlined billing.

sage intacct

“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.”

5 star rating coeff g2 badge

Importing Invoices from Sage Intacct into Excel gives you a live view of billing amounts and statuses.

This guide shows how to import your Invoices object with Coefficient and set up auto-refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Invoices.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh as needed.

Step-by-Step Guide

Coefficient sidebar menu
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Invoice ID, Customer, Amount appear correctly and rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose schedule, and save.
  • 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 Invoices from Sage Intacct?

      down-chevron

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

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

      down-chevron

      Use “Import from Objects,” choose “Invoices.”All invoice records appear instantly.

    • How to export Invoices to Excel?

      down-chevron

      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

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

      down-chevron

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

    • How to send email alerts about Invoices data?

      down-chevron

      Configure an email automation in Coefficient.Select Invoices fields and schedule.Receive alerts on new or overdue invoices.

    500,000+ happy users
    Get Started Now
    Connect any system to Google Sheets in just seconds.
    Get Started

    Trusted By Over 50,000 Companies