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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
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Step 1:
Install Coefficient, connect Sage Intacct.
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Step 2:
Select “Import from Objects” → “Roles.”
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Step 3:
Click “Import,” verify fields.
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Step 4:
Enable auto-refresh for live role 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
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How to get Roles from Sage Intacct?
1. Open Coefficient pane → “Import from Objects.”2. Select “Roles” → “Import.”Coefficient loads role data into Excel.
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How do I get a list of Roles in Sage Intacct?
Use “Import from Objects,” choose “Roles.”All roles load instantly.
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How to export Roles to Excel?
Click “Export to Excel,” map fields, then run.Your sheet syncs back to Sage Intacct.
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How do I update Roles from Excel to Sage Intacct?
Choose “Export to Sage Intacct,” configure mappings, then “Update.”Edits push back.
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How to send email alerts about Roles data?
Configure an email automation in Coefficient.Select role fields and schedule.Receive notifications on role changes.
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