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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.”
Pull live Task Resources from Sage Intacct into Excel to see who’s assigned to each task and track utilization. In this guide, you’ll install Coefficient, import resource data, and configure auto-refresh for ongoing insights.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Task Resources” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
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 Task Resources into Excel?
- Install Coefficient and connect Sage Intacct.
- Select “Import from Objects” > “Task Resources.”
- Click Import to fetch resource assignments.
Coefficient keeps your allocations live and accurate.
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Can I filter by resource name?
- Click “Add Filter” in the import dialog.
- Select Resource Name and set criteria.
- Import filtered results.
Only matching resources will load.
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How do I update resources back to Sage Intacct?
- Edit the resource rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps assignments aligned.
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Is auto-refresh available for resources?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your resource data stays current without manual effort.
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Where can I learn more about Sage Intacct objects?
- Visit Coefficient’s Sage Intacct integration guide.
- Explore Platform Services > Web Services.
Consult docs for full definitions.
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