How to Import Purchase Orders Reports from Razorpay into Google Sheets

Tracking purchase orders is vital for managing cash flow and vendor relationships. But manually exporting this data from Razorpay is tedious and error-prone.

With Coefficient, you can pull live Purchase Orders reports directly into Google Sheets. No more CSV exports or manual updates.

Step-by-step guide to importing Razorpay Purchase Orders reports

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.

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

Now connect to Razorpay:

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

Step 2: Import Purchase Orders report data

Once connected, you can import your Purchase Orders report:

• In the Coefficient sidebar, select “Import from Reports”
• Browse or search for “Purchase Orders” in the list of available reports
• Configure any filters you need (date range, vendor, status, etc.)
• Choose where in your spreadsheet you want the data to appear
• Click “Import” to pull the data into your Google Sheet

Your Purchase Orders data will now populate in your spreadsheet with all columns and rows from the report. The data maintains its structure, making it easy to analyze.

Step 3: Set up auto-refresh (optional)

Keep your Purchase Orders data fresh with automatic updates:

• Click on the Coefficient icon in your spreadsheet
• Find your imported Purchase Orders report in the data panel
• Click the three dots menu and select “Schedule Refresh”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times or days for the refresh to occur
• Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Purchase Orders data will update automatically according to your schedule. No more manual exports or updates needed.

Working with your Razorpay data

Once your Purchase Orders report is in Google Sheets, you can:

• Create custom calculations and formulas
• Build pivot tables to analyze vendor spending
• Generate charts and graphs for visual reporting
• Combine with data from other sources for comprehensive financial analysis
• Share insights with stakeholders through Google Sheets’ collaboration features

Take control of your Razorpay data today

Importing Purchase Orders reports from Razorpay into Google Sheets doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

This approach saves hours of manual work each month while ensuring your financial data is always up to date. Your team can focus on analysis rather than data gathering.

The ability to combine Purchase Orders data with other financial metrics in Google Sheets creates powerful reporting possibilities. Build custom dashboards that give you complete visibility into your vendor relationships and spending patterns.

Plus, with automated refreshes and alerts, you’ll never miss important changes in your Purchase Orders data. Stay on top of your financial commitments without the constant manual checking.

Try CoefficientReady to streamline your Razorpay reporting?today and transform how you work with your financial data.