How to Import Payments Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Payments object data from Sage Intacct into Excel using Coefficient for seamless transaction tracking.

sage intacct

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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

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Finance and accounting connectors including Sage Intacct
  • Verify & rename Check fields like Payment ID, Date, Amount appear correctly; rename headers as needed.
  • Auto-refresh (optional) Click “Refresh,” select a schedule, and save.
  • What Sage Intacct Data is Imported?

    • Journal Entries
    • Payments
    • Tax Details
    • Vendors
    • ACCOUNTS PAYABLE

    Frequently Asked Questions

    • How to get Payments from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Payments” → “Import.”Coefficient brings live payment data into Excel.

    • How do I get a list of Payments in Sage Intacct?

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      Use “Import from Objects,” choose “Payments.”All payment records load instantly.

    • How to export Payments to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Payments from Excel to Sage Intacct?

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      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back into Sage Intacct.

    • How to send email alerts about Payments data?

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      Configure an email automation in Coefficient.Select Payments fields and schedule.Receive notifications on new payments.

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