Name: Coefficient
Brand: Coefficient
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How to Import Items Data from Xero into Google Sheets

Managing inventory in Xero is crucial for your business. But analyzing that data in spreadsheets often means tedious exports that quickly become outdated.

What if your Items data could flow directly into Google Sheets and stay fresh?

This guide shows you exactly how to create that connection using Coefficient.

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account
Step 3:

Select Import from Objects and choose Items
Step 4:

Configure any filters and import the data
Step 5:

Set up auto-refresh to keep your data current

How to import Xero Items data into Google Sheets

Follow these simple steps to get your Xero Items data flowing into Google Sheets.

Step 1: Install Coefficient and connect to Xero

Open Google Sheets
Click Extensions > Add-ons > Get add-ons
Search for “Coefficient” and install from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
In the sidebar, click “Import Data”
Select “Xero” from the list of connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Items data from Xero

In the Coefficient sidebar, select “Import from Objects”
Choose “Items” from the list of available objects
Select the fields you want to import (Code, Name, Description, Purchase Price, Sales Price, etc.)
Apply any filters if needed (e.g., only active items)
Click “Import” to bring your Items data into Google Sheets

Step 3: Set up auto-refresh (optional but recommended)

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

That’s it! Your Xero Items data is now in Google Sheets and will stay updated based on your schedule.

Available Xero data in Coefficient

Coefficient lets you import both reports and objects from Xero. Here’s what’s available:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently asked questions

Take control of your inventory data

Importing Xero Items data into Google Sheets opens up powerful analysis possibilities. You can track inventory trends, create custom reports, and share insights with your team.

With Coefficient, this connection stays live. No more manual exports or outdated data.

The auto-refresh feature ensures your spreadsheets always reflect what’s in Xero. Set it up once, and your data flows automatically.

Plus, you can build automations to alert your team when inventory levels change or prices update.

try Coefficient todayReady to transform how you work with Xero inventory data? Stop struggling with manual exports andto create a live connection between Xero and Google Sheets.

How to Import Payments Data from Xero into Google Sheets

Tracking payments in Xero is crucial for monitoring cash flow. But analyzing this data in spreadsheets often means tedious exports that quickly become outdated.

What if your payment data could update automatically in Google Sheets?

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account
Step 3:

Select Import from Objects and choose Payments
Step 4:

Configure columns and filters as needed
Step 5:

Set up auto-refresh to keep data current

How to import Xero Payments data into Google Sheets

Follow these simple steps to get your Xero Payments data flowing into Google Sheets.

Step 1: Install Coefficient and connect to Xero

Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
Once installed, click on the Coefficient icon in the sidebar
Select “Import Data” from the menu options
Find and select “Xero” from the list of available connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Payments data from Xero

In the Coefficient sidebar, select “Import from Objects”
Browse or search for “Payments” in the objects list
Select the columns you want to import (e.g., Date, Amount, Reference, Status)
Apply any filters if needed (e.g., date range, payment status)
Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional but recommended)

Click on the Coefficient icon in your spreadsheet
Find your imported Payments data and click the three dots menu
Select “Schedule Refresh”
Choose your preferred frequency (hourly, daily, weekly)
Set specific times for the refresh to occur
Click “Save” to activate automatic updates

That’s it! Your Xero Payments data will now appear in your Google Sheet and update automatically based on your settings.

Available Xero data in Coefficient

Coefficient lets you access both reports and objects from Xero. Here’s what’s available:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Common questions about importing Xero Payments data

Take control of your Xero payment data

Importing Xero Payments data into Google Sheets with Coefficient transforms how you monitor and analyze your cash flow. The days of manual exports and outdated spreadsheets are over.

With live data connections, you can build dynamic dashboards that show payment trends, aging analysis, and reconciliation status. Your finance team will save hours each week while gaining deeper insights.

The auto-refresh capability ensures everyone works with the most current information. And with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed.

Best of all, this integration requires zero coding skills. The point-and-click interface makes it accessible to anyone familiar with spreadsheets.

Try Coefficient todayReady to streamline your payment tracking and analysis?and experience the difference that live, automated Xero data can make for your financial reporting.

How to Import Profit and Loss Report from Xero into Excel

Financial reporting shouldn’t eat up your day. Yet finance teams spend hours exporting Xero data and building reports in Excel.

What if your Profit and Loss Report could update itself? With live data from Xero?

This guide shows you how to import your Xero Profit and Loss Report directly into Excel using Coefficient.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect your Xero account to Excel
Step 3:

Select Import from Reports and choose Profit and Loss Report
Step 4:

Configure your report parameters
Step 5:

Set up auto-refresh to keep your data current

Step-by-step guide to importing Xero Profit and Loss Report

Step 1: Install Coefficient and connect to Xero

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

Open Excel
Go to the Insert tab
Click Get Add-ins
Search for “Coefficient”
Click Add to install

Once installed, open the Coefficient sidebar and click “Import Data” to begin.

Next, select Xero from the list of available connectors. You’ll be prompted to log in to your Xero account and authorize Coefficient to access your data.

Step 2: Import your Profit and Loss Report

After connecting to Xero:

Select “Import from Reports” in the Coefficient sidebar
Browse or search for “Profit and Loss Report”
Configure your report parameters (date range, comparison periods, etc.)
Click “Import” to bring your data into Excel

Your Profit and Loss Report will now appear in your Excel worksheet, formatted and ready for analysis.

Step 3: Set up auto-refresh (optional)

Keep your Profit and Loss data current by setting up automatic refreshes:

Click on any cell in your imported data
Open the Coefficient sidebar
Click “Schedule Refresh”
Choose your preferred frequency (hourly, daily, weekly)
Set specific times or days for updates

Now your Excel Profit and Loss Report will update automatically with the latest Xero data.

Available Xero reports and objects

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently asked questions

Take control of your financial reporting

Importing your Xero Profit and Loss Report 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 reduces the risk of errors. Your finance team can focus on analysis rather than data gathering.

The ability to schedule automatic refreshes means your reports are always up-to-date. And with Coefficient’s automation features, you can distribute these reports to stakeholders without lifting a finger.

Financial reporting becomes simpler, more accurate, and more valuable when you connect Xero directly to Excel. Your data stays fresh, your insights remain relevant, and your team saves countless hours.

Try Coefficient todayReady to transform how you work with Xero financial data?and experience the difference that live data makes.

How to Import Prepayments Data from Xero into Google Sheets

Managing prepayments in Xero is crucial for accurate financial reporting. But analyzing this data in spreadsheets often means tedious exports that quickly become outdated.

What if your prepayments data could flow directly into Google Sheets and stay fresh?

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account
Step 3:

Select Import from Objects and choose Prepayments
Step 4:

Configure columns and filters as needed
Step 5:

Set up auto-refresh to keep data current

Step-by-step guide to importing Xero Prepayments

Step 1: Install Coefficient and connect to Xero

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

Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
Click “Import Data” in the sidebar
Select “Xero” from the list of available connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Prepayments data

Now that you’re connected, let’s import your Prepayments data:

In the Coefficient sidebar, select “Import from Objects”
Find and select “Prepayments” from the list of available objects
Choose which columns you want to import (Amount, Reference, Date, Status, etc.)
Apply any filters if needed (e.g., date range, status)
Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional)

Keep your Prepayments data fresh with automatic updates:

Click on the imported data range
Open the Coefficient sidebar and select “Schedule Refresh”
Choose your preferred frequency (hourly, daily, weekly)
Set specific times for the refresh to occur
Click “Save” to activate the auto-refresh schedule

That’s it! Your Xero Prepayments data is now in Google Sheets and can stay updated automatically.

Available Xero data in Coefficient

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently asked questions

Take control of your Xero financial data

Importing Prepayments data from Xero into Google Sheets with Coefficient transforms how you work with financial information. No more manual exports or outdated data.

The direct connection ensures your spreadsheets always contain the most current information. This means more accurate reporting, better financial visibility, and less time spent on data management.

With auto-refresh capabilities, you can schedule updates to happen automatically. Set it once and your data stays fresh without any additional effort on your part.

Data alerts help you stay on top of important changes without constantly checking your spreadsheets. And the ability to share live reports with stakeholders ensures everyone has access to the same accurate information.

Try Coefficient todayReady to streamline your financial reporting?and experience the difference that live Xero data in Google Sheets can make for your business.

How to Import Purchase Orders Data from Xero into Google Sheets

Managing purchase orders in Xero is essential for tracking spending commitments. But analyzing this data directly in Xero can be limiting.

Moving your purchase order data to Google Sheets opens up powerful analysis options without the manual export headaches.

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account to Coefficient
Step 3:

Select Import from Objects and choose Purchase Orders
Step 4:

Configure columns and filters as needed
Step 5:

Set up auto-refresh to keep your data current

Step-by-step guide to importing Xero Purchase Orders

Step 1: Install Coefficient and connect to Xero

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

Open Google Sheets
Click on Extensions > Add-ons > Get add-ons
Search for “Coefficient” and install it from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
In the sidebar, click “Import Data”
Select “Xero” from the list of available connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Purchase Orders data

Now that you’re connected, you can import your Purchase Orders data:

In the Coefficient sidebar, select “Import from Objects”
Choose “Purchase Orders” from the list of available objects
Select the columns you want to import (e.g., Date, Contact Name, Reference, Status, Total)
Apply any filters if needed (e.g., filter by date range or status)
Click “Import” to bring the data into your Google Sheet

Step 3: Set up auto-refresh (Optional)

Keep your Purchase Orders data fresh with automatic updates:

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

With auto-refresh enabled, your Purchase Orders data will stay current without manual updates. This ensures your reports and analyses always reflect the latest information from Xero.

Available Xero data in Coefficient

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently Asked Questions

Take control of your purchase order data

Importing your Xero Purchase Orders into Google Sheets with Coefficient transforms how you work with financial data. The direct connection eliminates manual exports and ensures your data stays current.

With your purchase order data in Google Sheets, you can create custom reports, analyze spending patterns, and share insights with your team. The possibilities for analysis expand dramatically.

Coefficient’s scheduled refreshes mean you’ll always have the latest information without lifting a finger. Set it up once, and your data updates automatically on your schedule.

The ability to filter and customize which purchase order data you import gives you complete control over your financial reporting. Focus on what matters most to your business.

Try Coefficient todayReady to streamline your purchase order tracking and analysis?and experience the difference that live, connected data makes for your financial workflows.

How to Import Purchase Orders Data from Xero into Google Sheets

Managing purchase orders in Xero is essential for tracking spending commitments. But analyzing this data directly in Xero can be limiting.

Moving your purchase order data to Google Sheets opens up powerful analysis options without the manual export headaches.

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account to Coefficient
Step 3:

Select Import from Objects and choose Purchase Orders
Step 4:

Configure columns and filters as needed
Step 5:

Set up auto-refresh to keep your data current

Step-by-step guide to importing Xero Purchase Orders

Step 1: Install Coefficient and connect to Xero

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

Open Google Sheets
Click on Extensions > Add-ons > Get add-ons
Search for “Coefficient” and install it from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
In the sidebar, click “Import Data”
Select “Xero” from the list of available connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Purchase Orders data

Now that you’re connected, you can import your Purchase Orders data:

In the Coefficient sidebar, select “Import from Objects”
Choose “Purchase Orders” from the list of available objects
Select the columns you want to import (e.g., Date, Contact Name, Reference, Status, Total)
Apply any filters if needed (e.g., filter by date range or status)
Click “Import” to bring the data into your Google Sheet

Step 3: Set up auto-refresh (Optional)

Keep your Purchase Orders data fresh with automatic updates:

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

With auto-refresh enabled, your Purchase Orders data will stay current without manual updates. This ensures your reports and analyses always reflect the latest information from Xero.

Available Xero data in Coefficient

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently Asked Questions

Take control of your purchase order data

With your purchase order data in Google Sheets, you can create custom reports, analyze spending patterns, and share insights with your team. The possibilities for analysis expand dramatically.

Coefficient’s scheduled refreshes mean you’ll always have the latest information without lifting a finger. Set it up once, and your data updates automatically on your schedule.

The ability to filter and customize which purchase order data you import gives you complete control over your financial reporting. Focus on what matters most to your business.

Try Coefficient todayReady to streamline your purchase order tracking and analysis?and experience the difference that live, connected data makes for your financial workflows.

How to Import Quotes Data from Xero into Google Sheets

Tracking quotes in Xero is essential for sales forecasting and pipeline management. But analyzing this data directly in Xero can be limiting.

Moving your quotes data to Google Sheets opens up powerful analysis options. You can combine it with other data sources, create custom reports, and share insights with your team.

Let’s walk through how to import your Xero quotes data into Google Sheets using Coefficient.

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace and connect to your Xero account
Step 2:

Use the Coefficient sidebar to select Import from Xero
Step 3:

Choose Quotes from the objects list
Step 4:

Configure any filters you need and import the data
Step 5:

Set up auto-refresh to keep your quotes data current

Step-by-step guide to importing Xero quotes into Google Sheets

Step 1: Install Coefficient and connect to Xero

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

Open Google Sheets
Click on Extensions > Add-ons > Get add-ons
Search for “Coefficient” and install it from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
In the sidebar, click “Import Data”

Step 2: Connect to Xero and select Quotes object

Now it’s time to connect to Xero and select the quotes data you want to import.

In the Coefficient sidebar, select “Xero” from the list of connectors
If this is your first time, you’ll need to authenticate your Xero account
After connecting, select “Objects” (not Reports)
Find and select “Quotes” from the list of available objects

Step 3: Configure and import your quotes data

Now you can customize what quote data you want to bring into your spreadsheet.

Select which fields you want to import (e.g., QuoteID, ContactName, Date, ExpiryDate, Status, Total)
Apply any filters if you only want specific quotes (e.g., by date range or status)
Choose where in your spreadsheet you want the data to appear
Click “Import” to bring your Xero quotes data into Google Sheets

Step 4: Set up auto-refresh for your quotes data

Keep your quotes data fresh by setting up automatic refreshes.

Click on the Coefficient menu in your spreadsheet
Select “Manage Imports”
Find your Xero quotes import and click the three dots menu
Select “Schedule Refresh”
Choose how often you want the data to update (hourly, daily, weekly)

That’s it! Your Xero quotes data is now in Google Sheets and can be automatically refreshed on your schedule.

What data can you import from Xero?

Xero offers a wide range of financial data that you can import into Google Sheets using Coefficient. Here’s what’s available:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Ways to use Xero quotes data in Google Sheets

Once you’ve imported your quotes data, here are some powerful ways to use it:

Create a quotes pipeline dashboard to track conversion rates
Build aging reports to identify quotes that need follow-up
Analyze quote values by customer, product, or sales rep
Compare quote volumes and values month-over-month or year-over-year
Set up automated alerts when high-value quotes are about to expire

Take control of your Xero quotes data

Importing your Xero quotes into Google Sheets opens up a world of possibilities for better financial analysis and reporting. With Coefficient, this process becomes seamless and automated.

The live connection ensures your data is always current, eliminating the need for manual exports and imports. You can build custom reports that combine quotes with other financial data for a complete picture of your business.

Your team can collaborate on the same data in real-time, making it easier to track quote status, follow up on pending quotes, and forecast sales more accurately.

Try Coefficient todayPlus, with automated refreshes and alerts, you’ll never miss an opportunity to convert a quote into a sale. Ready to transform how you work with your Xero quotes data?and experience the difference that live, connected data can make for your business.

How to Import Trial Balance Report from Xero into Excel

Financial teams need accurate Trial Balance data to verify accounting accuracy. But exporting from Xero and manually updating Excel is tedious and error-prone.

A better way exists. Connect Xero directly to Excel and keep your financial data fresh automatically.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect your Xero account to Excel
Step 3:

Import the Trial Balance Report with a few clicks
Step 4:

Set up auto-refresh to keep your data current
Step 5:

Build custom reports and dashboards with live Xero data

How to import your Xero Trial Balance Report into Excel

Follow these simple steps to get your Xero Trial Balance Report into Excel using Coefficient:

Step 1: Install Coefficient and connect to Xero

Insert Open Excel and click on thetab
Get Add-ins Selectfrom the ribbon
Search for “Coefficient” in the Office Add-ins store
Add Clickto install Coefficient to Excel
Once installed, open the Coefficient sidebar by clicking its icon in the ribbon
Import from… Clickto begin connecting data sources

Step 2: Select Xero as your data source

Xero In the Import menu, find and selectunder the Finance & Accounting section
Connect Clickif this is your first time using Xero with Coefficient
Log in to your Xero account when prompted and authorize the connection
Reports Once connected, selectfrom the data type options
Trial Balance Report Find and selectfrom the available reports

Step 3: Configure and import your Trial Balance data

Choose your desired date range for the Trial Balance Report
Select any additional filters or parameters you need
Import Clickto bring your Trial Balance data into Excel
Your data will appear in the active worksheet, formatted and ready to use

Step 4: Set up auto-refresh to keep your data current

Refresh Click thebutton in the Coefficient sidebar
Schedule Refresh Selectto set up automatic updates
Choose your preferred frequency (hourly, daily, weekly)
Optionally, set up Slack or email notifications for important changes

That’s it! Your Xero Trial Balance Report is now connected to Excel. The data will refresh automatically based on your schedule, ensuring you always have the most current financial information for analysis and reporting.

Available Xero reports and objects in Coefficient

Coefficient lets you access a wide range of Xero data beyond just the Trial Balance Report. Here’s what you can import:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently asked questions

Take control of your financial data

Importing your Xero Trial Balance Report into Excel doesn’t have to be a manual chore. Coefficient creates a live connection between your financial data and spreadsheets.

This approach saves time, eliminates errors, and ensures your financial analysis is always based on current data. No more outdated exports or manual updates.

Finance teams can focus on analysis instead of data wrangling. Your Trial Balance data stays fresh with automatic updates, and you can build powerful custom reports that combine Xero data with information from other systems.

The best part? Setting this up takes minutes, not days. And once configured, your data pipeline runs automatically in the background.

Try Coefficient todayReady to transform how you work with Xero financial data?and see how easy it can be to keep your Excel spreadsheets connected to live Xero data.

How to Import Users Data from Xero into Google Sheets

Need your Xero Users data in Google Sheets? Manual exports waste time and quickly become outdated.

A better way exists. Connect Xero directly to your spreadsheets and keep your data fresh automatically.

This guide shows you exactly how to import Xero Users data into Google Sheets in minutes.

TLDR

Step 1:

Install Coefficient from Google Workspace Marketplace
Step 2:

Connect your Xero account
Step 3:

Select Import from Objects and choose Users
Step 4:

Configure any filters and import the data
Step 5:

Set up auto-refresh to keep your data updated automatically

How to import Xero Users data into Google Sheets

Follow these simple steps to get your Xero Users data flowing into Google Sheets:

Step 1: Install Coefficient and connect to Xero

Open Google Sheets
Click Extensions > Add-ons > Get add-ons
Search for “Coefficient” and install from Google Workspace Marketplace
Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
In the sidebar, click “Import Data”

Select “Xero” from the list of available connectors
Follow the authentication prompts to connect your Xero account

Step 2: Import Users data from Xero

After connecting to Xero, select “Import from Objects”
Choose “Users” from the list of available objects
Configure any filters you need to narrow down the data
Select the columns you want to import (or choose “Select All”)
Click “Import” to bring the data into your Google Sheet

Your Xero Users data will now appear in your Google Sheet. The data maintains a live connection to Xero, so you can refresh it anytime with a single click.

Step 3: Set up auto-refresh (optional)

With your imported data selected, click the “⋮” (three dots) menu in the Coefficient data panel
Select “Schedule Refresh”
Choose your preferred refresh frequency (hourly, daily, weekly)
Set the specific time and days for the refresh to occur
Click “Save” to activate the auto-refresh schedule

Now your Xero Users data will automatically update on your chosen schedule. No more manual exports or outdated information.

Available Xero data in Coefficient

Coefficient lets you import both reports and objects from Xero. Here’s what’s available:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently asked questions

Take control of your Xero data

Importing Xero Users data into Google Sheets doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and accessible.

This approach saves hours of tedious export-import work and eliminates the risk of working with outdated information. Your spreadsheets become powerful, real-time financial dashboards.

The best part? You can apply these same techniques to any Xero data object or report. Build comprehensive financial dashboards that combine data from multiple sources.

Finance teams can focus on analysis instead of data gathering. Executives get the insights they need without waiting for manual reports. Everyone works from the same accurate, up-to-date information.

Try Coefficient todayReady to transform how you work with Xero data?and see how easy it can be to keep your financial data flowing smoothly into Google Sheets.

How to Import Accounts Data from Xero into Excel

Need your Xero accounting data in Excel? Manually exporting it wastes time and creates outdated reports.

A live connection keeps your financial data fresh and analysis accurate.

Let’s walk through importing your Xero Accounts data into Excel using Coefficient.

TLDR

Step 1:

Install Coefficient from the Office Add-ins store
Step 2:

Connect to your Xero account
Step 3:

Select Import from Objects and choose Accounts
Step 4:

Configure any filters and import the data
Step 5:

Set up auto-refresh to keep your data updated automatically

How to import Xero Accounts data into Excel

Follow these simple steps to get your Xero Accounts data into Excel:

Step 1: Install Coefficient and connect to Xero

Open Excel and go to the Insert tab
Click on “Get Add-ins” in the Add-ins section
Search for “Coefficient” and click “Add”
Once installed, open the Coefficient sidebar
Click “Import” to see available data sources

Select Xero from the list of available connectors. You’ll be prompted to log in to your Xero account and authorize Coefficient to access your data.

Step 2: Import Accounts data from Xero

In the Coefficient sidebar, select “Import from Objects”
Find and select “Accounts” from the list of available objects
Choose the specific fields you want to import (Account ID, Name, Type, etc.)
Apply any filters if needed to narrow down the data
Click “Import” to bring the data into your Excel spreadsheet

Your Xero Accounts data will now appear in your Excel worksheet. The data maintains a live connection to Xero, so you can refresh it whenever needed.

Step 3: Set up auto-refresh (Optional)

Click on the “…” menu next to your imported data in the Coefficient sidebar
Select “Schedule Refresh”
Choose your preferred refresh frequency (hourly, daily, weekly)
Set the specific time and days for the refresh to occur
Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date Accounts data from Xero without any manual intervention.

Available Xero data in Coefficient

Coefficient allows you to import various types of data from Xero. Here’s what you can access:

Reports

Balance Sheet Report
Profit and Loss Report
Trial Balance Report

Objects

Accounts
Budgets
Users
Bank Transfers
Items
Payments
Prepayments
Batch Payments
Invoices
Contacts
Quotes
Purchase Orders

Frequently Asked Questions

Take control of your financial data

Importing Xero Accounts data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your financial data fresh and accurate.

This approach eliminates the need for manual exports and imports, reducing errors and saving valuable time. Your Excel spreadsheets become powerful financial analysis tools with always up-to-date information.

The ability to schedule automatic refreshes means your reports are always current without any manual intervention. This is particularly valuable for regular financial reporting and analysis.

Plus, with access to both Xero reports and objects, you have complete flexibility in how you analyze your financial data in Excel.

Try CoefficientReady to streamline your financial reporting?today and transform how you work with Xero data in Excel.