How to Import Payments Data from Xero into Excel

Tracking payments in Xero is essential for monitoring cash flow. But analyzing this data in Excel gives you more flexibility for custom reporting and deeper insights.

This guide shows you how to bring Xero Payments data into Excel without the hassle of manual exports.

Step-by-step guide to importing Xero Payments data

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:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import from…” to begin the data import process

Step 2: Select Xero as your data source

Now, connect to your Xero account:

1. In the Coefficient sidebar, select “Finance & Accounting” category
2. Find and click on “Xero”
3. Sign in to your Xero account when prompted
4. Select “Import from Objects” (not Reports)
5. Choose “Payments” from the list of available objects

Step 3: Configure and import your Payments data

Now you can customize what payment data you want to import:

1. Select the columns you want to include (e.g., Date, Amount, Reference, Status)
2. Apply any filters to narrow down the data (e.g., date range, payment type)
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring the data into Excel

Your Xero Payments data will now appear in your Excel spreadsheet, ready for analysis.

Step 4: Set up auto-refresh (Optional)

Keep your payment data fresh without manual updates:

1. In the Coefficient sidebar, find your imported Payments data
2. Click the three dots (…) next to it
3. Select “Schedule Refresh”
4. Choose how often you want the data to update (hourly, daily, weekly)
5. Set your preferred time for updates
6. Click “Save” to activate the auto-refresh schedule

Now your Excel spreadsheet will always show the most current payment information from Xero.

Available Xero data in Coefficient

Frequently Asked Questions

Next steps

Importing Xero Payments data into Excel is just the beginning. With your financial data now at your fingertips, you can create custom reports that provide deeper insights into your cash flow.

The live connection between Xero and Excel means your reports are always up-to-date. No more manual exports or outdated information.

You can combine this payments data with other financial metrics to build comprehensive dashboards. Track payment trends, identify late payers, or analyze payment methods—all in the familiar Excel environment.

Ready to streamline your financial reporting? Coefficient makes it simple to connect Xero with Excel, giving you real-time access to your payments data without the hassle of manual exports.

try CoefficientTake control of your financial data today andto see how easy it can be.