How to Import General Ledger Report Data from Razorpay into Google Sheets

Tracking your Razorpay financial data shouldn’t be a headache. But manually exporting General Ledger Reports wastes time and creates stale data.

What if you could pull this data directly into Google Sheets and keep it fresh?

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-on and connect it to your Razorpay account.

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open Coefficient from the Extensions menu
5. In the sidebar, click “Import Data”

1. Select “Razorpay” from the list of available connectors
2. 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.

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “General Ledger Report” in the objects list
3. Select the fields you want to import (or choose “Select All”)
4. Apply any filters if needed to narrow down your data
5. Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional but recommended)

Keep your General Ledger Report data fresh with automatic updates.

1. Click on the Coefficient icon in your spreadsheet
2. Find your imported data and click the three dots menu
3. Select “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set the specific time and days for updates
6. Click “Save” to activate automatic refreshes

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

Take control of your Razorpay financial data

Importing your Razorpay General Ledger Report data into Google Sheets 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 auto-refresh feature is particularly valuable for finance teams who need reliable, up-to-date data for reporting and decision-making.

Plus, with Coefficient’s automation capabilities, you can set up alerts and scheduled reports to keep stakeholders informed without manual intervention. This saves time and reduces the risk of missing important financial trends or issues.

The ability to combine Razorpay data with information from other systems in Google Sheets also opens up powerful analysis possibilities that aren’t available when working in isolated platforms.

Try Coefficient todayReady to streamline your financial reporting process?and transform how you work with Razorpay data in Google Sheets.