How to Import Payouts Reports from Razorpay into Excel

Tracking payouts in Razorpay is crucial for financial reconciliation. But jumping between platforms to access this data wastes time and creates version control nightmares.

What if your payout data lived right in Excel, where you actually need it?

Step-by-step guide to importing Razorpay Payouts reports

Step 1: Install Coefficient and connect to Razorpay

First, add Coefficient to your Excel workflow:

1. Insert Open Excel and click on thetab
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Import Data Once installed, open the Coefficient sidebar and click

Now connect your Razorpay account:

1. Finance & Accounting In the Coefficient sidebar, scroll to thesection
2. Razorpay Find and select
3. Follow the authentication prompts to connect your account
4. Grant necessary permissions for Coefficient to access your Razorpay data

Step 2: Import Payouts reports data

With your connection established, let’s import the Payouts report:

1. Import from Reports In the Coefficient sidebar, select
2. Payouts Browse or search forin the reports list
3. Configure any filters you need (date range, payout status, etc.)
4. Import Clickto bring your Payouts data into Excel

Your Razorpay Payouts data now lives in Excel. Each row represents a payout transaction with details like amount, status, fees, and timestamps.

Step 3: Set up auto-refresh for live data

Keep your Payouts data fresh without manual updates:

1. Refresh Click thebutton in the Coefficient data panel above your imported data
2. Schedule Refresh Selectfrom the dropdown
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for important changes

Now your Razorpay Payouts data will update automatically on your schedule. Build your reports and dashboards with confidence knowing the data stays current.

Take control of your Razorpay data

Importing Razorpay Payouts reports into Excel doesn’t have to be a manual chore. With Coefficient, you’ve seen how to create a direct connection that keeps your payment data fresh and actionable.

This approach eliminates the tedious export-import cycle and prevents the analysis paralysis that comes from working with outdated information. Your finance team can focus on insights rather than data wrangling.

The auto-refresh capabilities ensure you’re always working with current data, while the ability to set up alerts keeps your team informed of important changes without constant monitoring.

Best of all, your Razorpay data now lives where you actually need it—in Excel, alongside your other financial data and analysis tools.

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