How to Import Accounts Data from Xero into Google Sheets

Need your Xero accounting data in Google Sheets? Manual exports waste time and quickly become outdated.

A better way exists. Connect Xero directly to your spreadsheets and keep financial data fresh automatically.

This guide shows you exactly how to import Xero Accounts data into Google Sheets using Coefficient.

How to import Xero Accounts data into Google Sheets

Follow these simple steps to get your Xero Accounts data flowing into Google Sheets:

Step 1: Install Coefficient and connect to Xero

1. Open Google Sheets
2. Click Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”

1. Select “Xero” from the list of available connectors under Finance & Accounting
2. Follow the authentication prompts to connect your Xero account

Step 2: Import Accounts data

1. After connecting to Xero, select “Import from Objects”
2. Choose “Accounts” from the list of available objects
3. Select the columns you want to import (Account ID, Name, Type, Tax Type, etc.)
4. Apply any filters if needed (e.g., filter by account status or type)
5. Choose your destination cell in the spreadsheet
6. Click “Import” to bring your Accounts data into Google Sheets

Your Xero Accounts data will now appear in your Google Sheet with all the columns you selected. The data maintains a live connection to Xero, so you can refresh it anytime.

Step 3: Set up auto-refresh (optional)

1. Click on the Coefficient icon next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate automatic updates

With auto-refresh enabled, your Xero Accounts data will update automatically based on your schedule. No more manual exports or outdated information.

What you can do with Xero Accounts data in Google Sheets

Once you’ve imported your Accounts data, you can:

• Create custom financial reports and dashboards
• Analyze account balances and transactions
• Build charts to visualize financial data
• Combine Xero data with information from other systems
• Share insights with stakeholders through Google Sheets’ collaboration features

Take control of your Xero financial data

Importing Xero Accounts data into Google Sheets doesn’t have to be a manual chore. With Coefficient, you get a live connection that keeps your financial information current and accessible.

The setup process takes just minutes. Once connected, you’ll have the flexibility to build custom reports, share insights with your team, and make data-driven decisions faster.

No more CSV exports. No more outdated spreadsheets. Just reliable financial data when and where you need it.

Finance teams using this approach save hours each week on reporting tasks. They also gain confidence knowing their spreadsheets contain the latest information from Xero.

Try Coefficient nowReady to streamline your financial reporting? Connect your Xero account to Google Sheets today and experience the difference a live data connection makes.and transform how you work with your accounting data.