How to Import Timesheet Entries Data from Sage Intacct into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Sage Intacct Timesheet Entries into Excel using Coefficient for detailed time tracking and analysis.

sage intacct

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Bring live Timesheet Entries from Sage Intacct into Excel to review individual time records. In this guide, you’ll install Coefficient, import entry data, and set up automatic refresh for accurate reporting.

TLDR

  • Step 1:

    Install the Coefficient add-in and connect to Sage Intacct.

  • Step 2:

    Select “Import from Objects” > “Timesheet Entries” > Import.

  • Step 3:

    Apply filters if needed, then confirm.

  • Step 4:

    Enable auto-refresh to keep data updated automatically.

Step-by-Step Guide

Coefficient sidebar with import options.
Connector menu showing Sage Intacct objects.
Auto-refresh scheduling controls.

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
+41 more

Frequently Asked Questions

  • How do I import Timesheet Entries into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Timesheet Entries.”
    • Click Import to fetch time entry data.

    Coefficient keeps your entries live and accurate.

  • Can I filter entries by date or employee?

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    • Click “Add Filter” in the import dialog.
    • Select Date or Employee and set criteria.
    • Import filtered entries.

    Only matching records will load.

  • How do I update entries back to Sage Intacct?

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    • Edit entry rows in Excel.
    • Click “Export to Sage Intacct.”
    • Map columns and confirm export.

    Two-way sync keeps time data aligned.

  • Is auto-refresh available for entries?

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    • Click “Refresh” in the sidebar.
    • Choose your schedule and save.
    • Data updates automatically.

    Your entries stay current with no manual effort.

  • Where can I learn more about Sage Intacct objects?

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    • Visit Coefficient’s Sage Intacct integration guide.
    • Explore Platform Services > Web Services.

    Consult docs for full definitions.

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