How to Import Items Data from Xero into Google Sheets

Managing inventory in Xero is crucial for your business. But analyzing that data in spreadsheets often means tedious exports that quickly become outdated.

What if your Items data could flow directly into Google Sheets and stay fresh?

This guide shows you exactly how to create that connection using Coefficient.

How to import Xero Items data into Google Sheets

Follow these simple steps to get your Xero Items data flowing into Google Sheets.

Step 1: Install Coefficient and connect to Xero

1. Open Google Sheets
2. Click Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”
6. Select “Xero” from the list of connectors
7. Follow the authentication prompts to connect your Xero account

Step 2: Import Items data from Xero

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Items” from the list of available objects
3. Select the fields you want to import (Code, Name, Description, Purchase Price, Sales Price, etc.)
4. Apply any filters if needed (e.g., only active items)
5. Click “Import” to bring your Items data into Google Sheets

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

1. With your data imported, click the “Refresh” button in the Coefficient sidebar
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate your auto-refresh schedule

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

Available Xero data in Coefficient

Coefficient lets you import both reports and objects from Xero. Here’s what’s available:

Frequently asked questions

Take control of your inventory data

Importing Xero Items data into Google Sheets opens up powerful analysis possibilities. You can track inventory trends, create custom reports, and share insights with your team.

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 No more manual exports or outdated data.

The auto-refresh feature ensures your spreadsheets always reflect what’s in Xero. Set it up once, and your data flows automatically.

Plus, you can build automations to alert your team when inventory levels change or prices update.

try Coefficient todayReady to transform how you work with Xero inventory data? Stop struggling with manual exports andto create a live connection between Xero and Google Sheets.