How to Import Account Statement Reports from Razorpay into Excel

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 But manually exporting this data to Excel wastes time and creates outdated reports.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.