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Tracking vendor advances in Razorpay is crucial for managing cash flow and vendor relationships. Importing this data into Excel allows for deeper analysis and integration with other financial reports.
This guide shows you how to seamlessly import Vendor Advances reports from Razorpay into Excel using Coefficient.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to Razorpay
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Step 2:
Step 2: Select Import from Razorpay and choose Vendor Advances report
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Step 3:
Step 3: Configure any filters and import the data to your Excel spreadsheet
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Step 4:
Step 4: Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import Razorpay Vendor Advances Reports
Step 1: Install Coefficient and Connect to Razorpay
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store and click “Add”
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon
- Click on “Import Data” to begin the import process
Step 2: Select Razorpay as Your Data Source
- In the Coefficient sidebar, scroll to the “Finance & Accounting” section
- Select “Razorpay” from the list of available connectors
- Log in to your Razorpay account when prompted
- After authentication, select “Reports” from the data type options
- Choose “Vendor Advances” from the list of available reports
Step 3: Configure and Import Your Data
- Apply any filters you need to customize your report (date range, vendor names, etc.)
- Select the columns you want to import
- Choose where in your Excel spreadsheet you want the data to appear
- Click “Import” to bring the Vendor Advances data into Excel
Step 4: Set Up Auto-Refresh (Optional)
- In the Coefficient sidebar, click on the “Automations” tab
- Select the imported Vendor Advances report
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set up optional notifications for when data changes
- Click “Save” to activate the auto-refresh schedule
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
Related Razorpay Use Cases
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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 generate Vendor Advances report in Razorpay?
To generate a Vendor Advances report in Razorpay:
- Log in to your Razorpay dashboard
- Navigate to the “Reports” section
- Select “Vendor Advances” from the available reports
- Set your desired date range and filters
- Generate the report
For a more efficient solution, Coefficient can automatically import and refresh this data directly in Excel.
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How do I create a Razorpay Vendor Advances in Excel?
Creating a Vendor Advances report in Excel manually requires exporting data from Razorpay and formatting it in Excel, which can be time-consuming and error-prone.With Coefficient, you can create a live Vendor Advances report in Excel by:
- Installing the Coefficient add-in
- Connecting to Razorpay
- Selecting the Vendor Advances report
This creates a live connection that updates automatically.
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How to automate importing Razorpay Vendor Advances to Google Sheets daily?
To automate daily imports of Vendor Advances reports to Google Sheets:
- Install the Coefficient add-on for Google Sheets
- Connect to your Razorpay account
- Import the Vendor Advances report
- Set up an automation with daily frequency
- Configure optional notifications
Coefficient handles the entire process automatically, ensuring your data is always up-to-date.
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How to send Razorpay Vendor Advances by email automatically?
Sending Vendor Advances reports by email manually is time-consuming. With Coefficient, you can:
- Import your Vendor Advances data into Excel
- Set up an email automation in the Coefficient sidebar
- Choose recipients, frequency, and format (PDF, Excel, etc.)
- Add custom messages or insights
This ensures stakeholders receive updated reports without manual work.
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How to send slack alerts about Vendor Advances data from Razorpay?
To set up Slack alerts for Vendor Advances data:
- Import your Razorpay Vendor Advances report into Excel using Coefficient
- Go to the “Automations” tab in the Coefficient sidebar
- Select “Create Alert”
- Choose Slack as your notification channel
- Set conditions that trigger alerts (e.g., when advances exceed a threshold)
This keeps your team informed of important changes without constant manual monitoring.
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