How to Connect Sage Intacct to Google Sheets

Sage Intacct is the financial system of record for thousands of mid-market SaaS and services companies — and one of the harder ERPs to get live data out of. The official Excel add-in works but is Excel-only and dated. The CSV export is fine for one-offs but a chore for monthly close. FP&A platforms like Adaptive solve the problem but cost $20k+/year. This guide walks through every realistic option, including the AWS-style four-credential Sage API authentication and Brooked's full setup.

Quick comparison: 5 ways to get Sage Intacct data into Sheets

The Sage Intacct Web Services credentials nobody documents

Sage Intacct's API is gated behind Web Services authorizations, and that's the step every other guide skips past. Before any connector can read Intacct data, you (or your Sage admin) need to set this up inside Intacct. Five credentials, two roles:

• Company ID — your Intacct company shortcode. Found at Company → Setup → Company → Company Information.
• User ID — a Web Services user dedicated to API access. Create one at Company → Setup → Users → Add. Set 'Allow user to access company web services' to Yes. Standard user-licence applies.
• User Password — the password you set when creating the Web Services user. Sage requires a complex password; rotate quarterly.
• Sender ID — your firm's Web Services partner ID. If you don't have one, request it from Sage ([email protected]) or ask your Sage account manager. Most third-party connectors (Brooked, Coefficient, CData) bundle their own Sender ID so you skip this step — check before requesting one.
• Sender Password — issued by Sage together with the Sender ID. Keep both in a secrets manager.

Then authorise the Sender to access your company: Company → Setup → Company → Subscriptions → Web Services → Sender IDs → Add. Paste in your Sender ID, set Status to Active, save. Until this is done, every API call returns the Sage error code XL03000006 — Authentication failed for company.

Multi-entity setups. If your Intacct is a consolidated multi-entity environment, you have two choices: connect with a top-level (Consolidation Office) user that has access to every entity, or set up entity-specific Web Services users and switch context per query. Brooked supports both — entity is a property of the connection, not the query.

API tier matters. Sage Intacct sells API access in three tiers (Essential, Select, Premier). Heavy reporting needs at least Select; otherwise you'll hit the 30-call-per-minute limit during morning sync windows. Confirm your tier with your Sage rep before scheduling many simultaneous refreshes.

Method 1 — Sage Intacct's Excel add-in

Sage Intacct publishes a downloadable Excel add-in that pulls reports directly into Excel via Sage's Web Services API. Free with the Web Services subscription (typically included on Enterprise). Install locally per user, configure with your tenant credentials, refresh within Excel.

Pros: Native, free, same data surface Brooked uses. Cons: Excel-only — no Sheets path. Per-user install. Refresh requires Excel open. UX is dated.

Method 2 — Manual CSV export

Every Sage Intacct report has an Export-to-CSV button. Click it, download the file, upload to Sheets via File → Import. Fine for one-off pulls; the standard monthly-close pain when you're doing it 15 reports at a time.

Method 3 — Adaptive Insights, Vena, Datarails, Mosaic

Full FP&A platforms with Sage Intacct as one of their many supported sources. They ingest Sage Intacct, normalise it, and provide a modelling, budgeting, and reporting environment. Strong for enterprise finance teams that need full planning workflows.

Pros: Purpose-built for FP&A. Strong modelling and forecasting features. Cons: $20k–60k/year minimum. Heavy implementation (weeks to months). Replaces the spreadsheet rather than augmenting it. Overkill if your need is "Sage data in a Sheet".

Method 4 — Apps Script + Sage Web Services API

Sage's Web Services API is SOAP-based, which means lots of XML in Apps Script. Possible but painful — you're writing XML payloads, signing requests, parsing XML responses. Most teams that start down this path move to a connector after the first schema change.

Pros: Free. Cons: SOAP XML. 6-minute Apps Script timeout. You maintain the script. Every Sage release potentially breaks something.

Method 5 — A Google Sheets add-on (Brooked)

Brooked handles Sage Intacct's four-credential auth flow, browses your standard reports and objects, supports multi-entity consolidation, schedules refresh, and includes two-way write-back for Journal Entries plus the AI agent for finance questions.

Step 1 — Install Brooked and create a Web Services User in Sage

Install Brooked from the Workspace Marketplace. In Sage Intacct, navigate to Company → Web Services Users → New. Give the user an ID ('brooked-ws'), set a strong password, and attach a role scoped to the data you want to expose.

Step 2 — Connect Sage Intacct in Brooked

Open the Brooked sidebar (Extensions → Brooked → Open) and click Add data source → Sage Intacct. Enter your Company ID, Web Services User ID, and password. The Sender ID and Sender Password are pre-filled (Brooked-issued). Click Test connection.

Step 3 — Pull a standard report or specific records

Brooked's Sage Intacct browser shows standard reports (P&L, Balance Sheet, AR Aging, Cash Flow, GL Detail) plus all objects (Journal Entry, Customer Invoice, AP Bill, etc.). Pick what you need, set period filters, pick a destination, and import.

Step 4 — Multi-entity consolidation

For consolidated reports across entities, connect with your top-level parent company login. Brooked pulls the consolidated view the same way Sage Intacct's UI does — intercompany eliminations, currency translation, the whole consolidation logic carries through. For entity-specific reports, connect each entity separately.

Step 5 — Schedule refresh and use the AI agent

Click the gear icon on the import. Toggle Auto-refresh and pick a cadence. For natural-language reporting, open Chat and ask: "What's our cash position by entity?" or "Show me AR aging buckets for the top 20 customers". The agent picks the right Sage Intacct report or object, pulls the data, and lands the result in the sheet with derived columns (variance, % of plan, days outstanding) added automatically.

Brooked AI — Sage Intacct

Live

Ask anything about your Sage Intacct data…

What about Microsoft Excel?

Sage Intacct's own Excel add-in is the right answer if Excel is your primary workbook. Coefficient also supports Sage Intacct on Excel + Sheets at the Pro tier. Most growing finance teams that try Excel-as-live with Sage land on Brooked + Sheets for live reporting, exporting to .xlsx when an Excel snapshot is needed for the monthly model or board deck.

The verdict — which method when

• I need a single report once

  → Sage CSV export. Native, free, takes 30 seconds. Don't over-engineer.

• My team primarily uses Excel

  → Sage's Excel add-in. Free, native, per-user install. The Excel-native path.

• I want a full FP&A platform with budgeting and modelling

  → Adaptive / Vena / Datarails. These replace the spreadsheet with a full FP&A workflow. Powerful but expensive ($20k+).

• I want live Sage Intacct data in Sheets with AI

  → Brooked. Faster than Apps Script, cheaper than FP&A platforms, supports multi-entity consolidation, includes the AI agent for finance reporting.

Troubleshooting common issues

Frequently asked questions