How to Import Role Assignments Data from Sage Intacct into Excel

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

Learn how to import Role Assignments object data from Sage Intacct into Excel using Coefficient for mapping users to roles.

sage intacct

“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.”

5 star rating coeff g2 badge

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

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Assignment ID, User ID, Role ID appear correctly; rename headers.
  • Auto-refresh (optional) Click “Refresh,” choose schedule, and save.
  • 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
    +29 more

    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
    +29 more

    Frequently Asked Questions

    • How to get Role Assignments from Sage Intacct?

      down-chevron

      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?

      down-chevron

      Use “Import from Objects,” choose “Role Assignments.”All assignments load instantly.

    • How to export Role Assignments to Excel?

      down-chevron

      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?

      down-chevron

      Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.

    • How to send email alerts about Role Assignments data?

      down-chevron

      Configure an email automation in Coefficient.Select assignment fields and schedule.Receive notifications on new assignments.

    500,000+ happy users
    Get Started Now
    Connect any system to Google Sheets in just seconds.
    Get Started

    Trusted By Over 50,000 Companies