How to Import Invoices Data from Xero into Google Sheets

Need your Xero invoices data in Google Sheets? You’re not alone. Finance teams everywhere struggle with manual exports that become outdated the moment they’re created.

Live data makes all the difference. With the right connection, you can analyze, share, and act on your invoice data while it’s still relevant.

How to import Xero invoices into Google Sheets

Let’s break down the process into simple steps. You’ll have your Xero invoice data flowing into Google Sheets in minutes.

Step 1: Install Coefficient and connect to Xero

1. Open your Google Sheet
2. Extensions > Add-ons > Get add-ons Click on
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open Coefficient from the Extensions menu
5. Import In the Coefficient sidebar, click

1. Import from App Select
2. Xero Find and click onin the list of connectors
3. Follow the authentication prompts to connect your Xero account

Step 2: Import Xero Invoices data

1. Import from Objects After connecting to Xero, select
2. Invoices Choosefrom the list of available objects
3. Select the columns you want to import (e.g., Invoice Number, Date, Contact, Status, Amount)
4. Apply any filters if needed (e.g., only show unpaid invoices or invoices from a specific date range)
5. Import Clickto bring your invoice data into Google Sheets

Step 3: Set up auto-refresh (optional but recommended)

1. Refresh With your data imported, click thebutton in the Coefficient sidebar
2. Schedule Refresh Select
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for when data changes
5. Save Clickto activate your auto-refresh schedule

That’s it! Your Xero invoice data is now in Google Sheets and will stay updated based on your refresh schedule.

What data can you import from Xero?

Xero offers a wealth of financial data beyond just invoices. Here’s what you can access through Coefficient:

Ways to use Xero invoice data in Google Sheets

Now that you have your invoice data in Google Sheets, here are some practical applications:

• Create aging reports to track overdue invoices
• Build custom dashboards combining invoice data with other metrics
• Set up automated alerts for high-value invoices or payment status changes

The real power comes from combining Xero data with other sources in your Google Sheets. Mix invoice data with marketing campaign results or customer support metrics for deeper insights.

Start working with live Xero data today

Manual exports from Xero create more problems than they solve. They’re time-consuming, error-prone, and instantly outdated.

With Coefficient, your Xero invoice data stays fresh in Google Sheets. No more copy-pasting or manual updates. Just accurate, real-time financial data when you need it.

Finance teams can focus on analysis instead of data gathering. Your reports will always reflect the current state of your business, not how things looked last week.

The best part? Setting it up takes minutes, not days. And once configured, your data pipeline runs silently in the background, keeping everything in sync.

Try CoefficientReady to transform how you work with Xero data?today and see the difference live data makes.