How to Import Account Statement Reports from Razorpay into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import Razorpay Account Statement reports directly into Google Sheets using Coefficient for real-time financial data analysis and reporting.

Razorpay integration

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Tracking your Razorpay account statements in Google Sheets gives you better visibility into your financial flows. But manual exports waste time and quickly become outdated.

With a direct connection, you’ll have fresh data ready for analysis whenever you need it.

TLDR

  • Step 1:

    Install Coefficient from Google Workspace Marketplace

  • Step 2:

    Connect your Razorpay account

  • Step 3:

    Select Import from Reports and choose Account Statement

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated automatically

Step-by-step guide to importing Razorpay Account Statement reports

Step 1: Install Coefficient and connect to Razorpay

First, you’ll need to install the Coefficient add-on and connect it to your Razorpay account.

  1. Open your Google Sheet
  2. Extensions > Add-ons > Get add-ons Click on
  3. Search for “Coefficient” and install it from the Google Workspace Marketplace
  4. Once installed, open Coefficient from the Extensions menu
  5. Import Data In the Coefficient sidebar, click
  6. Razorpay Selectfrom the list of connectors
  7. Follow the prompts to authorize and connect your Razorpay account
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.

Step 2: Import the Account Statement report

Now that you’re connected, you can import your Account Statement report data.

  1. Import from Reports In the Coefficient sidebar, select
  2. Account Statement Browse or search forin the list of available reports
  3. Configure any filters you need (date range, payment status, etc.)
  4. Choose where in your spreadsheet you want the data to appear
  5. Import Clickto bring your Account Statement data into Google Sheets
Finance and accounting connectors including
    QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set up auto-refresh (optional)

Keep your Account Statement data fresh with automatic updates.

  1. Refresh Click thebutton next to your imported data
  2. Schedule Refresh Select
  3. Choose your preferred frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Save Clickto activate your auto-refresh schedule
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

That’s it! Your Razorpay Account Statement data will now be available in Google Sheets, ready for analysis, reporting, or sharing with your team.

Available Razorpay Data in Coefficient

Reports

  • Vendor Payments
  • Payouts
  • Account Statement
  • Purchase Orders
  • Vendor Invoices
  • Vendor Advances

Objects

  • Customers
  • Orders
  • Settlements
  • Documents
  • Invoices
  • Subscriptions
  • Payments
  • Refunds
  • Payment Links
  • Disputes

Take control of your Razorpay financial data

Importing your Razorpay Account Statement reports into Google Sheets gives you powerful analysis capabilities without the hassle of manual exports. With Coefficient, you can maintain a live connection to your financial data, ensuring you always have the most current information at your fingertips.

The ability to schedule automatic refreshes means your reports are always up-to-date. And with options to set up automated alerts and report distribution, you can keep your entire team informed about important financial metrics.

This approach eliminates data silos and empowers your team to make data-driven decisions based on accurate, timely financial information. No more waiting for reports or dealing with outdated exports.

Whether you’re tracking payments, analyzing cash flow, or preparing financial reports, having your Razorpay Account Statement data in Google Sheets streamlines your workflow and improves accuracy.

Try Coefficient todayReady to transform how you work with your Razorpay financial data?and experience the difference that live, automated data can make for your financial reporting.

Frequently Asked Questions

  • How to generate Account Statement report in Razorpay?

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    In Razorpay, navigate to the Reports section in your dashboard. Select “Account Statement” from the available reports. Set your desired date range and filters, then generate the report. Alternatively, use Coefficient to import this data directly into Google Sheets without manual exports.

  • How to automate importing Razorpay Account Statement to Google Sheets daily?

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    Manual imports are time-consuming and quickly become outdated. To automate:

    • Import your Account Statement using Coefficient
    • Click the “Refresh” button next to your data
    • Select “Schedule Refresh” and choose “Daily”
    • Set your preferred time
    • Save your settings

    Coefficient will now automatically update your data every day.

  • How do I create a Razorpay Account Statement in Google Sheets?

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    Creating Account Statements manually requires exporting from Razorpay and formatting in Google Sheets, which is tedious and error-prone. With Coefficient, simply:

    • Open the Coefficient sidebar
    • Connect to Razorpay
    • Select “Import from Reports”
    • Choose “Account Statement”
    • Import directly into your sheet
  • How to send Razorpay Account Statement by email automatically?

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    Sending regular financial reports requires consistent data and a reliable delivery system. To automate this process:

    • Import your Account Statement to Google Sheets using Coefficient
    • Set up auto-refresh to keep data current
    • Use Coefficient’s “Export” feature to schedule email delivery
    • Select recipients, frequency, and format

    Your team will receive fresh reports automatically.

  • How to send slack alerts about Account Statement data from Razorpay?

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    Monitoring financial data requires timely notifications when key metrics change. To set up Slack alerts:

    • Import your Razorpay Account Statement using Coefficient
    • Click “Automations” in the Coefficient sidebar
    • Select “Slack Alert” and choose your trigger conditions
    • Connect your Slack workspace
    • Specify the channel or person to receive alerts
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