Coefficient’s Sage Intacct connector empowers users to efficiently manage accounting, financials, and operations by streamlining key tasks, such as multi-entity management, vendor tracking, data consolidation, and budgeting. When integrated with Coefficient, Sage Intacct enables users to automate financial operations, enhancing accuracy, saving time, and facilitating better decision-making throughout the organization.
Schedule your Import, Snapshots, and Add Automations
Connecting to Sage Intacct
When you begin a Sage Intacct import for the first time, you will need to go through a few steps to connect to Sage Intacct as a data source with Coefficient. 💚
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1. Open the Coefficient Sidebar and click Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Sage Intacct. |
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4. Enter your Sage Intacct credentials and click "Connect" to proceed. ℹ️ NOTE: Before setting up the connection, please ensure that CoefficientMPP is added to your list of authorized Sender IDs in Sage Intacct. You can follow the steps in this video guide. |
5. You’ll be redirected to the Connection Settings to confirm your new connection. From there, you can choose to share this connection with your team.
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Import from Sage Intacct
Import from Objects & Fields
This import type enables you to create ad-hoc reports, providing additional flexibility in your analysis.
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1. From the Coefficient Sidebar, select “Import from…”. |
2. Select “Sage Intacct” from the list. |
3. Choose "From Objects & Fields". |
4. Select the Sage Intacct Object from the Import Preview window, then click “Next”.
5. Select the desired fields for your import. There may be fields selected (by default) - you can add/remove them as needed. The Import Preview window will update based on the fields selected/unselected. Customize your import by adding filters, sorts, or limits. Click Import when finished.
6. Congratulations on your first Sage Intacct import from Objects & Fields! 🎉
Import from Custom Report
Using a report to import data is a powerful time-saver — instead of picking objects and fields one by one, enter the report name and instantly bring in exactly what you need.
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1. From the Coefficient Sidebar, select “Import from…”. |
2. Select “Sage Intacct” from the list. |
3. Choose "Custom Reports". |
4. Enter the name of the custom report as it appears in the Sage UI, then click "Next".
5. Select the fields you’d like to include in your import. Some may be pre-selected based on the fields in your report, but you can add or remove fields as needed. The Import Preview will update automatically based on your selections. Once you're ready, click Import to proceed.
6. Congratulations! You've successfully created your first Coefficient import from a Sage Custom Report. 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
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FAQs for Sage Intacct
Is there an option to import the standard reports from Sage Intacct?
Currently, Coefficient only supports importing custom reports from Sage Intacct, as standard reports are not accessible through the Sage API. If you need to import a standard report, we recommend recreating it as a custom report within Sage.
I'm getting an "End Date is not valid" error when importing a custom report from Sage Intacct. How can I fix this?
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In your connection settings (Coefficient Sidebar, Menu, Connected Sources, Sage), navigate to Advanced Settings and locate the Date Format dropdown. You can select the format that matches the date configuration used in your Sage Intacct account. Ensuring these formats match is essential for accurate data syncing and to prevent errors during import or export.
ℹ️ NOTE: To view your current date format in Sage Intacct:
Make sure this format matches the one selected in your connection’s Advanced Settings for seamless data integration. |