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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 Employee Positions from Sage Intacct into Excel helps you keep track of staff roles and hierarchies.
This tutorial covers connecting Coefficient, importing your Employee Positions object, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Employee Positions.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
Importing Labor Unions from Sage Intacct into Excel keeps all union membership details centralized.
This guide covers connecting Coefficient, importing Labor Unions, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Employee Positions.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
| Bills | Customers |
| Deposits | Expense Reports |
| Fund Transfers | Invoices |
| Journal Entries | Payments |
| Tax Details | Vendors |
| ACCOUNTS PAYABLE | ACCOUNTS RECEIVABLE |
| Bank Interest Income/Charges | Charge Card Transactions |
| Charge Payoffs | Charge Payoff Lines |
| Checking Account Reconciliations | Credit Card Charges/Other Fees |
| Other Receipts | Advanced Audit Trails |
| Audit History | Contacts |
| Entities | Locations |
| Offline Jobs | Roles |
| Role Assignments | Users |
| Employee Positions | Labor Unions |
| Payroll Report Checks | Project Contracts |
| Project Estimates | Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements | Reimbursement Requests |
| GENERAL LEDGER | Raw Account Balances |
| Budgets | Budget Details |
| Journal Entry Lines | Available Inventory |
| Cost of Goods Sold Adjustments | Inventory Price Lists |
| Inventory Total Details | Inventory Transactions |
| Item GL Groups | Items |
| Warehouse Transfers | Warehouses |
| Order Entry Transactions | Order Entry Transaction Lines |
| Order Entry Transaction Subtotals | Order Entry Price Lists |
| Object Audit Trail Logs | Positions and Skills |
| Project Group | Observed Percent Completed Entries |
| Projects | Task Resources |
| Tasks | Timesheets |
| Timesheet Entries | Timesheet Approval History |
| Transaction Rules | Transaction Rule Details |
| Purchasing Price Lists | Purchasing Transactions |
| Purchasing Transaction Subtotals | Vendor Compliance Definitions |
| Vendor Compliance Records | Vendor Compliance Types |
| Tax Records | Tax Solutions |
| How to get Labor Unions from Sage Intacct? | 1. Open Coefficient pane → “Import from Objects.”2. Select “Labor Unions” → “Import.”Coefficient loads union data into Excel. |
| How do I get a list of Labor Unions in Sage Intacct? | Use “Import from Objects,” choose “Labor Unions.”All union records load instantly. |
| How to export Labor Unions to Excel? | Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct. |
| How do I update Labor Unions from Excel to Sage Intacct? | Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back. |
| How to send email alerts about Labor Unions data? | Configure an email automation in Coefficient.Select union fields and schedule.Receive notifications on changes. |
Importing Payroll Report Checks from Sage Intacct into Excel helps you reconcile payroll expenses quickly.
This guide covers connecting Coefficient, importing Payroll Report Checks, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Employee Positions.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
| Bills | Customers |
| Deposits | Expense Reports |
| Fund Transfers | Invoices |
| Journal Entries | Payments |
| Tax Details | Vendors |
| ACCOUNTS PAYABLE | ACCOUNTS RECEIVABLE |
| Bank Interest Income/Charges | Charge Card Transactions |
| Charge Payoffs | Charge Payoff Lines |
| Checking Account Reconciliations | Credit Card Charges/Other Fees |
| Other Receipts | Advanced Audit Trails |
| Audit History | Contacts |
| Entities | Locations |
| Offline Jobs | Roles |
| Role Assignments | Users |
| Employee Positions | Labor Unions |
| Payroll Report Checks | Project Contracts |
| Project Estimates | Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements | Reimbursement Requests |
| GENERAL LEDGER | Raw Account Balances |
| Budgets | Budget Details |
| Journal Entry Lines | Available Inventory |
| Cost of Goods Sold Adjustments | Inventory Price Lists |
| Inventory Total Details | Inventory Transactions |
| Item GL Groups | Items |
| Warehouse Transfers | Warehouses |
| Order Entry Transactions | Order Entry Transaction Lines |
| Order Entry Transaction Subtotals | Order Entry Price Lists |
| Object Audit Trail Logs | Positions and Skills |
| Project Group | Observed Percent Completed Entries |
| Projects | Task Resources |
| Tasks | Timesheets |
| Timesheet Entries | Timesheet Approval History |
| Transaction Rules | Transaction Rule Details |
| Purchasing Price Lists | Purchasing Transactions |
| Purchasing Transaction Subtotals | Vendor Compliance Definitions |
| Vendor Compliance Records | Vendor Compliance Types |
| Tax Records | Tax Solutions |
| How to get Payroll Report Checks from Sage Intacct? | 1. Open Coefficient pane → “Import from Objects.”2. Select “Payroll Report Checks” → “Import.”Coefficient syncs check data into Excel. |
| How do I get a list of Payroll Report Checks in Sage Intacct? | Use “Import from Objects,” choose “Payroll Report Checks.”All check entries load instantly. |
| How to export Payroll Report Checks to Excel? | Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct. |
| How do I update Payroll Report Checks from Excel to Sage Intacct? | Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back. |
| How to send email alerts about Payroll Report Checks data? | Configure an email automation in Coefficient.Select check fields and schedule.Receive notifications on new checks. |
Importing Project Contracts from Sage Intacct into Excel lets you track contract details alongside project financials.
This guide covers connecting Coefficient, importing Project Contracts, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Employee Positions.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
| Bills | Customers |
| Deposits | Expense Reports |
| Fund Transfers | Invoices |
| Journal Entries | Payments |
| Tax Details | Vendors |
| ACCOUNTS PAYABLE | ACCOUNTS RECEIVABLE |
| Bank Interest Income/Charges | Charge Card Transactions |
| Charge Payoffs | Charge Payoff Lines |
| Checking Account Reconciliations | Credit Card Charges/Other Fees |
| Other Receipts | Advanced Audit Trails |
| Audit History | Contacts |
| Entities | Locations |
| Offline Jobs | Roles |
| Role Assignments | Users |
| Employee Positions | Labor Unions |
| Payroll Report Checks | Project Contracts |
| Project Estimates | Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements | Reimbursement Requests |
| GENERAL LEDGER | Raw Account Balances |
| Budgets | Budget Details |
| Journal Entry Lines | Available Inventory |
| Cost of Goods Sold Adjustments | Inventory Price Lists |
| Inventory Total Details | Inventory Transactions |
| Item GL Groups | Items |
| Warehouse Transfers | Warehouses |
| Order Entry Transactions | Order Entry Transaction Lines |
| Order Entry Transaction Subtotals | Order Entry Price Lists |
| Object Audit Trail Logs | Positions and Skills |
| Project Group | Observed Percent Completed Entries |
| Projects | Task Resources |
| Tasks | Timesheets |
| Timesheet Entries | Timesheet Approval History |
| Transaction Rules | Transaction Rule Details |
| Purchasing Price Lists | Purchasing Transactions |
| Purchasing Transaction Subtotals | Vendor Compliance Definitions |
| Vendor Compliance Records | Vendor Compliance Types |
| Tax Records | Tax Solutions |
| How to get Project Contracts from Sage Intacct? | 1. Open Coefficient pane → “Import from Objects.”2. Select “Project Contracts” → “Import.”Coefficient brings contract data into Excel. |
| How do I get a list of Project Contracts in Sage Intacct? | Use “Import from Objects,” choose “Project Contracts.”All contract records load instantly. |
| How to export Project Contracts to Excel? | Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct. |
| How do I update Project Contracts from Excel to Sage Intacct? | Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back. |
| How to send email alerts about Project Contracts data? | Configure an email automation in Coefficient.Select contract fields and schedule.Receive notifications on new contracts. |
Importing Project Estimates from Sage Intacct into Excel provides live budget vs. actual comparisons.
This guide covers connecting Coefficient, importing Project Estimates, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Employee Positions.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live updates.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
| Bills | Customers |
| Deposits | Expense Reports |
| Fund Transfers | Invoices |
| Journal Entries | Payments |
| Tax Details | Vendors |
| ACCOUNTS PAYABLE | ACCOUNTS RECEIVABLE |
| Bank Interest Income/Charges | Charge Card Transactions |
| Charge Payoffs | Charge Payoff Lines |
| Checking Account Reconciliations | Credit Card Charges/Other Fees |
| Other Receipts | Advanced Audit Trails |
| Audit History | Contacts |
| Entities | Locations |
| Offline Jobs | Roles |
| Role Assignments | Users |
| Employee Positions | Labor Unions |
| Payroll Report Checks | Project Contracts |
| Project Estimates | Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements | Reimbursement Requests |
| GENERAL LEDGER | Raw Account Balances |
| Budgets | Budget Details |
| Journal Entry Lines | Available Inventory |
| Cost of Goods Sold Adjustments | Inventory Price Lists |
| Inventory Total Details | Inventory Transactions |
| Item GL Groups | Items |
| Warehouse Transfers | Warehouses |
| Order Entry Transactions | Order Entry Transaction Lines |
| Order Entry Transaction Subtotals | Order Entry Price Lists |
| Object Audit Trail Logs | Positions and Skills |
| Project Group | Observed Percent Completed Entries |
| Projects | Task Resources |
| Tasks | Timesheets |
| Timesheet Entries | Timesheet Approval History |
| Transaction Rules | Transaction Rule Details |
| Purchasing Price Lists | Purchasing Transactions |
| Purchasing Transaction Subtotals | Vendor Compliance Definitions |
| Vendor Compliance Records | Vendor Compliance Types |
| Tax Records | Tax Solutions |
| How to get Project Estimates from Sage Intacct? | 1. Open Coefficient pane → “Import from Objects.”2. Select “Project Estimates” → “Import.”Coefficient brings estimate data into Excel. |
| How do I get a list of Project Estimates in Sage Intacct? | Use “Import from Objects,” choose “Project Estimates.”All estimate records load instantly. |
| How to export Project Estimates to Excel? | Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct. |
| How do I update Project Estimates from Excel to Sage Intacct? | Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back. |
| How to send email alerts about Project Estimates data? | Configure an email automation in Coefficient.Select estimate fields and schedule.Receive notifications on estimate changes. |
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
-
How to get Employee Positions from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Employee Positions” → “Import.”Coefficient brings position data into Excel.
-
How do I get a list of Employee Positions in Sage Intacct?
Use “Import from Objects,” choose “Employee Positions.”All position records load instantly.
-
How to export Employee Positions to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
-
How do I update Employee Positions from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
-
How to send email alerts about Employee Positions data?
Configure an email automation in Coefficient.Select position fields and schedule.Receive notifications on changes.
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