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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.”
Fetch live Observed Percent Completed Entries from Sage Intacct into Excel to monitor actual project completion rates. In this guide, you’ll install Coefficient, import percent-complete data, and set up auto-refresh for real-time updates.
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” > “Observed Percent Completed Entries” > 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 Observed Percent Completed Entries into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Observed Percent Completed Entries.”
- Click Import to fetch progress data.
Coefficient keeps your completion rates live.
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Can I filter by project?
- Click “Add Filter” in import dialog.
- Select Project and set criteria.
- Import filtered entries.
Only matching records will load.
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How do I update progress back to Sage Intacct?
- Edit the rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm.
Two-way sync keeps data aligned.
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Is auto-refresh available for these entries?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your progress stays 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.
Consult docs for full definitions.
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