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How to Import Journal Entries Data from Sage Intacct into Excel

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

Learn how to import Journal Entries object data from Sage Intacct into Excel using Coefficient for accurate general ledger analysis.

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Written by

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Vijay Srinivas

GTM @ Coefficient

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Importing Journal Entries from Sage Intacct into Excel provides a complete view of your ledger movements without manual exports.

This guide shows you how to connect Coefficient, import your Journal Entries object, and automate updates.

TLDR

  • Step 1:

    Install Coefficient and authorize Sage Intacct in Excel.

  • Step 2:

    Select “Import from Objects” → “Journal Entries.”

  • Step 3:

    Click “Import” and verify fields.

  • Step 4:

    Enable auto-refresh to keep entries current.

Step-by-Step Guide

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Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Entry ID, Date, Account, Debit, Credit appear correctly; rename headers if needed.
  • Auto-refresh (optional) Click “Refresh,” select schedule, and save for live ledger updates.

    • What Sage Intacct Data is Imported?

    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE

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