How to Import Xero Users Data into Excel

Managing your Xero users in Excel gives you better visibility and control over your accounting system access. But manual exports quickly become outdated.

A live connection keeps your data fresh and reporting accurate.

Step-by-step guide to importing Xero Users data

Step 1: Install Coefficient and connect to Xero

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

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”

Step 2: Select Xero as your data source

Now you’ll connect to Xero and select the Users object:

1. In the Coefficient sidebar, select “Xero” from the list of connectors
2. If this is your first time, you’ll need to authenticate your Xero account
3. Once connected, select “Import from Objects”
4. Find and select “Users” from the list of available objects

Step 3: Configure and import your data

Now you can customize what data you want to import:

1. Select the specific fields you want to import (like Name, Email, Role, etc.)
2. Apply any filters if needed
3. Choose where in your spreadsheet you want the data to appear
4. Click “Import” to bring the data into Excel

Step 4: Set up auto-refresh (optional)

Keep your Xero Users data fresh with automatic updates:

1. Click on the imported data in your spreadsheet
2. In the Coefficient sidebar, select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set up optional Slack or email notifications for changes

Available Xero data in Coefficient

Take control of your Xero data

Importing Xero Users data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and your reports accurate.

This approach gives you better visibility into who has access to your financial systems. You can track user roles, monitor access levels, and maintain proper security controls.

The best part? Once set up, your data refreshes automatically. No more manual exports or outdated information.

Finance teams can focus on analysis rather than data gathering. IT teams can easily monitor system access. And everyone benefits from having accurate, up-to-date information.

Try Coefficient todayReady to streamline your Xero reporting?and transform how you work with your financial data.