How to Import Bank Transfers Data from Xero into Google Sheets

Tracking bank transfers in Xero is crucial for maintaining accurate financial records. But analyzing this data often requires exporting it to spreadsheets.

What if your Xero bank transfer data could live in Google Sheets and stay fresh automatically?

This guide shows you how to import Xero Bank Transfers data directly into Google Sheets using Coefficient.

How to import Xero Bank Transfers data into Google Sheets

Follow these simple steps to get your Xero Bank Transfers data into Google Sheets:

Step 1: Install Coefficient and connect to Xero

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

Step 2: Connect to Xero and select Bank Transfers

1. In the Import Data menu, select “Xero” under the Finance & Accounting category
2. If this is your first time, you’ll need to authenticate your Xero account
3. After connecting, select “Import from Objects”
4. Choose “Bank Transfers” from the list of available objects

Step 3: Configure and import your data

1. Select the columns you want to import (e.g., Date, Amount, From Account, To Account)
2. Apply any filters if needed (e.g., date range, specific accounts)
3. Choose where to import the data in your spreadsheet
4. Click “Import” to bring your Xero Bank Transfers data into Google Sheets

Step 4: Set up auto-refresh (optional but recommended)

1. Click on the Coefficient menu in your sheet
2. Select “Manage Imports”
3. Find your Bank Transfers import and click the three dots menu
4. Select “Schedule Refresh”
5. Choose your preferred frequency (hourly, daily, weekly)

Now your Xero Bank Transfers data will automatically update according to your schedule. No more manual exports!

What data can you import from Xero?

Xero offers a wide range of financial data that you can import into Google Sheets using Coefficient. Here’s what’s available:

Ways to use Xero Bank Transfers data in Google Sheets

Once you’ve imported your Bank Transfers data, here are some powerful ways to use it:

• Create cash flow visualizations to track money movement between accounts
• Build custom reports that combine bank transfer data with other financial metrics
• Set up automated alerts when large transfers occur
• Track transfer frequency and patterns over time

With your data in Google Sheets, you can leverage formulas, charts, and pivot tables to gain deeper insights into your financial operations.

Next steps

Importing Xero Bank Transfers data into Google Sheets is just the beginning. With Coefficient, you’ve unlocked a powerful way to keep your financial data fresh and actionable.

No more manual exports or outdated spreadsheets. Your Xero data stays in sync automatically, giving you more time to analyze and less time managing data.

The real-time connection means your team always works with the latest information. Set up alerts, build custom dashboards, and share insights with stakeholders effortlessly.

Ready to transform how you work with your Xero financial data? Coefficient makes it simple to connect all your business systems to your spreadsheets.

try Coefficient for freeTake control of your financial data today and.