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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Managing purchase orders in Xero is essential for tracking spending commitments. But analyzing this data in Excel gives you more flexibility and reporting power.
Stop wasting time on manual exports. Connect directly to your live Xero data instead.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Xero account to Excel
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Step 3:
Select Import from Objects and choose Purchase Orders
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Step 4:
Configure any filters and import your data
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Step 5:
Set up auto-refresh to keep your data current
How to import Xero Purchase Orders into Excel
Follow these simple steps to connect your Xero account to Excel and import your Purchase Orders data.
Step 1: Install Coefficient and connect to Xero
- Open Excel and go to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data” to begin
Step 2: Select Xero as your data source
- In the Import Data menu, scroll to the Finance & Accounting section
- Select “Xero” from the list of available connectors
- Log in to your Xero account when prompted
- Choose the organization you want to access
- Select “Import from Objects”
Step 3: Import Purchase Orders data
- From the Objects list, select “Purchase Orders”
- Choose the fields you want to import (e.g., Date, Status, Contact, Reference, Total)
- Apply any filters if needed (e.g., by date range or status)
- Click “Import” to bring the data into your Excel spreadsheet
Step 4: Set up auto-refresh (optional)
- Click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Your Purchase Orders data will now update automatically
With auto-refresh, you’ll always have the most current Purchase Orders data in your Excel spreadsheet without manual updates.
Available Xero data in Coefficient
Coefficient lets you access both reports and objects from your Xero account. Here’s what’s available:
Reports
- Balance Sheet Report
- Profit and Loss Report
- Trial Balance Report
Objects
- Accounts
- Budgets
- Users
- Bank Transfers
- Items
- Payments
- Prepayments
- Batch Payments
- Invoices
- Contacts
- Quotes
- Purchase Orders
Frequently asked questions
Take control of your Xero data
Importing your Xero Purchase Orders into Excel doesn’t have to be a manual process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.
This approach eliminates the tedious export-import cycle and reduces the risk of working with outdated information. Your Purchase Orders data becomes a dynamic resource rather than a static snapshot.
Financial teams can build more sophisticated analyses, create custom dashboards, and share insights with stakeholders—all while maintaining a single source of truth. The time saved on data preparation can be redirected to actual analysis and decision-making.
Plus, with scheduled refreshes, you’ll always have the most current information at your fingertips. No more wondering if you’re looking at yesterday’s numbers.
Try CoefficientReady to streamline your Xero data workflow?today and transform how you work with financial data in Excel.
Related Xero Use Cases
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How to Import Accounts Data from Xero into Google Sheets
Learn how to seamlessly import Xero Accounts data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating financial reports without manual exports.
How to Import Accounts Data from Xero into Google Sheets
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Frequently Asked Questions
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How to get Purchase Orders from Xero?
In Xero, navigate to Business > Purchases > Purchase Orders to view your purchase orders. You can filter by status, date range, or contact. However, for more flexible analysis, Coefficient lets you import this data directly into Excel with just a few clicks.
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How do I get a list of Purchase Orders in Xero?
Within Xero, go to Business > Purchases > Purchase Orders to see your list. You can export this as a CSV file. For a more efficient approach, use Coefficient to import your Purchase Orders directly into Excel, where you can refresh the data automatically.
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How do I import Purchase Orders from Excel to Xero?
Xero doesn’t have a native feature to bulk import Purchase Orders from Excel. You’d need to manually create each one. With Coefficient’s two-way sync, you can update existing Purchase Orders data in Xero from Excel, saving significant time on data entry.
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How do I update Purchase Orders from Excel to Xero?
To update Purchase Orders in Xero: 1. Import your Purchase Orders to Excel using Coefficient 2. Make your changes in Excel 3. Use Coefficient’s “Export Data” feature to push changes back to Xero 4. Select the records to update and confirm This two-way sync ensures your data stays consistent across platforms.
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How do I download Purchase Orders data from Xero?
In Xero, you can export Purchase Orders as a CSV file by filtering your view and clicking the export option. For a more powerful solution, Coefficient creates a live connection between Xero and Excel, giving you real-time data that automatically updates on your schedule.
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