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Xero to Excel

Automate Xero to Excel integration

Get analysis-ready data from Xero to Excel on a schedule to streamline your reporting & analytics.

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Why link Xero to Excel

Improve and optimize reporting with the power of Excel

Pull Xero data into Excel to adjust financial reporting exactly the way you need it. Leverage the advanced Excel functionality, as well as VBA and Pivot Table to go beyond the standard spreadsheet system’s capabilities. Manipulate, visualize and transform information by integrating your Excel document with Power BI and Power Query.

Save time and reduce routine tasks with Coupler.io automation

Export Xero accounting data and reports to Excel. Rely on Coupler.io to automate the integration processes. Use it to configure a schedule for automatic data updates, ensuring that your business operates based on the latest insights only. Utilize these findings to optimize the performance of your business.

Gain better visibility into your business performance

Import Xero Invoices, Payments, Purchase Orders, as well as Profit and Loss, Balance Sheet, and other reports to Excel. Blend this information with data from other systems and visualize it with the help of rich charts and graphs. Review the outcomes to get a full picture of your company’s results.

What data to export from Xero to Excel

01. Sales information

Link Xero to Excel to import Payments, Receipts, Contacts, Overpayments, Purchase Orders, Prepayments, and other data to run deep analysis in a spreadsheet. Leverage Coupler.io macro functionality to define the dates for which you want to get the information.

02. Reports

Connect Xero to Excel to export such reports as Budget Summary, Aged Receivables by Contact, Profit and Loss, Balance Sheet, Bank Summary, Aged Payables by Contact, Trial Balance, Bank Statement, and more to customize them your way.

03. Other raw accounting data

Configure Xero to Excel integration to export raw accounting data, such as Invoices, Items, Bank Transfers, Currencies, Employees, Contact Groups, Organisation, Journals, Tax Rates, Manual Journals, Tracking Categories, and other information to create, manipulate, and transform the data in the way that would most benefit your business.

How to export Xero data to Excel

Step 1. Select Xero as a data source and connect its account
15 seconds
Step 2. Pick a data entity or report to export from Xero
30 seconds
Step 3. Specify filter criteria
1 minute
Step 4. Select Excel as the data destination and connect its account
30 seconds
Step 5. Set a schedule for data refreshes
20 seconds
Step 6. Save and run the importer
5 seconds

Why use Coupler.io to connect Xero with Excel

Coupler.io allows automating the export of Xero bank transactions, Invoices, and other data directly into Excel. By doing so, our tool eliminates the need to manually export and import data and frees up time so that finance professionals can dedicate it to more important tasks.

Furthermore, Coupler.io adds flexibility to your reporting process. It enables you to leverage the power of Excel, gaining access to such impressive features as PivotTable and VBA, to perform complex calculations and run the most in-depth analysis you can get.

By integrating Xero to Excel, you also get an opportunity to manipulate your data using Power Query and visualize it in Power BI. What else do you need to do? - Nothing, just configure the integration once and then simply rely on Coupler.io to do the rest.

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You ask, we answer!

Can I use Coupler.io to export bank transactions from Xero to Excel?

Most certainly. Coupler.io offers two types of Xero integrations - Xero Reports as well as simply Xero - the raw data fetched from the platform that can be further transformed in Excel. The former, on the other hand, features many common reports that a Xero user will quickly recognize - such as Balance Sheet or Profit and Loss.

When exporting raw Xero data, Bank Transactions are available as one of the data entities. Other types of data include: Accounts, Contacts, Employees, Invoices, Payments, and more.

You can export any of these data entities to an Excel workbook. What’s more, you can set to refresh the data automatically on a chosen schedule.

Is Coupler.io suitable for running a Xero accounting export to Excel?

Many accountants use Coupler.io to export their accounting data to Excel on a regular basis so it’s definitely possible. What’s more, it will likely enhance your reporting as you’ll be able to customize the reports to your liking once the data arrives to your workbook.

You can approach fetching accounting data in two ways. The simplest method is fetching the ready reports, many of which are available in Coupler.io. If you seek more customization, you can also export different types of accounting data to Excel and build the required reports there.