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Tracking your Razorpay General Ledger data is crucial for financial oversight. But manually exporting this data creates outdated reports and wastes precious time.
What if you could pull this data directly into Excel and keep it fresh automatically?
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 General Ledger Report
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Step 4:
Configure any filters and import the data
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Step 5:
Set up auto-refresh to keep your data updated
Step-by-step guide to importing Razorpay General Ledger Report data
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.
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Import Data Once installed, open the Coefficient sidebar and click
- Razorpay Selectfrom the list of connectors
- Follow the authentication prompts to connect your Razorpay account
Step 2: Import General Ledger Report data
Now that you’re connected, you can import your General Ledger Report data.
- Import from Objects In the Coefficient sidebar, select
- General Ledger Report Browse or search forin the objects list
- Select the columns you want to import (or choose “Select All”)
- Apply any filters to narrow down the data if needed
- Import Clickto bring the data into your Excel spreadsheet
Step 3: Set up auto-refresh (optional)
Keep your General Ledger Report data fresh with automatic updates.
- ⋮ Click the(three dots) menu next to your imported data
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh
- Save Clickto activate the auto-refresh schedule
That’s it! Your Razorpay General Ledger Report data is now in Excel and will stay updated based on your schedule.
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 data
Importing your Razorpay General Ledger Report data into Excel doesn’t have to be complicated. With Coefficient, you can create a direct connection that keeps your financial data fresh and accessible.
This approach eliminates manual exports, reduces errors, and saves hours of repetitive work. Your finance team can focus on analysis instead of data gathering.
The auto-refresh capability ensures you’re always working with the latest information, making your financial reporting more reliable and timely.
Plus, with access to both reports and objects from Razorpay, you can build comprehensive dashboards that give you complete visibility into your payment operations.
Try Coefficient todayReady to streamline your Razorpay reporting?and transform how you work with financial data in Excel.
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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 General Ledger Report from Razorpay?
Razorpay provides General Ledger Report data through their API, but accessing it directly requires technical knowledge. You’d need to:
- Generate API keys in your Razorpay dashboard
- Make API calls to retrieve the data
- Parse the JSON responses
Coefficient simplifies this by connecting directly to Razorpay and importing the data with just a few clicks.
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How do I get a list of General Ledger Report in Razorpay?
To get a list of General Ledger Reports in Razorpay:
- Log into your Razorpay dashboard
- Navigate to Reports section
- Look for General Ledger under financial reports
With Coefficient, you can skip these steps and import the data directly into Excel where it’s easier to analyze.
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How do I import General Ledger Report from Excel to Razorpay?
Razorpay doesn’t provide a native way to import data from Excel. You’d typically need to:
- Format your Excel data according to Razorpay’s requirements
- Use their API to upload the data
- Handle any errors or validation issues
Coefficient offers two-way sync capabilities that let you push Excel data back to Razorpay with proper validation.
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How do I update General Ledger Report from Excel to Razorpay?
Updating General Ledger data in Razorpay from Excel is challenging without specialized tools. The process typically involves:
- Identifying the records to update
- Using Razorpay’s API with the correct endpoints
- Handling authentication and error responses
Coefficient streamlines this with its Excel add-in that handles the technical complexities for you.
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How to automate importing Razorpay General Ledger Report to Excel daily?
Without specialized tools, automating daily imports would require:
- Writing custom scripts using Razorpay’s API
- Setting up scheduled tasks on a server
- Managing error handling and notifications
Coefficient’s auto-refresh feature handles this automatically, letting you schedule imports hourly, daily, or weekly with just a few clicks.
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