)
Written by
Table of Contents
“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 Tasks from Sage Intacct into Excel to monitor assignments, statuses, and deadlines in one sheet. In this guide, you’ll install Coefficient, import task data, and set up automatic refresh for real-time oversight.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Tasks” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
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
-
How do I import Tasks into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Tasks.”
- Click Import to fetch task records.
Coefficient keeps your task list live and accurate.
-
Can I filter tasks by status or due date?
- Click “Add Filter” in the import dialog.
- Select Status or Due Date and set criteria.
- Import filtered tasks.
Only matching tasks will load.
-
How do I update tasks back to Sage Intacct?
- Edit the task rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps assignments aligned.
-
Is auto-refresh available for tasks?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your tasks stay current without manual effort.
-
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.
Trusted By Over 50,000 Companies
