Importing Payments from Sage Intacct into Excel gives you live visibility into your disbursements and receipts.
This guide covers connecting Coefficient, importing your Payments object, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Payments.”
-
Step 3:
Click “Import” and verify fields.
-
Step 4:
Enable auto-refresh for continuous updates.
Step-by-Step Guide


What Sage Intacct Data is Imported?
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
Frequently Asked Questions
Trusted By Over 50,000 Companies