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Importing Sage Intacct’s Rate Table Purchase Order Entries into Excel simplifies purchase tracking and budget management. Follow these steps to connect, import, and automate refreshes with Coefficient for real-time visibility.
TLDR
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Step 1:
Install Coefficient and connect your Sage Intacct account.
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Step 2:
Import from Objects > Rate Table Purchase Order Entries.
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Step 3:
Apply filters and click Import.
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Step 4:
Enable auto-refresh for ongoing 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 Purchase Order Entries from Sage Intacct?
- Install Coefficient and connect to Sage Intacct.
- Use “Import from Objects” > “Rate Table Purchase Order Entries.”
- Click Import to load data.
Data will stay live and up to date.
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How do I get a list of Rate Table Purchase Order Entries in Sage Intacct?
- Go to Platform Services > Web Services in Sage Intacct.
- Find “Rate Table Purchase Order Entries” under Objects.
Or import via Coefficient directly into Excel.
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How do I import Rate Table Purchase Order Entries from Excel to Sage Intacct?
- Edit your sheet with purchase order entry updates.
- Click “Export to Sage Intacct” in Coefficient.
- Map fields and confirm.
Coefficient handles the two-way sync.
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How do I update Rate Table Purchase Order Entries from Excel to Sage Intacct?
- Make changes in Excel.
- Use Coefficient’s export feature.
- Review and push updates.
Updates apply instantly in Sage Intacct.
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How do I download Rate Table Purchase Order Entries data from Sage Intacct?
- Connect Sage Intacct via Coefficient.
- Select “Import from Objects” > “Rate Table Purchase Order Entries”.
- Import into your Excel workbook.
You’ll see live entries ready to analyze.
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