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Need your Xero accounting data in Excel? Manually exporting it wastes time and creates outdated reports.
A live connection keeps your financial data fresh and analysis accurate.
Let’s walk through importing your Xero Accounts data into Excel using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Xero account
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Step 3:
Select Import from Objects and choose Accounts
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Step 4:
Configure any filters and import the data
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Step 5:
Set up auto-refresh to keep your data updated automatically
How to import Xero Accounts data into Excel
Follow these simple steps to get your Xero Accounts data into Excel:
Step 1: Install Coefficient and connect to Xero
- Open Excel and go to the Insert tab
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” and click “Add”
- Once installed, open the Coefficient sidebar
- Click “Import” to see available data sources
Select Xero from the list of available connectors. You’ll be prompted to log in to your Xero account and authorize Coefficient to access your data.
Step 2: Import Accounts data from Xero
- In the Coefficient sidebar, select “Import from Objects”
- Find and select “Accounts” from the list of available objects
- Choose the specific fields you want to import (Account ID, Name, Type, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel spreadsheet
Your Xero Accounts data will now appear in your Excel worksheet. The data maintains a live connection to Xero, so you can refresh it whenever needed.
Step 3: Set up auto-refresh (Optional)
- Click on the “…” menu next to your imported data in the Coefficient sidebar
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date Accounts data from Xero without any manual intervention.
Available Xero data in Coefficient
Coefficient allows you to import various types of data from Xero. Here’s what you can access:
Reports
- Balance Sheet Report
- Profit and Loss Report
- Trial Balance Report
Objects
- Accounts
- Budgets
- Users
- Bank Transfers
- Items
- Payments
- Prepayments
- Batch Payments
- Invoices
- Contacts
- Quotes
- Purchase Orders
Frequently Asked Questions
Take control of your financial data
Importing Xero Accounts data into Excel 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 manual exports and imports, reducing errors and saving valuable time. Your Excel spreadsheets become powerful financial analysis tools with always up-to-date information.
The ability to schedule automatic refreshes means your reports are always current without any manual intervention. This is particularly valuable for regular financial reporting and analysis.
Plus, with access to both Xero reports and objects, you have complete flexibility in how you analyze your financial data in Excel.
Try CoefficientReady to streamline your financial reporting?today and transform how you work with Xero data in Excel.
Related Xero Use Cases
How to Import Quotes Data from Xero into Excel
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How to Import Accounts Data from Xero into Google Sheets
Learn how to seamlessly import Xero Accounts data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating financial reports without manual exports.
How to Import Accounts Data from Xero into Google Sheets
Learn how to seamlessly import Xero Accounts data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating financial reports without manual exports.
Frequently Asked Questions
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How to get Accounts from Xero?
To get Accounts from Xero, log into your Xero dashboard, navigate to Accounting > Chart of Accounts. Here you can view all your accounts. For easier analysis, Coefficient lets you import this data directly into Excel with just a few clicks, keeping it automatically updated.
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How do I get a list of Accounts in Xero?
In Xero, go to Accounting > Chart of Accounts to see your complete list of accounts. You can filter by account type and status. For more flexible reporting and analysis, use Coefficient to pull this data into Excel where you can create custom views and reports.
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How do I import Accounts from Excel to Xero?
Xero allows importing accounts via CSV files. Prepare your Excel file with required fields, save as CSV, then in Xero go to Accounting > Chart of Accounts > Import. With Coefficient, you can also push data from Excel back to Xero, maintaining data integrity across systems.
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How do I update Accounts from Excel to Xero?
To update accounts, export your chart of accounts from Xero, make changes in Excel, save as CSV, and import back. This process can be error-prone. Coefficient streamlines this with bi-directional sync, allowing you to update Xero accounts directly from Excel with proper validation.
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How to automate importing Xero Accounts to Excel daily?
Manual imports are time-consuming and prone to errors. With Coefficient: – Connect Excel to Xero – Import your Accounts data – Set up a daily refresh schedule – Choose your preferred time This ensures your Excel reports always contain fresh Xero data without manual work.
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