How to Import Items Data from Xero into Excel

Managing inventory in Xero is essential, but analyzing that data in Excel unlocks deeper insights. Most finance teams waste hours on manual exports that quickly become outdated.

This guide shows you how to create a live connection between Xero and Excel.

Step-by-step guide to importing Xero Items 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.

• Open Excel
• Go to the Insert tab
• Click Get Add-ins
• Search for “Coefficient” and install it
• Once installed, open the Coefficient sidebar
• Click “Import Data”

Select “Import from Xero” from the list of available connectors. You’ll be prompted to log in to your Xero account and authorize Coefficient to access your data.

Step 2: Import Items data from Xero

Now that you’re connected, it’s time to import your Items data.

• In the Coefficient sidebar, select “Import from Objects”
• Choose “Items” from the list of available objects
• Select the columns you want to import (Code, Name, Description, Purchase Price, Sales Price, etc.)
• Apply any filters if needed (e.g., only active items)
• Click “Import” to bring the data into your Excel spreadsheet

Your Xero Items data will now appear in your Excel worksheet. Each row represents an item in your inventory, with columns for all the properties you selected.

Step 3: Set up auto-refresh (optional)

Keep your inventory data fresh by setting up automatic refreshes.

• Click on the “Automations” tab in the Coefficient sidebar
• Select “Schedule Refresh”
• Choose how often you want to refresh the data (hourly, daily, weekly)
• Set the specific time for the refresh
• Click “Save” to activate the auto-refresh

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date inventory information from Xero, without any manual work on your part.

What you can do with Xero Items data in Excel

Once you have your Items data in Excel, you can:

• Create inventory valuation reports
• Analyze sales trends by item
• Build custom dashboards combining inventory with other financial data
• Set up alerts for low stock levels
• Share inventory insights with your team

Take control of your inventory data

Importing Xero Items data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your inventory data fresh and ready for analysis.

The days of exporting CSVs and manually refreshing data are over. Now you can focus on what matters: analyzing your inventory, identifying trends, and making better business decisions.

Finance teams using Coefficient save hours each week on reporting and gain deeper insights from their Xero data. The automatic refresh capabilities ensure you’re always working with the most current information.

Plus, with the ability to combine Xero data with information from other systems, you can create comprehensive dashboards that tell the complete story of your business.

Try Coefficient todayReady to streamline your inventory reporting?and see how easy it can be to work with your Xero data in Excel.