Excel Add-In for Intacct

Read, Write, and Update Intacct Data from Excel

The Intacct Excel Add-In is a powerful tool that allows you to connect with live data from Intacct, directly from Microsoft Excel. Use Excel to read, write, and update Intacct Contacts, Invoices, Transactions, Vendors, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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CData Excel Add-In for Intacct
 Included in Excel Add-In Subscriptions: 125+ Excel data access Add-Ins.

Your Intacct Data, Your Way!

The Excel Add-In for Intacct provides the easiest way to connect with Intacct data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Intacct tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Intacct Data From Excel

The Excel Add-In for Intacct is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Intacct Data.

Intacct Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.