How to Import Xero Invoice Data into Excel

Managing invoices in Xero is great. Analyzing them in Excel is better.

When you connect these systems, you unlock deeper insights into your cash flow, customer payment patterns, and overall financial health.

Let’s get your Xero invoice data flowing into Excel—no manual exports required.

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

Step 1: Install Coefficient and connect to Xero

First, you’ll need to add Coefficient to your Excel workspace:

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar by clicking its icon in the ribbon
6. Import Data Clickto begin

Step 2: Connect to Xero and select Invoices

Now, let’s connect to Xero and pull in your invoice data:

1. Finance & Accounting In the Coefficient sidebar, selectcategory
2. Xero Find and click on
3. Authenticate with your Xero credentials when prompted
4. Import from Objects Select
5. Invoices Choosefrom the list of available objects

Step 3: Configure and import your invoice data

Customize your import to get exactly the invoice data you need:

1. Select the specific invoice fields you want to import (e.g., Invoice Number, Date, Customer, Amount, Status)
2. Apply any filters to narrow down your data (e.g., only unpaid invoices, date ranges, specific customers)
3. Choose where in your spreadsheet you want the data to appear
4. Import Clickto bring your Xero invoice data into Excel

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

Keep your invoice data fresh without manual updates:

1. Refresh Click thebutton in the Coefficient data block header
2. Schedule Refresh Select
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for important changes

Available Xero data in Coefficient

Frequently Asked Questions

Take control of your financial data

Importing your Xero invoice data into Excel doesn’t have to be a manual chore. With Coefficient, you’ve got a direct pipeline to your financial information that stays fresh automatically.

This connection opens up powerful possibilities. Build aging reports that update themselves. Create cash flow forecasts based on real-time invoice status. Analyze payment patterns across customer segments.

The best part? No more copy-pasting or CSV exports. Your data flows seamlessly between systems, giving you more time for analysis and less time spent on data wrangling.

Finance teams that make decisions based on current data gain a significant edge. When your reports reflect what’s happening right now—not last week or last month—you can respond faster to changing conditions.

Try Coefficient todayReady to transform how you work with Xero invoice data?and experience the difference that live, connected financial data makes.