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Import live Order Entry Transaction Lines from Sage Intacct into Excel to analyze each sales order line item. In this guide, you’ll install Coefficient, import line-level data, and schedule 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” > “Order Entry Transaction 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 Order Entry Transaction Lines into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Order Entry Transaction Lines.”
- Click Import to fetch line-level orders.
Coefficient keeps your detailed sales data live and accurate.
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Can I filter lines by order number?
- Click “Add Filter” in the import dialog.
- Select Order Number and set criteria.
- Import filtered results.
Only matching lines will load.
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How do I update line items back to Sage Intacct?
- Edit the line rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps your sales data aligned.
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Is auto-refresh available for transaction lines?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your line details stay 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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