How to Import Purchase Orders Data from Xero into Google Sheets

Managing purchase orders in Xero is essential for tracking spending commitments. But analyzing this data directly in Xero can be limiting.

Moving your purchase order data to Google Sheets opens up powerful analysis options without the manual export headaches.

Step-by-step guide to importing Xero Purchase Orders

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:

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it 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 available connectors
7. Follow the authentication prompts to connect your Xero account

Step 2: Import Purchase Orders data

Now that you’re connected, you can import your Purchase Orders data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “Purchase Orders” from the list of available objects
3. Select the columns you want to import (e.g., Date, Contact Name, Reference, Status, Total)
4. Apply any filters if needed (e.g., filter by date range or status)
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set up auto-refresh (Optional)

Keep your Purchase Orders data fresh with automatic updates:

1. Click on the “⋮” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Purchase Orders data will stay current without manual updates. This ensures your reports and analyses always reflect the latest information from Xero.

Available Xero data in Coefficient

Frequently Asked Questions

Take control of your purchase order data

Importing your Xero Purchase Orders into Google Sheets with Coefficient transforms how you work with financial data. The direct connection eliminates manual exports and ensures your data stays current.

With your purchase order data in Google Sheets, you can create custom reports, analyze spending patterns, and share insights with your team. The possibilities for analysis expand dramatically.

Coefficient’s scheduled refreshes mean you’ll always have the latest information without lifting a finger. Set it up once, and your data updates automatically on your schedule.

The ability to filter and customize which purchase order data you import gives you complete control over your financial reporting. Focus on what matters most to your business.

Try Coefficient todayReady to streamline your purchase order tracking and analysis?and experience the difference that live, connected data makes for your financial workflows.