How to Import Warehouse Transfers Data from Sage Intacct into Excel

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

Learn how to import your Sage Intacct Warehouse Transfers into Excel using Coefficient for real-time stock movement between locations.

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Track live Warehouse Transfers from Sage Intacct in Excel to manage stock movements between locations. In this guide, you’ll install Coefficient, import transfer data, and set up automatic refresh.

TLDR

  • Step 1:

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

  • Step 2:

    Choose “Import from Objects” > “Warehouse Transfers” > 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 Warehouse Transfers into Excel?

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    • Install Coefficient and connect your Sage Intacct account.
    • Select “Import from Objects” > “Warehouse Transfers.”
    • Click Import to fetch transfer records.

    Coefficient keeps your stock movements live and accurate.

  • Can I filter transfers by from/to location?

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    • Click “Add Filter” in the import dialog.
    • Select From Location or To Location and set criteria.
    • Import filtered results.

    Only matching transfers will load.

  • How do I update transfers back to Sage Intacct?

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

    Two-way sync keeps data aligned.

  • Is auto-refresh available for transfers?

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

    Your transfers 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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