How to Import Trial Balance Report Data from Razorpay into Excel

Need your Razorpay Trial Balance Report data in Excel? Manual exports waste time and quickly become outdated.

A direct connection keeps your financial data fresh and analysis-ready. Let’s set up a live link between Razorpay and Excel.

Step-by-step guide to importing Razorpay Trial Balance Report data

Step 1: Install Coefficient and connect to Razorpay

First, you’ll 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 Trial Balance Report data

Now that you’re connected, let’s import your Trial Balance Report data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Trial Balance Report” in the objects list
3. Select the columns you want to import (or choose “Select All”)
4. Apply any filters if needed to narrow down your data
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set up auto-refresh (Optional)

Keep your Trial Balance Report data fresh with automatic updates:

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

Your Razorpay Trial Balance Report data will now automatically update according to your schedule, ensuring you always have the most current financial information for analysis.

Take control of your Razorpay financial data

Importing your Razorpay Trial Balance Report data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a direct connection that keeps your financial data fresh and analysis-ready.

The setup process takes just minutes, and once configured, your data will flow automatically on your schedule. This eliminates the need for manual exports and ensures your financial analysis is always based on current information.

Your finance team can focus on analysis rather than data gathering, making better decisions with real-time insights. Plus, with automated alerts and scheduled reports, you’ll never miss important financial trends or changes in your Razorpay data.

Financial reporting shouldn’t be a bottleneck in your business operations. By connecting Razorpay to Excel with Coefficient, you transform static reports into dynamic, always-current financial dashboards that drive better business decisions.

Try Coefficient todayReady to streamline your financial reporting process?and see how easy it can be to keep your Razorpay data flowing into Excel.