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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 Transaction Rules from Sage Intacct into Excel to review your automation settings. In this guide, you’ll install Coefficient, import rule data, and set up automatic refresh for ongoing compliance checks.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Transaction Rules” > 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 Transaction Rules into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Transaction Rules.”
- Click Import to fetch rule definitions.
Coefficient keeps your automation settings live and accurate.
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Can I filter rules by type?
- Click “Add Filter” in the import dialog.
- Select Rule Type and set criteria.
- Import filtered rules.
Only matching rules will load.
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How do I update rules back to Sage Intacct?
- Edit rule rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps settings aligned.
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Is auto-refresh available for rules?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your rules stay current with no 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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