You don’t need any tech background to connect Xero to Excel and automate data export. In this video, Piotr will show you how you can easily extract dozens of data types from Xero.
With the help of a user-friendly tool, Coupler.io, you can have your Xero data in Excel refreshed automatically. Just set a schedule for regular updates, and work with your latest Xero data in a spreadsheet. It’s especially handy when you use Excel to build graphs and dashboards - they will automatically adjust to the changes in your data.

How to set a Xero to Excel integration in minutes:

Sign up for Coupler.io or log in: https://bit.ly/3mC0vBi (no credit card is required for the free trial)
Select Xero as a data source and Excel as a destination
Connect your Xero account and choose what data to export
Connect your Microsoft OneDrive or SharePoint account
Select the workbook and sheet for importing your data and click Run

How to Export Xero to Excel automatically on a schedule:

Turn on Automatic data refresh (optional)
Thanks to this great feature, you can keep your Xero data in Excel up-to-date with no manual effort. Coupler.io will refresh it automatically according to the schedule you set. For example, you can opt for monthly/weekly/daily updates. If you want your data to be refreshed more frequently, Coupler.io can update it as often as every 15 minutes.

Learn more about our free trial and paid options: https://bit.ly/3xG4sLe

Related materials:
Automate Xero to Excel integration https://bit.ly/3mzKXO6
Automate your Xero data export https://bit.ly/3NGQCxY
How to Automate Xero Backup on a Custom Schedule in 2022 https://bit.ly/3xnBsXk

What is Coupler.io?

Coupler.io is a data integration tool that automates data export from 70+ apps to Google Sheets, Excel, and BigQuery. More than 800,000 people worldwide export data with Coupler.io. It’s easy to use and doesn’t require any coding skills to set up data integrations.

See the complete list of the available data sources: https://bit.ly/3Qf8sJV

Got any questions?

For more information, visit:
Our website: https://www.coupler.io/
Help Center: https://help.coupler.io/
Email us: [email protected]

Stay tuned!

Subscribe to our YouTube channel and other pages on social media:
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