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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.”
Having live credit card entry data in Excel helps finance teams reconcile expenses fast. This guide shows you how to set up Coefficient, import Sage Intacct’s Rate Table Credit Card Entries, and automate data refreshes.
TLDR
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Step 1:
Install Coefficient and authorize Sage Intacct.
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Step 2:
Import from Objects > Rate Table Credit Card Entries.
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Step 3:
Filter if needed and click Import.
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Step 4:
Set up auto-refresh for continuous updates.
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 to get Rate Table Credit Card Entries from Sage Intacct?
- Install Coefficient for Excel & connect Sage Intacct.
- Choose “Import from Objects” > “Rate Table Credit Card Entries.”
- Click Import to load entries.
Coefficient keeps data live and reconciled.
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How do I get a list of Rate Table Credit Card Entries in Sage Intacct?
- Open Platform Services > Web Services in Sage Intacct.
- Locate “Rate Table Credit Card Entries” under Objects.
Or import the list directly via Coefficient.
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How do I import Rate Table Credit Card Entries from Excel to Sage Intacct?
- Edit credit card entries in Excel.
- Use Coefficient’s “Export to Sage Intacct.”
- Map fields and push the update.
Two-way syncing is seamless with Coefficient.
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How do I update Rate Table Credit Card Entries from Excel to Sage Intacct?
- Modify entries in your spreadsheet.
- Click “Export” in Coefficient.
- Confirm and apply changes.
Your Sage Intacct credit card data stays in sync.
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How do I download Rate Table Credit Card Entries data from Sage Intacct?
- Connect Sage Intacct via Coefficient.
- Select “Import from Objects” > “Rate Table Credit Card Entries.”
- Import into Excel.
Entries appear immediately in your workbook.
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