How to Import Vendor Compliance Definitions Data from Sage Intacct into Excel

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

Learn how to import Sage Intacct Vendor Compliance Definitions into Excel using Coefficient for standardized compliance rule management.

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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

  • Step 1:

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

  • Step 2:

    Select “Import from Objects” > “Vendor Compliance Definitions” > 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 showing import options.
Connector list with Sage Intacct objects.
Auto-refresh setup interface.

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 Vendor Compliance Definitions into Excel?

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    • 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.

  • Can I filter definitions by compliance type?

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    • Click “Add Filter” in the import dialog.
    • Select Compliance Type and set criteria.
    • Import filtered definitions.

    Only matching rules will load.

  • How do I update definitions back to Sage Intacct?

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

    Two-way sync keeps standards aligned.

  • Is auto-refresh available for definitions?

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

    Your compliance data stays current automatically.

  • 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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