How to Import Razorpay Invoices Data into Excel

Tracking your Razorpay invoices in Excel gives you better visibility into your payment flows. But manual exports waste time and quickly become outdated.

A direct connection keeps your data fresh and analysis accurate.

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

Step 1: Install Coefficient and connect to Razorpay

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

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 Data”

Now connect to your Razorpay account:

1. Select “Finance & Accounting” from the connector categories
2. Find and click on “Razorpay”
3. Follow the authentication prompts to connect your account

Step 2: Import Razorpay invoices data

With your Razorpay account connected, you can now import your invoices data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Invoices” from the list of available objects
3. Select the fields you want to import (invoice ID, amount, status, customer details, etc.)
4. Apply any filters if needed (date range, status, etc.)
5. Click “Import” to bring the data into your Excel spreadsheet

Your Razorpay invoices data will now appear in your Excel worksheet, ready for analysis.

Step 3: Set up auto-refresh for your invoice data

Keep your invoice data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time for updates
5. Click “Save” to activate the auto-refresh schedule

Now your Razorpay invoice data will automatically update according to your schedule, ensuring you always have the latest information for analysis and reporting.

What you can do with Razorpay invoice data in Excel

Once you’ve imported your Razorpay invoice data, you can:

• Create pivot tables to analyze invoice trends by customer, time period, or status
• Build dashboards to visualize payment patterns and identify bottlenecks
• Set up conditional formatting to highlight overdue invoices
• Combine invoice data with other financial metrics for comprehensive reporting
• Share automated reports with stakeholders via email or Slack

Start analyzing your Razorpay invoices in Excel today

Importing your Razorpay invoice data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and your analysis accurate.

The setup takes just minutes, and the time savings are immediate. No more CSV exports, manual data cleaning, or outdated reports.

Your finance team will appreciate having real-time invoice data at their fingertips. Your executives will love the improved reporting and insights. And you’ll save hours every week that used to be spent on data wrangling.

Whether you’re tracking payment trends, monitoring cash flow, or reconciling accounts, having your Razorpay invoice data in Excel gives you the flexibility and analytical power you need.

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