How to Import Sales by Item Reports from Zoho Books into Excel

Tracking sales performance by item is crucial for inventory management and profitability analysis. But manually exporting Zoho Books data to Excel wastes time and creates outdated reports.

This guide shows you how to create a live connection between Zoho Books and Excel to keep your Sales by Item reports fresh and accurate.

Step-by-step guide to importing Zoho Books Sales by Item reports

Step 1: Install Coefficient and connect to Zoho Books

First, you need to install the Coefficient add-in and connect it to your Zoho Books 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, click the Coefficient icon in your Excel ribbon
6. In the sidebar that appears, click “Import Data”

Now connect to Zoho Books:

1. In the Import Data menu, scroll to the Finance & Accounting section
2. Select “Zoho Books”
3. Follow the authentication prompts to connect your Zoho Books account
4. Grant the necessary permissions when prompted

Step 2: Import the Sales by Item report

With Zoho Books connected, you can now import your Sales by Item report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Sales by Item” in the list of available reports
3. Click on “Sales by Item” to select it
4. Configure any filters you need (date range, specific items, etc.)
5. Choose where in your Excel workbook you want the data to appear
6. Click “Import” to bring the data into Excel

Your Sales by Item report data will now appear in your Excel worksheet, formatted and ready for analysis.

Step 3: Set up auto-refresh (optional)

Keep your Sales by Item report data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported report
2. Click the “Schedule Refresh” button
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

Now your Excel spreadsheet will automatically update with the latest Sales by Item data from Zoho Books according to your schedule.

Take control of your Zoho Books data

Importing your Sales by Item reports from Zoho Books 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 accurate.

This approach eliminates the need for manual exports and imports, reducing errors and saving valuable time. Your Excel spreadsheets become powerful, up-to-date dashboards rather than static reports.

The ability to schedule automatic refreshes ensures you’re always working with the latest data. And with Coefficient’s automation features, you can share insights with your team through scheduled emails or Slack alerts.

Best of all, this setup requires no coding or complex technical knowledge. The point-and-click interface makes it accessible to anyone who uses Excel regularly.

Try Coefficient todayReady to transform how you work with Zoho Books data?and experience the difference that live, automated financial reporting can make for your business.