How to Import Batch Payments Data from Xero into Google Sheets

Managing batch payments in Xero is crucial for tracking multiple transactions processed together. But analyzing this data often requires exporting it to a spreadsheet.

Coefficient bridges this gap. It connects Xero directly to Google Sheets, giving you live access to your batch payment data.

Step-by-step guide to importing Xero Batch Payments

Step 1: Install Coefficient and connect to Xero

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

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”

Now connect to your Xero account:

1. Select “Xero” from the list of available connectors
2. Click “Connect” and follow the authentication prompts
3. Grant Coefficient permission to access your Xero data

Step 2: Import Batch Payments data

With Xero connected, you can now import your Batch Payments data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Batch Payments” in the objects list
3. Select the columns you want to import (payment date, amount, reference, etc.)
4. Apply any filters if needed (date range, payment status, etc.)
5. Choose your destination cell in the spreadsheet
6. Click “Import” to bring your data into Google Sheets

Your Batch Payments data will now appear in your spreadsheet, ready for analysis.

Step 3: Set up auto-refresh (optional)

Keep your Batch Payments data fresh with automatic updates:

1. Click on the Coefficient data cell in your spreadsheet
2. In the Coefficient sidebar, select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times or days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Xero Batch Payments data will update automatically according to your schedule, ensuring you always have the latest information.

Available Xero data in Coefficient

Coefficient lets you access various types of data from Xero. Here’s what’s available:

Frequently Asked Questions

Enhance your financial reporting with Coefficient

Importing Batch Payments data from Xero into Google Sheets is just the beginning. With Coefficient, you can transform how you work with financial data.

The direct connection eliminates manual exports and imports. Your data stays fresh with automatic updates. And you can build powerful dashboards that combine Xero data with information from other systems.

Finance teams save hours each week by automating these processes. The risk of errors drops dramatically when you remove manual data handling. And decision-makers get access to real-time financial insights.

Best of all, you can set up alerts to notify your team when important financial metrics change. No more surprises or missed opportunities.

Try Coefficient todayReady to streamline your financial reporting?and see how easy it can be to work with your Xero data in Google Sheets.