Access Live Sage Intacct Data in Google Sheets



Use Connect Spreadsheets by CData to gain access to live Sage Intacct data from your Google Sheets.

Looking for Connect Cloud instructions?

Your Connect Cloud account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Sage Intacct data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Sage Intacct within Connect Spreadsheets and accessing live Sage Intacct data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


Configure Sage Intacct Connectivity for Google Sheets

Connectivity to Sage Intacct from Google Sheets is made possible through Connect Spreadsheets. To work with Sage Intacct data from Google Sheets, we start by creating and configuring a Sage Intacct connection.

  1. Log into Connect Spreadsheets, click Connections and click Add Connection
  2. Select "Sage Intacct" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Sage Intacct.

    To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

    User, Password, and CompanyId are the credentials for the account you wish to connect to.

    SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

  4. Click Create & Test

With the connection configured, you are ready to connect to Sage Intacct data from Google Sheets.

Access Live Sage Intacct Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Sage Intacct data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on.
  4. Authorize the Add-On.
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
  7. In the Connect Spreadsheets panel in Google Sheets, click Import
  8. Choose a Connection (e.g. SageIntacct1), Table (e.g. Customer, and Columns to import
  9. Optionally add Filters, Sorting, and a Limit
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Live Access to Sage Intacct Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Sage Intacct data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.

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Learn more about Connect Spreadsheets or sign up for free trial access:

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