How to Import Purchase Orders Reports from Razorpay into Excel

Tracking purchase orders is vital for managing cash flow and vendor relationships. But manually exporting Razorpay data to Excel wastes time and creates outdated reports.

Let’s fix that. This guide shows you how to create a live connection between Razorpay and Excel.

Step-by-step guide to importing Razorpay Purchase Orders into Excel

Step 1: Install Coefficient and connect to Razorpay

First, you 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”
7. Select Razorpay from the list of connectors
8. Follow the authentication prompts to connect your Razorpay account

Step 2: Import Purchase Orders report data

Now that you’re connected, let’s import your Purchase Orders report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Purchase Orders” in the list of available reports
3. Select the Purchase Orders report
4. Configure any filters you need (date range, status, etc.)
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring the data into Excel

Step 3: Set up auto-refresh (optional)

Keep your Purchase Orders data fresh without manual updates:

1. In the Coefficient sidebar, find your imported data under “Imports”
2. Click the three dots menu next to your Purchase Orders import
3. Select “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times for the refresh to occur
6. Click “Save” to activate the auto-refresh schedule

Now your Purchase Orders report will automatically update according to your schedule, ensuring you always have the latest data for analysis and reporting.

Take control of your Razorpay data

Importing Purchase Orders reports from Razorpay 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 accurate.

The setup process takes just minutes. Once configured, you’ll have real-time access to your Purchase Orders data directly in Excel, where you can analyze it alongside other business metrics.

Auto-refresh capabilities ensure you’re always working with the latest information. And with Coefficient’s automation features, you can distribute reports and set up alerts to keep your team informed of important changes.

Stop wasting time on manual exports and outdated data. Start making faster, more informed decisions with live Razorpay data in your Excel spreadsheets.

Try Coefficient todayReady to streamline your financial reporting?and see how easy it can be to work with your Razorpay Purchase Orders data.