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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.”
Accessing your Sage Intacct Customers data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your finance and sales teams.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Sage Intacct Customers data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Sage Intacct account.
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Step 2:
Step 2. Select Import from… and choose Sage Intacct, then select the Customers object.
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Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Customers data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Sage Intacct in the list of connectors. You’ll be guided to connect your Sage Intacct account securely.
Step 2: Import Sage Intacct Customers Data
After connecting, you’ll see options for importing data from Sage Intacct.
- Select the “Customers” object from the available options.
- Choose the specific customers you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Sage Intacct Customers data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Sage Intacct based on your schedule.
Available Sage Intacct Objects
- Customers
- Deposits
- Expense Reports
- Fund Transfers
- Invoices
- Journal Entries
- Payments
- Tax Details
- Vendors
- ACCOUNTS PAYABLE
- ACCOUNTS RECEIVABLE
- Bank Interest Income/Charges
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 to get Customers from Sage Intacct?
Connect Sage Intacct to Google Sheets using Coefficient. You can then select the ‘Customers’ object and import the data directly into your sheet.
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How do I get a list of Customers in Sage Intacct?
Use Coefficient’s import feature for Sage Intacct. Select the ‘Customers’ object to pull a list of available customers into your Google Sheet.
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How to automate importing Sage Intacct Customers to Google Sheets daily?
With Coefficient, you can set up a daily auto-refresh schedule for your Sage Intacct Customers import. This keeps your sheet updated automatically.
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How do I download Customers data from Sage Intacct?
Coefficient allows you to download or import live Customers data from Sage Intacct directly into Google Sheets, avoiding manual export processes.
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How to send email alerts about Customers data from Sage Intacct?
While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Sage Intacct Customers data.
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