How to Import Rate Table Timesheet Entries Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Rate Table Timesheet Entries data into Excel using Coefficient for live reporting and automated refresh.

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Bringing Sage Intacct’s Rate Table Timesheet Entries into Excel gives finance teams instant access to time-tracking data alongside budgets and forecasts. In this guide, you’ll set up Coefficient, pull the entries live, and automate refreshes for up-to-date insights.

TLDR

  • Step 1:

    Install Coefficient in Excel and connect to your Sage Intacct account.

  • Step 2:

    Use “Import from Objects” > select Rate Table Timesheet Entries.

  • Step 3:

    Configure any filters and click Import.

  • Step 4:

    Enable auto-refresh to keep data up to date.

Step-by-Step Guide

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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
+41 more

Frequently Asked Questions

  • How to get Rate Table Timesheet Entries from Sage Intacct?

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    • Install the Coefficient add-in for Excel and connect your Sage Intacct account.
    • Select “Import from Objects” > “Rate Table Timesheet Entries”.
    • Click Import to pull live entries into your sheet.

    Coefficient keeps your timesheet data live and accurate.

  • How do I get a list of Rate Table Timesheet Entries in Sage Intacct?

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    • Log into Sage Intacct and open Platform Services > Web Services.
    • Find “Rate Table Timesheet Entries” under available objects.

    Or use Coefficient to fetch the full list directly into Excel.

  • How do I import Rate Table Timesheet Entries from Excel to Sage Intacct?

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    • In Coefficient, choose “Export to Sage Intacct” after editing your sheet.
    • Map your columns to the Rate Table Timesheet Entries fields.
    • Run the export to push updates back to Sage Intacct.

    Coefficient handles two-way sync with minimal setup.

  • How do I update Rate Table Timesheet Entries from Excel to Sage Intacct?

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    • Edit the entries in your Excel table.
    • Click “Export to Sage Intacct” in Coefficient.
    • Review mapped fields and confirm the update.

    Coefficient ensures accurate updates every time.

  • How do I download Rate Table Timesheet Entries data from Sage Intacct?

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    • Install Coefficient and connect to Sage Intacct.
    • Select “Import from Objects” > “Rate Table Timesheet Entries”.
    • Choose a local sheet and click Import.

    Your entries will appear instantly in Excel.

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