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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.”
Get live Raw Account Balances from Sage Intacct into Excel to monitor your ledgers minute by minute. In this guide, you’ll install Coefficient, import balances, and set up automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Raw Account Balances” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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 do I import Raw Account Balances into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Raw Account Balances.”
- Click Import to fetch balances.
Coefficient keeps your balances live and accurate.
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Can I filter balances by period?
- Click “Add Filter” in the import dialog.
- Select the Period field and set criteria.
- Import filtered results.
Only matching balances will load.
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How do I update balances back to Sage Intacct?
- Edit the balance rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps your data in sync.
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Is auto-refresh available for balances?
- Click “Refresh” in the sidebar.
- Choose your refresh schedule.
- Save settings.
Your balances stay current without manual effort.
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