How to Import Invoices Data from Paymo into Google Sheets

Bringing your Paymo Invoices data into Google Sheets helps you manage client billing, track invoice status, and analyze payment collection directly in your spreadsheet.

Get this invoice data into your Sheet automatically, simplifying financial tracking.

This guide shows you exactly how to import your Paymo Invoices data into Google Sheets with Coefficient.

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Step-by-Step Guide: Importing Your Paymo Data

Getting your Paymo Invoices data into Google Sheets is simple with Coefficient. Just follow these steps:

step:1

step-title:Install and Connect Coefficient

First, add Coefficient to your Google Sheet.

Open Google Sheets. Go to Extensions > Add-ons > Get add-ons. Search for “Coefficient” and install it from the Google Workspace Marketplace.

After installing, open Coefficient from Extensions > Coefficient > Launch.

In the Coefficient sidebar, find and click on the Paymo connector to start the connection. Log into your Paymo account when prompted to authorize Coefficient.

step:2

step-title:Import Your Invoices Data

Once connected, you can pull your data.

In the Coefficient sidebar, click the “Import from” button and select “Paymo Objects”. Choose “Invoices” from the list of available data objects.

step:3

step-title:Configure and Import

Now, decide exactly what data you want.

Select the specific fields (columns) you need for your analysis. You can also apply filters or sort the data directly in Coefficient before you import.

When everything is set, click the “Import” button. Your Paymo Invoices data will load straight into your Google Sheet.

step:4

step-title:Set Up Auto-Refresh (Optional)

Keep your Invoices data current automatically.

Find your import in the Coefficient sidebar. Click the refresh icon’s dropdown menu and choose “Schedule”.

Pick how often you want the data to update – for example, daily or hourly. This keeps your spreadsheet fresh without manual work.