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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking vendor advances in Razorpay is crucial for managing cash flow and vendor relationships. By importing this data into Google Sheets, you can create custom reports and analyze payment patterns more effectively.
This guide shows you how to seamlessly import Vendor Advances reports from Razorpay into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1: Install Coefficient from Google Workspace Marketplace and connect to Razorpay
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Step 2:
Step 2: Select Import from Reports and choose Vendor Advances report
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Step 3:
Step 3: Configure any filters and import the data to your Google Sheet
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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 Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “Razorpay” from the list of available connectors
- Log in to your Razorpay account when prompted and authorize Coefficient
Step 2: Import the Vendor Advances Report
- In the Coefficient sidebar, select “Import from Reports”
- Browse through the available reports and select “Vendor Advances”
- Configure any filters you need (date range, vendor names, etc.)
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data selected, click on the Coefficient icon in the sidebar
- Select “Schedule Refresh” from the options
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times and days if needed
- Click “Save” to activate automatic refreshes
Now your Razorpay Vendor Advances data will be automatically updated in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.
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 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?
In Razorpay, navigate to the Reports section in your dashboard. Select “Vendor Advances” from the available reports. Set your desired date range and any other filters. Click “Generate Report” to view the data.With Coefficient, you can skip manual report generation and import this data directly into Google Sheets with just a few clicks.
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How do I create a Razorpay Vendor Advances in Google Sheets?
- Open Google Sheets and install the Coefficient add-on
- Connect to your Razorpay account
- Select “Import from Reports” and choose “Vendor Advances”
- Configure any filters and import
- Format the data as needed in your sheet
Coefficient handles the connection and data import automatically, saving you from manual data entry.
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How do I create a Razorpay Vendor Advances in Excel?
To create a Vendor Advances report in Excel, you would typically need to export data from Razorpay manually and then import it into Excel, which can be time-consuming.Coefficient offers an Excel add-in that connects directly to Razorpay, allowing you to import Vendor Advances reports with the same ease as in Google Sheets.
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How to automate importing Razorpay Vendor Advances to Google Sheets daily?
- Install Coefficient and import your Vendor Advances report
- Click on the imported data and select “Schedule Refresh”
- Choose “Daily” frequency and set your preferred time
Coefficient will automatically refresh your data daily, ensuring you always have up-to-date information without manual work.
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How to send Razorpay Vendor Advances by email automatically?
After importing your Vendor Advances data with Coefficient, you can set up automated email reports:
- Select your data and click “Create Automation” in Coefficient
- Choose “Email Report” and configure recipients
- Set a schedule (daily, weekly, monthly)
- Customize the email content and format
This ensures stakeholders receive regular updates without manual effort.
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