How to Import Contacts Data from Razorpay into Excel

Managing your Razorpay contacts in Excel gives you better visibility into your payment relationships. But manual exports waste time and quickly become outdated.

A direct connection between Razorpay and Excel keeps your data fresh and analysis accurate.

Step-by-step guide to importing Razorpay Contacts into Excel

Step 1: Install Coefficient and connect to Razorpay

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Razorpay account.

1. Insert tab Open Excel and click on the
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import Data Razorpay Clickand selectfrom the list of connectors
7. Follow the authentication prompts to connect your Razorpay account

Step 2: Import Contacts data from Razorpay

Now that you’re connected, you can import your Contacts data.

1. Import from Objects In the Coefficient sidebar, select
2. Contacts Choosefrom the list of available objects
3. Select the fields you want to import (or choose “Select All”)
4. Apply any filters if needed to narrow down your data
5. Import Clickto bring your Contacts data into Excel

Step 3: Set up auto-refresh (Optional)

Keep your Razorpay Contacts data fresh with automatic updates.

1. Refresh Click thebutton in the Coefficient data block header
2. Schedule Refresh Selectfrom the dropdown menu
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate your auto-refresh schedule

Your Razorpay Contacts data will now update automatically according to your schedule, ensuring you always have the most current information for your analysis and reporting.

Take control of your Razorpay data

Importing Contacts 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 data fresh and your analysis accurate.

The live connection ensures you’re always working with the most current information. Set up automated refreshes to eliminate the need for manual exports and imports.

Your payment processing data becomes more valuable when it’s accessible in Excel, where you can create custom reports, visualizations, and combine it with other business data.

Plus, with Coefficient’s automation features, you can set up alerts and scheduled reports to keep your team informed of important changes or trends in your Razorpay data.

Try Coefficient todayReady to streamline your Razorpay data workflow?and transform how you work with your payment processing data.