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“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 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
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 do I import Standard Tasks into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Standard Tasks.”
- Click Import to fetch tasks.
Tasks load live for easy tracking.
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Can I filter tasks by project?
- In the import dialog, click “Add Filter.”
- Choose Project field and criteria.
- Import filtered tasks.
Filtered data appears instantly.
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How do I push changes to tasks back to Sage Intacct?
- Edit tasks in Excel.
- Use “Export to Sage Intacct” in Coefficient.
- Map fields and confirm.
Two-way sync keeps tasks updated.
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Is auto-refresh available for task data?
- Click “Refresh” in Coefficient sidebar.
- Set frequency and save.
- Data updates automatically.
Stay current without manual pulls.
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Where can I learn more about Sage Intacct tasks?
- Visit Coefficient’s Sage Intacct docs.
- Explore Platform Services > Web Services.
Find full field definitions there.
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