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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.”
Bring live Order Entry Transactions from Sage Intacct into Excel to analyze sales orders and revenue. In this guide, you’ll install Coefficient, import transaction records, and set up automatic refresh for up-to-date reporting.
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 Transactions” > 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 Transactions into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Order Entry Transactions.”
- Click Import to fetch sales order data.
Coefficient keeps your transactions live and accurate.
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Can I filter transactions by customer?
- Click “Add Filter” in the import dialog.
- Select Customer field and set criteria.
- Import filtered results.
Only matching orders will load.
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How do I update transactions back to Sage Intacct?
- Edit the transaction rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps data aligned.
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Is auto-refresh available for transactions?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your data 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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