How to Import Roles Data from Sage Intacct into Excel

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

Learn how to import Roles object data from Sage Intacct into Excel using Coefficient for user permission oversight.

sage intacct

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Importing Roles from Sage Intacct into Excel lets you audit user permissions and access levels quickly.

This guide covers connecting Coefficient, importing your Roles object, and automating refresh.

TLDR

  • Step 1:

    Install Coefficient, connect Sage Intacct.

  • Step 2:

    Select “Import from Objects” → “Roles.”

  • Step 3:

    Click “Import,” verify fields.

  • Step 4:

    Enable auto-refresh for live role data.

Step-by-Step Guide

Coefficient sidebar menu with import option
Finance and accounting connectors including Sage Intacct
  • Verify & rename Ensure fields like Role ID, Name, Permissions 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 Roles from Sage Intacct?

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      1. Open Coefficient pane → “Import from Objects.”2. Select “Roles” → “Import.”Coefficient loads role data into Excel.

    • How do I get a list of Roles in Sage Intacct?

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      Use “Import from Objects,” choose “Roles.”All roles load instantly.

    • How to export Roles to Excel?

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      Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.

    • How do I update Roles from Excel to Sage Intacct?

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

    • How to send email alerts about Roles data?

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      Configure an email automation in Coefficient.Select role fields and schedule.Receive notifications on role changes.

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