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Managing payment data from Razorpay in Excel gives you more control over your financial reporting. But manual exports waste time and quickly become outdated.
With Coefficient, you can pull live Saved Searches data directly into your spreadsheets.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Razorpay account
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Step 3:
Select Import from Objects and choose Saved Searches
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Step 4:
Configure filters if needed and import the data
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Step 5:
Set up auto-refresh to keep your data current
Step-by-step guide to importing Razorpay Saved Searches into Excel
Step 1: Install Coefficient and connect to Razorpay
First, you’ll need to install the Coefficient add-in for Excel and connect it to your Razorpay account.
- Insert Open Excel and click on thetab
- Get Add-ins Clickin the ribbon
- Add Search for “Coefficient” and click
- Once installed, open the Coefficient sidebar
- Import from… Clickto see available data sources
- Razorpay Selectfrom the list of connectors
- Follow the authentication prompts to connect your account
Step 2: Import Saved Searches data
Now that you’re connected, you can import your Saved Searches data from Razorpay.
- Import from Objects In the Coefficient sidebar, select
- Saved Searches Browse or search forin the objects list
- Select the specific saved searches you want to import
- Choose which fields to include in your import
- Apply any filters to narrow down the data (optional)
- Import Clickto bring the data into your Excel worksheet
Step 3: Set up auto-refresh (optional)
Keep your Razorpay data fresh by setting up automatic refreshes.
- ⋮ Click the(three dots) menu next to your imported data
- Schedule Refresh Select
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Save Clickto activate the auto-refresh schedule
Your Razorpay Saved Searches data will now 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
Take control of your Razorpay data
Importing Saved Searches from Razorpay into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a direct connection that brings your payment data into your spreadsheets in just a few clicks.
The live connection ensures your data stays current, while the auto-refresh feature eliminates the need for manual updates. This means more time analyzing your payment data and less time managing imports and exports.
Plus, with access to both reports and objects from Razorpay, you can build comprehensive dashboards that give you complete visibility into your payment operations.
Whether you’re tracking customer payments, analyzing refund patterns, or monitoring disputes, having your Razorpay data in Excel gives you the flexibility to create custom reports tailored to your specific needs.
Try Coefficient todayReady to streamline your Razorpay reporting?and transform how you work with payment data in Excel.
Related Razorpay Use Cases
How to Import Account Statement Reports from Razorpay into Google Sheets
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How to Import Contacts Data from Razorpay into Excel
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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 Saved Searches from Razorpay?
To get Saved Searches from Razorpay, you would typically need to:
- Log into your Razorpay dashboard
- Navigate to the search functionality
- Create and save your search parameters
However, Coefficient simplifies this by letting you import Saved Searches directly into Excel with just a few clicks.
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How do I get a list of Saved Searches in Razorpay?
In the Razorpay dashboard, you can view your saved searches in the search section. These are custom filters you’ve created for frequently accessed data. With Coefficient, you can import this list directly into Excel by connecting your Razorpay account and selecting “Saved Searches” from the Objects menu.
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How do I import Saved Searches from Excel to Razorpay?
While Razorpay doesn’t have a native way to import saved searches from Excel, Coefficient offers a two-way sync for supported data types. Connect your Razorpay account in Coefficient, select the “Export to Razorpay” option, and follow the prompts to map your Excel data to the appropriate Razorpay fields.
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How to automate importing Razorpay Saved Searches to Excel daily?
To automate daily imports:
- Set up your initial import in Coefficient
- Click the three-dot menu next to your data
- Select “Schedule Refresh”
- Choose “Daily” and set your preferred time
- Save your settings
Coefficient will now automatically refresh your Razorpay data every day.
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How do I download Saved Searches data from Razorpay?
Razorpay allows manual downloads through their dashboard, but this creates static files that quickly become outdated. Coefficient provides a better solution by creating a live connection to your Razorpay account, importing Saved Searches directly into Excel where you can analyze, filter, and share the data while keeping it automatically updated.
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