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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.”
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
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Payments.”
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Step 3:
Click “Import” and verify fields.
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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
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 to get Payments from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Payments” → “Import.”Coefficient brings live payment data into Excel.
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How do I get a list of Payments in Sage Intacct?
Use “Import from Objects,” choose “Payments.”All payment records load instantly.
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How to export Payments to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Payments from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.
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How to send email alerts about Payments data?
Configure an email automation in Coefficient.Select Payments fields and schedule.Receive notifications on new payments.
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