How to Import Object Audit Trail Logs Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Object Audit Trail Logs into Excel using Coefficient for compliance and change tracking.

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Pull live Object Audit Trail Logs from Sage Intacct into Excel to monitor changes and ensure compliance. In this guide, you’ll install Coefficient, import audit logs, and set up auto-refresh for ongoing tracking.

TLDR

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Choose “Import from Objects” > “Object Audit Trail Logs” > Import.

  • Step 3:

    Apply filters if needed, then confirm.

  • Step 4:

    Enable auto-refresh to keep data updated automatically.

Step-by-Step Guide

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Auto-refresh options for imported data with scheduling controls.

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
+41 more

Frequently Asked Questions

  • How do I import Object Audit Trail Logs into Excel?

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    • Install Coefficient and connect your Sage Intacct account.
    • Select “Import from Objects” > “Object Audit Trail Logs.”
    • Click Import to fetch audit records.

    Coefficient keeps your change logs live and accessible.

  • Can I filter audit logs by user or date?

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    • Click “Add Filter” in the import dialog.
    • Select User or Date and set criteria.
    • Import filtered logs.

    Only matching logs will load.

  • How do I update records back to Sage Intacct?

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    • Edit audit entries in Excel.
    • Click “Export to Sage Intacct.”
    • Map columns and confirm export.

    Two-way sync keeps logs aligned.

  • Is auto-refresh available for audit logs?

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    • Click “Refresh” in the sidebar.
    • Choose your schedule and save.
    • Data updates automatically.

    Your logs stay current without manual effort.

  • Where can I learn more about Sage Intacct objects?

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    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services.

    Consult docs for full definitions.

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