How to Import Timesheets Data from Sage Intacct into Excel

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

Learn how to import Sage Intacct Timesheets into Excel using Coefficient for accurate work tracking and payroll integration.

sage intacct

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Pull live Timesheets from Sage Intacct into Excel to monitor hours worked and streamline payroll. In this guide, you’ll install Coefficient, import timesheet data, and set up automatic refresh for up-to-date records.

TLDR

  • Step 1:

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

  • Step 2:

    Choose “Import from Objects” > “Timesheets” > 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 menu with import, export, automations, and AI Sheet Assistant options.
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.
Auto-refresh options for imported data with 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 Timesheets into Excel?

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    • Install Coefficient and connect Sage Intacct.
    • Select “Import from Objects” > “Timesheets.”
    • Click Import to fetch timesheet data.

    Coefficient keeps your work logs live and accurate.

  • Can I filter timesheets by date or employee?

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

    Only matching records will load.

  • How do I update timesheets back to Sage Intacct?

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

    Two-way sync keeps your time entries aligned.

  • Is auto-refresh available for timesheets?

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

    Your timesheets stay current without 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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