How to Import Quotes Data from Xero into Google Sheets

Tracking quotes in Xero is essential for sales forecasting and pipeline management. But analyzing this data directly in Xero can be limiting.

Moving your quotes data to Google Sheets opens up powerful analysis options. You can combine it with other data sources, create custom reports, and share insights with your team.

Let’s walk through how to import your Xero quotes data into Google Sheets using Coefficient.

Step-by-step guide to importing Xero quotes into Google Sheets

Step 1: Install Coefficient and connect to Xero

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

• Open Google Sheets
• Click on Extensions > Add-ons > Get add-ons
• Search for “Coefficient” and install it from Google Workspace Marketplace
• Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
• In the sidebar, click “Import Data”

Step 2: Connect to Xero and select Quotes object

Now it’s time to connect to Xero and select the quotes data you want to import.

• In the Coefficient sidebar, select “Xero” from the list of connectors
• If this is your first time, you’ll need to authenticate your Xero account
• After connecting, select “Objects” (not Reports)
• Find and select “Quotes” from the list of available objects

Step 3: Configure and import your quotes data

Now you can customize what quote data you want to bring into your spreadsheet.

• Select which fields you want to import (e.g., QuoteID, ContactName, Date, ExpiryDate, Status, Total)
• Apply any filters if you only want specific quotes (e.g., by date range or status)
• Choose where in your spreadsheet you want the data to appear
• Click “Import” to bring your Xero quotes data into Google Sheets

Step 4: Set up auto-refresh for your quotes data

Keep your quotes data fresh by setting up automatic refreshes.

• Click on the Coefficient menu in your spreadsheet
• Select “Manage Imports”
• Find your Xero quotes import and click the three dots menu
• Select “Schedule Refresh”
• Choose how often you want the data to update (hourly, daily, weekly)

That’s it! Your Xero quotes data is now in Google Sheets and can be automatically refreshed on your schedule.

What data can you import from Xero?

Xero offers a wide range of financial data that you can import into Google Sheets using Coefficient. Here’s what’s available:

Ways to use Xero quotes data in Google Sheets

Once you’ve imported your quotes data, here are some powerful ways to use it:

• Create a quotes pipeline dashboard to track conversion rates
• Build aging reports to identify quotes that need follow-up
• Analyze quote values by customer, product, or sales rep
• Compare quote volumes and values month-over-month or year-over-year
• Set up automated alerts when high-value quotes are about to expire

Take control of your Xero quotes data

Importing your Xero quotes into Google Sheets opens up a world of possibilities for better financial analysis and reporting. With Coefficient, this process becomes seamless and automated.

The live connection ensures your data is always current, eliminating the need for manual exports and imports. You can build custom reports that combine quotes with other financial data for a complete picture of your business.

Your team can collaborate on the same data in real-time, making it easier to track quote status, follow up on pending quotes, and forecast sales more accurately.

Try Coefficient todayPlus, with automated refreshes and alerts, you’ll never miss an opportunity to convert a quote into a sale. Ready to transform how you work with your Xero quotes data?and experience the difference that live, connected data can make for your business.