)
Written by
Table of Contents
“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.”
Importing Role Assignments from Sage Intacct into Excel lets you see which users have which roles at a glance.
This guide covers connecting Coefficient, importing your Role Assignments object, and automating refresh.
TLDR
-
Step 1:
Install Coefficient, connect Sage Intacct.
-
Step 2:
Select “Import from Objects” → “Role Assignments.”
-
Step 3:
Click “Import,” verify fields.
-
Step 4:
Enable auto-refresh for live assignment data.
Step-by-Step Guide
Complete Sage Intacct Object List
Bills
- Deposits
- Fund Transfers
- Journal Entries
- Tax Details
- ACCOUNTS PAYABLE
- Bank Interest Income/Charges
- Charge Payoffs
- Checking Account Reconciliations
- Other Receipts
- Audit History
- Entities
- Offline Jobs
Customers
- Expense Reports
- Invoices
- Payments
- Vendors
- ACCOUNTS RECEIVABLE
- Charge Card Transactions
- Charge Payoff Lines
- Credit Card Charges/Other Fees
- Advanced Audit Trails
- Contacts
- Locations
- Roles
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
-
How to get Role Assignments from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Role Assignments” → “Import.”Coefficient brings assignment data into Excel.
-
How do I get a list of Role Assignments in Sage Intacct?
Use “Import from Objects,” choose “Role Assignments.”All assignments load instantly.
-
How to export Role Assignments to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
-
How do I update Role Assignments from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
-
How to send email alerts about Role Assignments data?
Configure an email automation in Coefficient.Select assignment fields and schedule.Receive notifications on new assignments.
Trusted By Over 50,000 Companies
