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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.”
Track reimbursement requests in real time by importing them from Sage Intacct into Excel. This guide shows you how to install Coefficient, import requests, and schedule automatic refresh.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Reimbursement Requests” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable 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 do I import Reimbursement Requests into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Reimbursement Requests.”
- Click Import to fetch requests.
Requests sync live for easy management.
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Can I filter requests by employee?
- Click “Add Filter” in the import dialog.
- Select Employee field and criteria.
- Import filtered list.
Shows only matching requests.
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How do I update requests back to Sage Intacct?
- Edit in Excel.
- Use “Export to Sage Intacct.”
- Map fields and confirm.
Two-way sync keeps data aligned.
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Is auto-refresh available for requests?
- Click “Refresh” in the sidebar.
- Set your schedule and save.
- Data updates automatically.
Stay current without manual effort.
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Where can I find more on Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Explore Platform Services > Web Services in Sage Intacct.
Consult docs for full object definitions.
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