Importing Sage Intacct’s Standard Tasks into Excel helps teams track project milestones and deliverables in real time. This guide shows you how to set up Coefficient, import tasks, and automate refresh.
TLDR
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Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Import from Objects > Standard Tasks.
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Step 3:
Apply filters and click Import.
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Step 4:
Enable auto-refresh for live 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
Frequently Asked Questions
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