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Managing payment data from Razorpay in Excel helps finance teams track transactions, analyze payment trends, and create custom financial reports without manual exports.
This guide shows you how to import Razorpay Payments data into Excel using Coefficient for live, auto-updating reports.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your Razorpay account
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Step 2:
Step 2: Select Import from Objects and choose Payments from the Razorpay data options
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Step 3:
Step 3: Configure columns and filters as needed for your payment data
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Step 4:
Step 4: Set up auto-refresh to keep your payment data updated automatically
Step-by-Step Guide to Importing Razorpay Payments Data
Step 1: Install Coefficient and Connect to Razorpay
- Open Excel
- Go to the Insert tab
- Click Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data”
- Select “Razorpay” from the list of available connectors
- Log in to your Razorpay account when prompted
Step 2: Import Payments Data from Razorpay
- In the Coefficient sidebar, select “Import from Objects”
- Choose “Payments” from the list of available Razorpay objects
- Select the columns you want to import (e.g., payment ID, amount, status, created_at, etc.)
- Apply any filters if needed (e.g., date range, payment status)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Live Data
- With your imported data selected, click “Schedule Refresh” in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Now your Razorpay payment data will automatically update according to your schedule, ensuring you always have the most current information in your Excel spreadsheet.
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
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 Payments from Razorpay?
In Razorpay, you can access payment data through the dashboard by navigating to the Payments section. This shows all transactions processed through your account with details like amount, status, and customer information. Coefficient simplifies this by importing your payment data directly into Excel, giving you more flexibility for analysis and reporting.
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How do I get a list of Payments in Razorpay?
To view all payments in Razorpay, log into your dashboard and go to the Payments section. You can filter by date range, payment status, or payment method to narrow down results. With Coefficient, you can import this entire list into Excel with just a few clicks and apply custom filters directly in your spreadsheet.
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How do I download Payments data from Razorpay?
Razorpay allows you to download payment data as CSV or Excel files from your dashboard:
- Go to the Payments section
- Apply any filters you need
- Click the “Export” button
Coefficient offers a better solution by creating a live connection to your Razorpay account, so your Excel data stays up-to-date automatically.
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How to automate importing Razorpay Payments to Excel daily?
Manual exports from Razorpay require daily logins and downloads, which is time-consuming. With Coefficient, you can set up automatic refreshes:
- Import your Payments data
- Click “Schedule Refresh”
- Select daily frequency and your preferred time
Your Excel sheet will update automatically with fresh data every day.
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How to send email alerts about Payments data from Razorpay?
Razorpay doesn’t offer built-in email alerts for specific payment data thresholds or conditions. Coefficient solves this with its Alerts feature:
- Set up conditions based on your payment data (e.g., payments over $1000)
- Configure email notifications
- Choose recipients and frequency
This ensures your team is notified about important payment events automatically.
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