Category: Razorpay

Tracking vendor invoices is crucial for managing your business expenses and maintaining healthy cash flow. Importing Razorpay Vendor Invoices reports into Google Sheets allows for better analysis, collaboration, and integration with your financial planning.

This guide will show you how to seamlessly import your Razorpay Vendor Invoices data into Google Sheets using Coefficient.

Step-by-Step Guide to Import Razorpay Vendor Invoices into Google Sheets

Step 1: Install Coefficient and Connect to Razorpay

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

Step 2: Import Vendor Invoices Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse through the available reports and select “Vendor Invoices”
3. Configure any filters you need (date range, vendor names, etc.)
4. Choose the destination cell in your Google Sheet where you want the data to appear
5. Click “Import” to bring your Vendor Invoices data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

1. After importing your data, click on the “Refresh” button in the Coefficient sidebar
2. Select “Schedule Refresh” to set up automatic updates
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up notifications for when data changes
5. Click “Save” to activate your auto-refresh schedule

With auto-refresh enabled, your Vendor Invoices report will stay up-to-date without manual intervention, ensuring you always have the latest financial data for analysis and decision-making.