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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.”
Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Reimbursements” > Import.
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Step 3:
Apply filters if desired, 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 Reimbursements into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Reimbursements.”
- Click Import to fetch reimbursement data.
Coefficient keeps your reimbursements live and accurate.
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Can I filter reimbursements by approval date?
- Click “Add Filter” in the import dialog.
- Select Approval Date field and set criteria.
- Import filtered results.
Only matching records will load.
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How do I update reimbursements 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 reimbursements?
- 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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