How to Import Bank Transactions Data from Xero into Google Sheets

Tracking bank transactions is vital for financial oversight. But manually exporting this data from Xero creates static reports that quickly become outdated.

A live connection between Xero and Google Sheets changes everything. You’ll get real-time data without the export-import dance.

How to import Xero Bank Transactions into Google Sheets

Follow these simple steps to get your Xero Bank Transactions data flowing into Google Sheets.

Step 1: Install Coefficient and connect to Xero

• 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 “Xero” from the list of available connectors
• Log in to your Xero account when prompted and authorize Coefficient

Step 2: Import Bank Transactions data

• After connecting, select “Import from Objects”
• Choose “Bank Transactions” from the list of available objects
• Select the columns you want to import (Transaction ID, Date, Amount, Description, etc.)
• Apply any filters if needed (date range, account, etc.)
• Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional but recommended)

• Click on the Coefficient icon in your sheet
• Select the imported Bank Transactions data
• Click “Schedule Refresh”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur

With auto-refresh enabled, your Bank Transactions data will update automatically. No more manual exports or outdated information.

What data can you import from Xero?

Xero offers a wealth of financial data beyond just Bank Transactions. Here’s what you can access through Coefficient:

Customizing your Bank Transactions data

Once your data is in Google Sheets, you can leverage the full power of spreadsheet functions to analyze it.

Create pivot tables to summarize transactions by category. Build charts to visualize spending patterns. Set up conditional formatting to highlight unusual transactions.

The beauty of using Coefficient is that your analysis will always use the latest data without manual updates.

Common questions about Xero and Google Sheets

Take control of your financial data

Importing Xero Bank Transactions into Google Sheets transforms how you work with financial data. No more manual exports. No more outdated information.

With Coefficient, you create a live connection that keeps your spreadsheets in sync with your Xero account. Set it up once, and your data refreshes automatically on your schedule.

This approach saves time, reduces errors, and gives you confidence that you’re always working with the most current information. Your financial analysis becomes more reliable and actionable.

Financial teams can focus on analysis rather than data gathering. Executives get timely insights without waiting for manual reports. Everyone benefits from having accurate, up-to-date information.

Try Coefficient todayReady to streamline your financial reporting?and experience the difference that live Xero data in Google Sheets can make for your business.