How to Import Contacts Data from Xero into Google Sheets

Need your Xero contacts data in Google Sheets? You’re not alone. Finance teams often struggle with manual exports that quickly become outdated.

Live data connections solve this problem. They keep your spreadsheets fresh without the copy-paste dance.

Let’s walk through how to import your Xero contacts directly into Google Sheets.

Step-by-step guide to importing Xero contacts

Step 1: Install Coefficient and connect to Xero

First, add Coefficient to your Google Sheet.

• Open Google Sheets
• Click Extensions > Add-ons > Get add-ons
• Search for “Coefficient” and install from Google Workspace Marketplace
• Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch

In the sidebar, click “Import Data” and select “Import from App.” You’ll see a list of available connectors.

Step 2: Select Xero as your data source

• Find and click on Xero in the Finance & Accounting section
• Log in to your Xero account when prompted
• Grant Coefficient permission to access your Xero data
• Choose “Objects” as your data type
• Select “Contacts” from the list of available objects

After selecting Contacts, you’ll see options to customize your import.

Step 3: Configure your import

Now, tailor your data import to your needs.

• Select which contact fields to import (Name, Email, Phone, etc.)
• Apply filters if you only need specific contacts (like active customers or suppliers)
• Choose where in your spreadsheet the data should appear
• Click “Import” to pull your contacts into Google Sheets

Your Xero contacts will now populate your spreadsheet with live data.

Step 4: Set up auto-refresh (optional)

Keep your contact data fresh without manual updates.

• Click the “⋮” menu next to your imported data
• Select “Schedule Refresh”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times for updates to occur
• Click “Save” to activate your refresh schedule

With auto-refresh enabled, your contact list will stay current without any manual intervention.

Available Xero data in Coefficient

Frequently asked questions

Take control of your Xero data

Importing Xero contacts into Google Sheets doesn’t have to be a manual chore. With Coefficient, you create a live connection that keeps your data fresh and accessible.

This approach eliminates the tedious export-import cycle. Your contact information stays current without constant maintenance.

Finance teams can now build custom reports that combine contact data with other financial metrics. Sales teams gain easy access to customer information without needing Xero logins.

The auto-refresh capability ensures everyone works with the latest data. No more decisions based on outdated information.

Try Coefficient todayReady to streamline your financial reporting?and transform how you work with Xero data in Google Sheets.