How to Import Users Data from Xero into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import Xero Users data directly into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating financial reports without manual exports.

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Need your Xero Users data in Google Sheets? Manual exports waste time and quickly become outdated.

A better way exists. Connect Xero directly to your spreadsheets and keep your data fresh automatically.

This guide shows you exactly how to import Xero Users data into Google Sheets in minutes.

TLDR

  • Step 1:

    Install Coefficient from Google Workspace Marketplace

  • Step 2:

    Connect your Xero account

  • Step 3:

    Select Import from Objects and choose Users

  • Step 4:

    Configure any filters and import the data

  • Step 5:

    Set up auto-refresh to keep your data updated automatically

How to import Xero Users data into Google Sheets

Follow these simple steps to get your Xero Users data flowing into Google Sheets:

Step 1: Install Coefficient and connect to Xero

  1. Open Google Sheets
  2. Click Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.
  1. Select “Xero” from the list of available connectors
  2. Follow the authentication prompts to connect your Xero account
Finance and accounting connectors including
    QuickBooks, Xero, NetSuite, and Stripe.}

Step 2: Import Users data from Xero

  1. After connecting to Xero, select “Import from Objects”
  2. Choose “Users” from the list of available objects
  3. Configure any filters you need to narrow down the data
  4. Select the columns you want to import (or choose “Select All”)
  5. Click “Import” to bring the data into your Google Sheet

Your Xero Users data will now appear in your Google Sheet. The data maintains a live connection to Xero, so you can refresh it anytime with a single click.

Step 3: Set up auto-refresh (optional)

  1. With your imported data selected, click the “⋮” (three dots) menu in the Coefficient data panel
  2. Select “Schedule Refresh”
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set the specific time and days for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

Now your Xero Users data will automatically update on your chosen schedule. No more manual exports or outdated information.

Available Xero data in Coefficient

Coefficient lets you import both reports and objects from Xero. 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 Xero Users data into Google Sheets doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your data fresh and accessible.

This approach saves hours of tedious export-import work and eliminates the risk of working with outdated information. Your spreadsheets become powerful, real-time financial dashboards.

The best part? You can apply these same techniques to any Xero data object or report. Build comprehensive financial dashboards that combine data from multiple sources.

Finance teams can focus on analysis instead of data gathering. Executives get the insights they need without waiting for manual reports. Everyone works from the same accurate, up-to-date information.

Try Coefficient todayReady to transform how you work with Xero data?and see how easy it can be to keep your financial data flowing smoothly into Google Sheets.

Frequently Asked Questions

  • How to get Users from Xero?

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    To get Users from Xero, you can log into your Xero account, navigate to Settings > Users, and view the list there. However, this doesn’t allow for easy analysis or integration with other data. Coefficient offers a better solution by importing your Xero Users directly into Google Sheets where you can analyze, filter, and combine it with other business data.

  • How do I get a list of Users in Xero?

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    In Xero, go to Settings > Users to see your user list. This works for quick viewing, but has limitations for data analysis. For a more flexible approach, use Coefficient to import your Users list into Google Sheets. This creates a live, filterable dataset you can refresh with a single click.

  • How do I import Users from Google Sheets to Xero?

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    Xero doesn’t provide a native way to bulk import Users from spreadsheets. You’d typically need to add users manually through the Xero interface. With Coefficient’s two-way sync, you can push data from Google Sheets back to Xero for supported objects, streamlining your workflow and saving valuable time.

  • How to automate importing Xero Users to Google Sheets daily?

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    To automate Xero Users imports: 1. Connect Xero to Google Sheets using Coefficient 2. Import your Users data 3. Click the three-dot menu on your imported data 4. Select “Schedule Refresh” and choose daily 5. Set your preferred time and save This ensures your Users data stays current without manual intervention.

  • How to send email alerts about Users data from Xero?

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    To set up email alerts for Xero Users data: 1. Import your Users data into Google Sheets with Coefficient 2. Click “Automations” in the Coefficient sidebar 3. Select “Email Report” or “Alert” 4. Configure your trigger conditions (e.g., when new users are added) 5. Set recipients and customize your message This keeps your team informed of important changes automatically.

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