How to Import Payments Data from Xero into Google Sheets

Tracking payments in Xero is crucial for monitoring cash flow. But analyzing this data in spreadsheets often means tedious exports that quickly become outdated.

What if your payment data could update automatically in Google Sheets?

How to import Xero Payments data into Google Sheets

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

Step 1: Install Coefficient and connect to Xero

1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
2. Once installed, click on the Coefficient icon in the sidebar
3. Select “Import Data” from the menu options
4. Find and select “Xero” from the list of available connectors
5. Follow the authentication prompts to connect your Xero account

Step 2: Import Payments data from Xero

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Payments” in the objects list
3. Select the columns you want to import (e.g., Date, Amount, Reference, Status)
4. Apply any filters if needed (e.g., date range, payment status)
5. Click “Import” to bring the data into your spreadsheet

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

1. Click on the Coefficient icon in your spreadsheet
2. Find your imported Payments data and click the three dots menu
3. Select “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times for the refresh to occur
6. Click “Save” to activate automatic updates

That’s it! Your Xero Payments data will now appear in your Google Sheet and update automatically based on your settings.

Available Xero data in Coefficient

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

Common questions about importing Xero Payments data

Take control of your Xero payment data

Importing Xero Payments data into Google Sheets with Coefficient transforms how you monitor and analyze your cash flow. The days of manual exports and outdated spreadsheets are over.

With live data connections, you can build dynamic dashboards that show payment trends, aging analysis, and reconciliation status. Your finance team will save hours each week while gaining deeper insights.

The auto-refresh capability ensures everyone works with the most current information. And with Coefficient’s automation features, you can set up alerts and scheduled reports to keep stakeholders informed.

Best of all, this integration requires zero coding skills. The point-and-click interface makes it accessible to anyone familiar with spreadsheets.

Try Coefficient todayReady to streamline your payment tracking and analysis?and experience the difference that live, automated Xero data can make for your financial reporting.