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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 Vendor Compliance Definitions from Sage Intacct into Excel to review your compliance rules and standards. In this guide, you’ll install Coefficient, import compliance definitions, and set up auto-refresh for ongoing governance tracking.
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” > “Vendor Compliance Definitions” > 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 Vendor Compliance Definitions into Excel?
- Install Coefficient and connect your Sage Intacct account.
- Select “Import from Objects” > “Vendor Compliance Definitions.”
- Click Import to fetch compliance rules.
Coefficient keeps your governance data live and accurate.
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Can I filter definitions by compliance type?
- Click “Add Filter” in the import dialog.
- Select Compliance Type and set criteria.
- Import filtered definitions.
Only matching rules will load.
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How do I update definitions back to Sage Intacct?
- Edit definition rows in Excel.
- Click “Export to Sage Intacct.”
- Map columns and confirm export.
Two-way sync keeps standards aligned.
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Is auto-refresh available for definitions?
- Click “Refresh” in the sidebar.
- Choose your schedule and save.
- Data updates automatically.
Your compliance data stays current automatically.
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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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