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Managing payment data efficiently is crucial for financial teams. Importing Razorpay data directly into Excel gives you the power to analyze transactions, track payments, and build custom reports.
Skip the manual exports. Connect to live data instead.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Razorpay account
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Step 3:
Select Import from Objects and choose your desired dataset
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Step 4:
Configure refresh settings to keep your data updated automatically
How to import Razorpay objects into Excel
Follow these simple steps to get your Razorpay data flowing into Excel:
Step 1: Install Coefficient and connect to Razorpay
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar and click “Import”
- Select Razorpay from the list of available connectors
- Follow the authentication prompts to connect your Razorpay account
Step 2: Import Razorpay objects data
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the available Razorpay objects (Customers, Orders, Payments, etc.)
- Select the specific object you want to import
- Choose the fields you need from that object
- Apply any filters to narrow down your data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set up auto-refresh (Optional)
- Click on the “⋮” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Razorpay data will stay current without manual updates. This ensures your reports and analyses always reflect the latest payment information.
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 payment data
Importing Razorpay data into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your payment data fresh and actionable.
Financial teams can build more accurate reports. Analysts can spot trends faster. Customer support can access payment histories instantly.
The days of CSV exports and manual data entry are over. Coefficient bridges the gap between your payment processor and your spreadsheets.
Your Razorpay data holds valuable insights about your business. Don’t let those insights get trapped in a dashboard or lost in static exports.
Try Coefficient todayReady to transform how you work with payment data?and experience the power of live Razorpay data in Excel.
Related Razorpay Use Cases
How to Import Account Statement Reports from Razorpay into Google Sheets
Learn how to import Razorpay Account Statement reports directly into Google Sheets using Coefficient for real-time financial data analysis and reporting.
How to Import Contacts Data from Razorpay into Excel
Learn how to seamlessly import Razorpay Contacts data into Excel using Coefficient. This step-by-step guide shows you how to create live, auto-updating reports with your payment processing data.
How to Import Contacts Data from Razorpay into Google Sheets
Learn how to import Razorpay Contacts data directly into Google Sheets using Coefficient. Get real-time payment data for better financial analysis and reporting.
Frequently Asked Questions
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How to get payment data from Razorpay?
Traditionally, you’d need to log into your Razorpay dashboard, navigate to the payments section, and manually export the data as a CSV file. This process is time-consuming and creates static data that quickly becomes outdated. Coefficient offers a better way by creating a direct connection to Razorpay, allowing you to import live payment data into Excel with just a few clicks.
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How do I get a list of customers in Razorpay?
To get a list of customers from Razorpay, you would typically:
- Log into your Razorpay dashboard
- Navigate to the Customers section
- Export the list manually
With Coefficient, you can import your customer list directly into Excel and set it to refresh automatically, ensuring you always have the most current customer information.
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How do I download payment data from Razorpay?
The standard method involves exporting CSV files from your Razorpay dashboard, which creates static snapshots of your data. This approach requires manual updates each time you need fresh information. Coefficient eliminates this hassle by establishing a live connection between Razorpay and Excel, allowing you to import and automatically refresh payment data whenever needed.
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How to automate importing Razorpay data to Excel daily?
Manual data imports are time-consuming and prone to errors. To automate Razorpay data imports:
- Install Coefficient in Excel
- Connect to your Razorpay account
- Import your desired data
- Click the menu (⋮) next to your import
- Select “Schedule Refresh” and set a daily schedule
Your data will now update automatically every day without any manual intervention.
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How to send email alerts about payment data from Razorpay?
Monitoring payment data typically requires constant dashboard checks or manual report generation. This is inefficient for busy teams. With Coefficient, you can set up automated email alerts based on your Razorpay payment data. Simply import your data, create conditions for alerts (like payment failures or large transactions), and configure email distribution schedules to keep your team informed.
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