How to Import Trial Balance Report Data from Razorpay into Google Sheets

Need your Razorpay Trial Balance Report data in Google Sheets? Financial teams often struggle with manual exports that quickly become outdated.

A live connection between Razorpay and Google Sheets solves this problem. Let’s explore how to set this up in minutes.

How to import Razorpay Trial Balance Report into Google Sheets

Follow these simple steps to get your Razorpay Trial Balance Report data flowing into Google Sheets.

Step 1: Install Coefficient and connect to Razorpay

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
• Once installed, click on the Coefficient icon in the sidebar
• Select “Import Data” from the menu
• Choose “Razorpay” from the list of available connectors
• Log in with your Razorpay credentials when prompted

Step 2: Import Trial Balance Report data

• After connecting to Razorpay, select “Import from Objects”
• Browse or search for “Trial Balance Report” in the objects list
• Choose the columns you want to import (or select all)
• Apply any filters if needed (date range, account types, etc.)
• Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional)

• Click on the “…” menu next to your imported data
• Select “Schedule Refresh”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times or days for the refresh to occur
• Click “Save” to activate automatic updates

That’s it! Your Razorpay Trial Balance Report data is now in Google Sheets and can be automatically refreshed on your schedule.

Working with your imported Razorpay data

Once your Trial Balance Report data is in Google Sheets, you can:

• Create custom financial reports and dashboards
• Perform trend analysis across different time periods
• Set up conditional formatting to highlight key metrics
• Share insights with stakeholders through charts and visualizations
• Combine with data from other sources for comprehensive reporting

Take control of your Razorpay financial data

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

This approach eliminates the need for constant exports and imports. Your finance team can focus on analysis rather than data gathering.

The ability to schedule automatic refreshes means your reports are always up-to-date. Set it once and let the system handle the rest.

Coefficient’s integration with Google Sheets makes it easy to build custom reports that combine Razorpay data with information from other systems. This gives you a complete financial picture in one place.

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