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.

Connecting to Sage Intacct

Configuration for Financial Reports

Import from Sage Intacct

Import from Objects & Fields

Import from Custom Report

Import from Financial Reports

Schedule your Financial Report Imports

Schedule your Import, Snapshots, and Add Automations

FAQs for Sage Intacct

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. 💚

Configuration for Financial Reports

You can import your financial reports into Coefficient by connecting to Amazon S3 cloud storage in Sage Intacct. To get started, you will first need to configure Amazon S3 within your Sage Intacct environment. 

5. Log in to your Sage account. Go to "Applications", click "Company", and choose "Cloud storage".

6. Click "Add" to create a new cloud storage entry. 

10. Copy and paste the Bucket and Path name, then click Save. 

11. Go back to Coefficient and click "I've completed setup in Sage". You can now start setting up your Sage Financial Reports imports. 

Import from Sage Intacct

Import from Objects & Fields

This import type enables you to create ad-hoc reports, providing additional flexibility in your analysis.

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.

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. 🎉

Import from Financial Reports

Now that you have completed the Financial Report configuration in Sage, you can begin creating imports with Coefficient, pulling in your data from these Financial Reports. 

ℹ️ NOTE: This section is for imports that you plan to pull in one time (not refresh). If you would like to import a report and schedule it for refresh, please refer to the steps in the section below. 

1. Navigate to your Sage instance, find "Reports", then choose "Reports center".

2. Choose the report that you want to import with Coefficient, click "More actions", and choose "Process and Store".

3. A new window will open, so make sure your pop-up blockers aren't enabled. Choose the "Store in cloud" option. Look for the cloud storage you created, and it will auto-populate the "Path. Add a Report name, choose "Excel" as the Report type, then click OK once done. 

ℹ️ IMPORTANT: Make sure you have pop-up blockers disabled from Sage, or you may miss the window that should appear. 

8. Congratulations on your first import from a Sage Financial report! 💰

ℹ️ NOTE: This option is a one-time import and cannot be scheduled to refresh. If you need to refresh your import from a Financial Report, see the steps below. 

Schedule your Financial Report Imports

You can also schedule your financial reports to refresh automatically, eliminating the need for manual imports. 

1. Navigate to your Sage instance, find "Reports", then choose "Reports center".

2. Choose the report that you want to import to Coefficient, click "More actions", and choose "Edit Schedule".

3. Pick a date when you want to import to start refreshing automatically.

7. Scroll down to the "Delivery options", check the "Store in cloud" option, look for the cloud storage you created, and it will auto-populate the "Path". Add a unique Report name, choose "Excel" as the Report type, then click "Save" once done. 

12. Your import is now scheduled to refresh! 🙌🏼

ℹ️ IMPORTANT: The refresh schedule will not appear in the Coefficient sidebar. You will need to enable refresh schedules in BOTH Sage Intacct and Coefficient for reports to update correctly. 

• Configuring a refresh schedule in Sage Intacct ensures the report is written to the Amazon S3 bucket each day.
• Configuring a refresh schedule in Coefficient enables it to read the updated report from the S3 bucket on a recurring basis.

If the schedule is enabled only in Sage, the report will continue to update in S3, but Coefficient will not read the new data.
If the schedule is enabled only in Coefficient, Coefficient will continue to read the report, but it will be a stale version that does not update.

For the report to refresh as expected, both schedules must be enabled.

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:

FAQs for Sage Intacct

I created a scheduled report in Sage Intacct, but I don’t see it in Coefficient. What should I do?

Sage Intacct publishes scheduled reports to cloud storage (Amazon S3) once per day, typically around midnight. If you need to import a report right away, we recommend creating a one-time report instead, as outlined above. In that case, the report should appear in Coefficient within a few minutes after it’s set up in Sage.

I'm getting an "End Date is not valid" error when importing a custom report from Sage Intacct. How can I fix this?

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: Log in to your Sage Intacct account. Go to Profile > My Preferences. Scroll down to the Date Format section under General Preferences. Make sure this format matches the one selected in your connection’s Advanced Settings for seamless data integration.