How to Import Comparative Income Statement Data from Razorpay into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Comparative Income Statement data from Razorpay into Excel using Coefficient for real-time financial analysis and reporting.

Razorpay integration

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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 Manually exporting Comparative Income Statement data is tedious and creates outdated reports.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.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Razorpay account

  • Step 3:

    Select Import from Objects and choose Comparative Income Statement

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated

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
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.

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
Finance and accounting connectors including
    QuickBooks, Xero, NetSuite, and Stripe.

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
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

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

Available Razorpay Data in Coefficient

Reports

  • Vendor Payments
  • Payouts
  • Account Statement
  • Purchase Orders
  • Vendor Invoices
  • Vendor Advances

Objects

  • Customers
  • Orders
  • Settlements
  • Documents
  • Invoices
  • Subscriptions
  • Payments
  • Refunds
  • Payment Links
  • Disputes

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.

Frequently Asked Questions

  • How to get Comparative Income Statement from Razorpay?

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    In Razorpay, navigate to the Reports section and select Financial Reports. From there, you can access the Comparative Income Statement report which shows your income and expenses over different periods. Coefficient simplifies this process by letting you import this data directly into Excel with just a few clicks, keeping it automatically updated.

  • How do I get a list of Comparative Income Statement in Razorpay?

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    To get a list of Comparative Income Statements in Razorpay:

    • Log into your Razorpay dashboard
    • Go to Reports > Financial Reports
    • Select Comparative Income Statement
    • Set your date parameters

    With Coefficient, you can skip these steps and import this data directly into Excel, where it’s easier to analyze and share.

  • How do I import Comparative Income Statement from Excel to Razorpay?

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    Razorpay doesn’t have a native feature to import Excel data directly into their Comparative Income Statement. You’d typically need to manually enter this data or use their API. Coefficient offers a two-way sync that allows you to not only import data from Razorpay to Excel but also push updates back to certain Razorpay objects, streamlining your workflow.

  • How to automate importing Razorpay Comparative Income Statement to Google Sheets daily?

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    While manual exports require daily logins and downloads, automation is possible:

    • Install Coefficient in Google Sheets
    • Connect to your Razorpay account
    • Import the Comparative Income Statement data
    • Set up a daily refresh schedule

    Coefficient will then automatically update your data daily without any manual intervention.

  • How do I download Comparative Income Statement data from Razorpay?

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    In Razorpay, you can download Comparative Income Statement data by generating the report and clicking the export button, typically available in CSV or Excel format. With Coefficient, you get more flexibility – import the data directly into Excel where you can refresh it anytime, apply custom formatting, and integrate it with other data sources for comprehensive financial analysis.

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