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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.”
Import live Journal Entry Lines from Sage Intacct into Excel to audit every transaction detail. In this guide, you’ll install Coefficient, fetch line items, and set up automatic refresh.
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” > “Journal Entry Lines” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep 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 Journal Entry Lines into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Journal Entry Lines.”
- Click Import to fetch line items.
Coefficient keeps your transaction details live.
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Can I filter lines by transaction ID?
- Click “Add Filter” in the import dialog.
- Select Transaction ID and set criteria.
- Import filtered lines.
Only matching entries will load.
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How do I push line edits back to Sage Intacct?
- Edit the line rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps data consistent.
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Is auto-refresh available for journal lines?
- Click “Refresh” in the sidebar.
- Choose a schedule and save.
- Data updates automatically.
Always see current line details.
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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.
Consult docs for full definitions.
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