How to Import Bank Transfers Data from Xero into Excel

Managing bank transfers in Xero is crucial for accurate financial tracking. But analyzing this data in Excel gives you more flexibility and reporting power.

Stop the manual export-import dance. Connect these systems directly instead.

Step-by-step guide to importing Xero Bank Transfers into Excel

Step 1: Install Coefficient and connect to Xero

First, you need to install the Coefficient add-in and connect it to your Xero account:

1. Insert Open Excel and click on thetab
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import from… Clickto see available data sources

Step 2: Select Xero as your data source

Now, connect to your Xero account and select Bank Transfers data:

1. Xero In the Coefficient sidebar, find and selectunder Finance & Accounting
2. Log in to your Xero account when prompted
3. Grant Coefficient permission to access your Xero data
4. Import from Objects Select(not Reports)
5. Bank Transfers Choosefrom the list of available objects

Step 3: Configure your import and set up auto-refresh

Customize your data import and set up automatic refreshes:

1. Select the specific Bank Transfers fields you want to import
2. Apply any filters to narrow down the data (by date, amount, etc.)
3. Choose where to place the data in your Excel worksheet
4. Import Clickto bring the data into Excel
5. Schedule Set up auto-refresh by clicking thebutton
6. Choose your preferred refresh frequency (hourly, daily, weekly)

That’s it! Your Xero Bank Transfers data is now in Excel and will stay fresh with automatic updates.

Available Xero data in Coefficient

Frequently Asked Questions

Take control of your financial data

Importing Xero Bank Transfers data into Excel with Coefficient transforms how you work with financial information. No more manual exports or outdated spreadsheets.

The direct connection ensures your data stays fresh. Set up auto-refresh schedules that match your business needs. Build custom reports that combine Xero data with other sources.

Finance teams save hours each week by automating these processes. The risk of manual errors disappears. Decision-making improves with real-time data at your fingertips.

Coefficient bridges the gap between your accounting system and analysis tools. It’s the missing link that makes financial reporting both powerful and painless.

Try Coefficient todayReady to streamline your financial reporting?and see how easy it is to bring your Xero data into Excel.