How to Import Budgets Data from Xero into Google Sheets

Budget tracking is vital for financial health. But manually exporting Xero budget data to Google Sheets wastes time and creates stale reports.

What if your budget data could update automatically? That’s where Coefficient comes in.

Step-by-step guide to importing Xero Budgets into Google Sheets

Step 1: Install Coefficient and connect to Xero

First, add Coefficient to your Google Sheet:

• Open your Google Sheet
• Click Extensions > Add-ons > Get add-ons
• Search for “Coefficient” and install it from Google Workspace Marketplace
• Once installed, open Coefficient from the Extensions menu
• In the sidebar, click “Import Data”

Now connect to Xero:

• Select “Finance & Accounting” from the connector categories
• Find and click on “Xero”
• Follow the authentication prompts to connect your Xero account

Step 2: Import Budgets data from Xero

With Xero connected, you can now import your Budgets data:

• Select “Import from Objects” in the Coefficient sidebar
• Find and click on “Budgets” from the list of available objects
• Choose which budget fields you want to import (e.g., Budget ID, Period, Account, Amount)
• Apply any filters if needed (like specific date ranges or accounts)
• Click “Import” to bring your budget data into Google Sheets

Your Xero budget data will now appear in your Google Sheet, organized in columns with headers matching your selected fields.

Step 3: Set up auto-refresh for your budget data

Keep your budget data fresh without manual updates:

• Click on any cell in your imported data
• Open Coefficient and select “Refresh” from the sidebar
• Click “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Optionally, set up Slack or email notifications for when data changes

Now your budget data will update automatically according to your schedule, ensuring you always have the most current information for decision-making.

Available Xero data in Coefficient

Frequently asked questions

Take control of your budget data

Importing Xero Budgets into Google Sheets doesn’t have to be a manual chore. With Coefficient, you’ve seen how easy it is to create a live connection that keeps your budget data fresh and actionable.

The days of exporting CSVs and manually updating spreadsheets are over. Now you can focus on analyzing your budgets and making informed decisions rather than wasting time on data preparation.

Financial teams using this approach report saving hours each week on reporting tasks. They also benefit from more accurate forecasting since they’re always working with current data.

Budget management becomes more proactive when everyone has access to up-to-date information. Variances can be spotted early, allowing for timely adjustments to keep financial plans on track.

Try Coefficient todayReady to transform how you work with Xero budget data?and experience the difference that live, automated financial data can make for your organization.