How to Import Prepayments Data from Xero into Google Sheets

Managing prepayments in Xero is crucial for accurate financial reporting. But analyzing this data in spreadsheets often means tedious exports that quickly become outdated.

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

Step-by-step guide to importing Xero Prepayments

Step 1: Install Coefficient and connect to Xero

First, you’ll need to install the Coefficient add-on and connect it to your Xero account:

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
• Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
• Click “Import Data” in the sidebar
• Select “Xero” from the list of available connectors
• Follow the authentication prompts to connect your Xero account

Step 2: Import Prepayments data

Now that you’re connected, let’s import your Prepayments data:

• In the Coefficient sidebar, select “Import from Objects”
• Find and select “Prepayments” from the list of available objects
• Choose which columns you want to import (Amount, Reference, Date, Status, etc.)
• Apply any filters if needed (e.g., date range, status)
• Click “Import” to bring the data into your spreadsheet

Step 3: Set up auto-refresh (optional)

Keep your Prepayments data fresh with automatic updates:

• Click on the imported data range
• Open the Coefficient sidebar and select “Schedule Refresh”
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate the auto-refresh schedule

That’s it! Your Xero Prepayments data is now in Google Sheets and can stay updated automatically.

Available Xero data in Coefficient

Frequently asked questions

Take control of your Xero financial data

Importing Prepayments data from Xero into Google Sheets with Coefficient transforms how you work with financial information. No more manual exports or outdated data.

The direct connection ensures your spreadsheets always contain the most current information. This means more accurate reporting, better financial visibility, and less time spent on data management.

With auto-refresh capabilities, you can schedule updates to happen automatically. Set it once and your data stays fresh without any additional effort on your part.

Data alerts help you stay on top of important changes without constantly checking your spreadsheets. And the ability to share live reports with stakeholders ensures everyone has access to the same accurate information.

Try Coefficient todayReady to streamline your financial reporting?and experience the difference that live Xero data in Google Sheets can make for your business.