How to Import Contacts Data from Xero into Excel

Managing your Xero contacts in Excel gives you more flexibility to analyze, segment, and report on your customer and vendor relationships.

But manual exports create stale data. You need a live connection.

This guide shows you how to import Xero Contacts directly into Excel with real-time updates.

Step-by-step guide to importing Xero Contacts into Excel

Step 1: Install Coefficient and connect to Xero

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”

Step 2: Select Xero as your data source

Now you’ll connect to Xero and select the Contacts object:

1. In the Import menu, select “Finance & Accounting”
2. Choose “Xero” from the list of connectors
3. Log in to your Xero account when prompted
4. Select “Import from Objects”
5. Choose “Contacts” from the list of available objects

Step 3: Configure your import

Customize your data import to get exactly what you need:

1. Select the specific fields you want to import (Name, Email, Phone, etc.)
2. Apply any filters to narrow down your contacts list
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring your Xero Contacts into Excel

Step 4: Set up auto-refresh (optional)

Keep your contact data fresh without manual updates:

1. Click on any cell in your imported data
2. Open the Coefficient sidebar
3. Click “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set up optional Slack or email notifications for data changes

Available Xero data in Coefficient

Frequently asked questions

Take control of your Xero contact data

Importing your Xero Contacts into Excel opens up powerful analysis possibilities. You can segment customers, track vendor relationships, and build custom reports that aren’t possible in Xero alone.

With Coefficient, this connection stays live. No more manual exports or outdated information.

The auto-refresh feature ensures your Excel data always matches what’s in Xero. Set it up once, and your reports will update automatically on your schedule.

You can even share these insights with your team through automated email reports or Slack notifications when important changes occur.

Try Coefficient todayReady to transform how you work with your Xero contacts data?and experience the power of live financial data in Excel.