Category: Razorpay

Tracking vendor payments is crucial for managing cash flow and vendor relationships. But manually exporting Razorpay reports wastes time and creates stale data.

With Coefficient, you can pull live Vendor Payments reports directly into Excel. No more CSV exports or manual updates.

Step-by-step guide to importing Razorpay Vendor Payments reports

Step 1: Install Coefficient and connect to Razorpay

First, add Coefficient to your Excel workbook:

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import Data Clickand select Razorpay from the list of connectors
7. Follow the authentication prompts to connect your Razorpay account

Step 2: Import Vendor Payments report data

Now that you’re connected, let’s import your Vendor Payments report:

1. Import from Reports In the Coefficient sidebar, select
2. Browse or search for “Vendor Payments” in the list of available reports
3. Select the columns you want to import (or choose “Select All”)
4. Apply any filters to narrow down the data (optional)
5. Import Clickto pull the data into your Excel worksheet

Step 3: Set up auto-refresh for real-time data

Keep your vendor payment data fresh with automatic updates:

1. ⋮ Click the(three dots) menu 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 the auto-refresh schedule

Your Vendor Payments report will now update automatically according to your schedule. No more manual exports!

Take control of your payment data

Managing vendor payments is critical for financial health. With Coefficient, you’ve now got a direct pipeline from Razorpay to Excel.

No more manual exports. No more outdated data. Just live payment information that updates automatically.

This setup gives you more than convenience. It creates a foundation for better financial analysis, forecasting, and vendor relationship management.

Your finance team can focus on insights instead of data gathering. Your payment tracking becomes more accurate. And your reporting becomes more timely.

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

Tracking your payment flows through Razorpay Account Statements is crucial for financial oversight. But manually exporting this data to Excel wastes time and creates outdated reports.

Let’s fix that problem for good.

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-in for Excel:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient”
5. Click Add to install Coefficient from the Office Add-ins store

Once installed, you’ll see the Coefficient sidebar. Click “Import Data” to begin.

Next, connect to your Razorpay account:

1. Select “Razorpay” from the list of available connectors
2. Click “Connect”
3. Enter your Razorpay credentials when prompted
4. Authorize Coefficient to access your Razorpay data

Step 2: Import the Account Statement report

Now that you’re connected, let’s import your Account Statement report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Account Statement” in the reports list
3. Select the Account Statement report
4. Configure any filters you need (date range, payment status, etc.)
5. Click “Import” to bring the data into your Excel spreadsheet

Your Account Statement data will now appear in your Excel worksheet, with all transactions, balances, and payment details organized in columns.

Step 3: Set up auto-refresh (optional)

Keep your Account Statement data fresh without manual updates:

1. Click on the “…” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Excel spreadsheet will automatically update with the latest Account Statement data from Razorpay according to your schedule.

Take control of your Razorpay financial data

Importing your Razorpay Account Statement reports into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your financial data current and accessible. This approach eliminates the tedious export-import cycle and ensures your financial analysis is always based on the latest information.

The ability to schedule automatic refreshes means your Excel reports will update themselves without any intervention. You can build dashboards and analyses on top of this data, knowing they’ll always reflect the current state of your Razorpay account.

For finance teams tracking payment flows, reconciling accounts, or monitoring transaction patterns, this direct connection saves hours of work each week while improving data accuracy.

try CoefficientReady to streamline your Razorpay reporting? Stop exporting CSVs andto create a direct, live connection between your payment data and Excel.

Need your Razorpay financial data in Excel? Manually exporting Comparative Income Statement data is tedious and creates outdated reports.

A better way exists. Connect directly to Razorpay and pull live data into Excel.

Step-by-step guide to importing Razorpay Comparative Income Statement data

Step 1: Install Coefficient and connect to Razorpay

First, you’ll need to install the Coefficient add-in for Excel.

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import from…” to see available data sources

Now connect to your Razorpay account:

1. Scroll through the connectors and find Razorpay under Finance & Accounting
2. Click on Razorpay
3. Follow the authentication prompts to connect your account
4. Grant necessary permissions for Coefficient to access your data

Step 2: Import Comparative Income Statement data

With Razorpay connected, you can now import your financial data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Find and select “Comparative Income Statement” from the list of available objects
3. Configure any filters you need (date range, specific accounts, etc.)
4. Choose where in your spreadsheet you want the data to appear
5. Click “Import” to bring the data into Excel

Your Comparative Income Statement data will now populate in your Excel worksheet, maintaining all the structure and relationships from Razorpay.

Step 3: Set up auto-refresh (optional)

Keep your data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported data
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Excel spreadsheet will automatically update with the latest Razorpay data according to your schedule. No more manual exports!

Take control of your Razorpay financial data

Importing your Comparative Income Statement data from Razorpay into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a direct connection that keeps your financial data fresh and accurate.

The setup process takes just minutes. Once configured, you’ll have a live link between Razorpay and Excel that updates automatically on your schedule.

This approach eliminates data entry errors, saves hours of manual work, and ensures your financial analysis is always based on the most current information.

Financial reporting becomes more efficient and reliable when your Razorpay data flows directly into your Excel spreadsheets. Your team can focus on analysis rather than data gathering.

Try Coefficient todayReady to streamline your financial reporting process?and transform how you work with Razorpay data in Excel.

Managing payment data from Razorpay in Excel helps finance teams track transactions, analyze payment trends, and create custom financial reports without manual exports.

This guide shows you how to import Razorpay Payments data into Excel using Coefficient for live, auto-updating reports.

Step-by-Step Guide to Importing Razorpay Payments Data

Step 1: Install Coefficient and Connect to Razorpay

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”
7. Select “Razorpay” from the list of available connectors
8. Log in to your Razorpay account when prompted

Step 2: Import Payments Data from Razorpay

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Payments” from the list of available Razorpay objects
3. Select the columns you want to import (e.g., payment ID, amount, status, created_at, etc.)
4. Apply any filters if needed (e.g., date range, payment status)
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Live Data

1. With your imported data selected, click “Schedule Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule

Now your Razorpay payment data will automatically update according to your schedule, ensuring you always have the most current information in your Excel spreadsheet.

Tracking payouts in Razorpay is crucial for financial reconciliation. But jumping between platforms to access this data wastes time and creates version control nightmares.

What if your payout data lived right in Excel, where you actually need it?

Step-by-step guide to importing Razorpay Payouts reports

Step 1: Install Coefficient and connect to Razorpay

First, add Coefficient to your Excel workflow:

1. Insert Open Excel and click on thetab
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Import Data Once installed, open the Coefficient sidebar and click

Now connect your Razorpay account:

1. Finance & Accounting In the Coefficient sidebar, scroll to thesection
2. Razorpay Find and select
3. Follow the authentication prompts to connect your account
4. Grant necessary permissions for Coefficient to access your Razorpay data

Step 2: Import Payouts reports data

With your connection established, let’s import the Payouts report:

1. Import from Reports In the Coefficient sidebar, select
2. Payouts Browse or search forin the reports list
3. Configure any filters you need (date range, payout status, etc.)
4. Import Clickto bring your Payouts data into Excel

Your Razorpay Payouts data now lives in Excel. Each row represents a payout transaction with details like amount, status, fees, and timestamps.

Step 3: Set up auto-refresh for live data

Keep your Payouts data fresh without manual updates:

1. Refresh Click thebutton in the Coefficient data panel above your imported data
2. Schedule Refresh Selectfrom the dropdown
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for important changes

Now your Razorpay Payouts data will update automatically on your schedule. Build your reports and dashboards with confidence knowing the data stays current.

Take control of your Razorpay data

Importing Razorpay Payouts reports into Excel doesn’t have to be a manual chore. With Coefficient, you’ve seen how to create a direct connection that keeps your payment data fresh and actionable.

This approach eliminates the tedious export-import cycle and prevents the analysis paralysis that comes from working with outdated information. Your finance team can focus on insights rather than data wrangling.

The auto-refresh capabilities ensure you’re always working with current data, while the ability to set up alerts keeps your team informed of important changes without constant monitoring.

Best of all, your Razorpay data now lives where you actually need it—in Excel, alongside your other financial data and analysis tools.

Try Coefficient todayReady to streamline your payment data workflow?and transform how you work with Razorpay data.

Tracking purchase orders is vital for managing cash flow and vendor relationships. But manually exporting Razorpay data to Excel wastes time and creates outdated reports.

Let’s fix that. This guide shows you how to create a live connection between Razorpay and Excel.

Step-by-step guide to importing Razorpay Purchase Orders into Excel

Step 1: Install Coefficient and connect to Razorpay

First, you need to install the Coefficient add-in and connect it to your Razorpay account:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”
7. Select Razorpay from the list of connectors
8. Follow the authentication prompts to connect your Razorpay account

Step 2: Import Purchase Orders report data

Now that you’re connected, let’s import your Purchase Orders report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Purchase Orders” in the list of available reports
3. Select the Purchase Orders report
4. Configure any filters you need (date range, status, etc.)
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring the data into Excel

Step 3: Set up auto-refresh (optional)

Keep your Purchase Orders data fresh without manual updates:

1. In the Coefficient sidebar, find your imported data under “Imports”
2. Click the three dots menu next to your Purchase Orders import
3. Select “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times for the refresh to occur
6. Click “Save” to activate the auto-refresh schedule

Now your Purchase Orders report will automatically update according to your schedule, ensuring you always have the latest data for analysis and reporting.

Take control of your Razorpay data

Importing Purchase Orders reports from Razorpay into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

The setup process takes just minutes. Once configured, you’ll have real-time access to your Purchase Orders data directly in Excel, where you can analyze it alongside other business metrics.

Auto-refresh capabilities ensure you’re always working with the latest information. And with Coefficient’s automation features, you can distribute reports and set up alerts to keep your team informed of important changes.

Stop wasting time on manual exports and outdated data. Start making faster, more informed decisions with live Razorpay data in your Excel spreadsheets.

Try Coefficient todayReady to streamline your financial reporting?and see how easy it can be to work with your Razorpay Purchase Orders data.