The Problem with Getting Razorpay Data Into Your Workbook
You run payments through Razorpay and your finance team lives in Excel. Every month-end, every audit, every time a stakeholder asks for a revenue breakdown, the same question comes up: how do we get this data out of Razorpay and into a workbook without spending half a day on it?
The manual path is logging into the Razorpay dashboard, exporting a CSV for each section you need, opening it in Excel, reformatting the columns, converting paise to rupees, adding calculated fields, and pasting everything into the right tab. For a one-off pull that is manageable. For monthly reconciliation it becomes a standing item on someone's calendar that everyone dreads.
The problem compounds when you need more than payments. Refunds are a separate export. Settlements are a different report entirely. Disputes are in their own section. If you need to cross-reference any two of these, you are doing it by hand in the workbook, running VLOOKUPs against mismatched formats.
Below are the four common ways people get Razorpay data into Excel workbooks. Only the last one handles the full range without becoming a maintenance project.
Method 1: Export CSV From the Razorpay Dashboard and Paste Into Excel
The default. Log into the Razorpay dashboard, go to Transactions, filter by date, hit Export, open the CSV in Excel, clean it up.
When this works:
- One-off report for a known period
- Small data sets where the cleanup is quick
- A finance team that does this once a quarter and can absorb the friction
When it breaks:
- The CSV export does not include a rupee column — paise conversion is a manual step every time
- Payments, refunds, and settlements require three separate exports from different dashboard sections
- The column order changes between exports and breaks your existing formulas
- Settlement UTR numbers and bank statement entries need to be reconciled by hand with VLOOKUP or INDEX-MATCH
The CSV export starts a reformatting session before the data is usable. Forty minutes of cleanup for data that could land in the workbook ready to use.
Method 2: Use Power Automate to Sync Razorpay Events to Excel
The next step up is automation. Power Automate can listen for Razorpay webhooks and append a row to an Excel workbook on OneDrive or SharePoint when a payment is captured, a refund is processed, or a dispute is opened.
This works for event-driven logging:
- Payment captured → new row in the workbook
- Refund issued → new row
- Dispute created → new row
This fails for reconciliation and batch work:
- It only captures events going forward — no historical data
- Settlements arrive on a schedule that does not align with event-by-event logging
- It cannot compare new data against an existing column and flag mismatches
- Monthly recon reports built on event logs are brittle and hard to audit
Power Automate is good at moving rows one at a time. It is not good at thinking about what the rows mean together.
Method 3: The Previous Generation — Payment Data Connector Add-Ins
Until recently, the best repeatable path for getting Razorpay data into Excel was a category of connector add-ins. You authenticated the add-in against your Razorpay account, selected the endpoint, configured the columns, saved the refresh schedule, and let it run.
That was a real improvement over manual exports. The data arrived on schedule, the columns were consistent, and the finance team did not have to remember to pull the report.
But you were still responsible for the analysis work. Currency conversion was still your formula. Cross-referencing payments against settlement UTRs was still your VLOOKUP. Flagging open disputes by deadline was still your conditional formatting. The add-in got the raw data in; you did everything else. And the moment Razorpay updated an API field, your sync broke until someone reconfigured it.
This is the category we think of as the previous generation. It worked, but it asked a lot of the operator. It also did not bridge the gap between Excel desktop and Razorpay's cloud API cleanly — you often ended up refreshing on a laptop connected to OneDrive and hoping nothing changed.
The Easy Way: Using SheetXAI in Excel
There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook, both in Excel for the web and Excel desktop. It connects directly to Razorpay, reads whatever data you need, pulls it into the workbook, and can do the analysis on top of it — all from a plain-English prompt.
Example 1: Your Data Is Already in Razorpay
You need the full payment list for March 2025 for month-end close. The data is in Razorpay, you just need it in the workbook.
Fetch all Razorpay payments from 1 March to 31 March 2025. Import payment ID, amount in rupees (convert from paise), status, payment method, and customer email into the Payments tab. Sort by date ascending.
SheetXAI authenticates against your Razorpay account, pulls the payments, handles the currency conversion, and writes every row into the Payments tab. Ready to use.
Example 2: You Need to Match Razorpay Data Against What's Already in the Workbook
You have a list of bank credits in the Bank Statement tab and need to match them against Razorpay settlement data.
Pull the Razorpay settlement reconciliation report for March 2025 and import settlement ID, UTR number, amount, and settlement date into the Settlements tab. Then compare the UTR numbers in the Settlements tab against column B of the Bank Statement tab and write "Matched" in column C of the Settlements tab for every UTR that appears in both.
SheetXAI pulls the data, writes it in, and does the comparison inline. One prompt, end to end, no VLOOKUP required.
Which Method Should You Use
For a one-off pull where you know exactly what you need and the data set is small, the CSV export is fine. For event-driven logging where you want a running record of new payments in the workbook, Power Automate is a reasonable fit.
For anything involving historical data, multi-endpoint pulls, cross-referencing, or analysis on top of the raw data, SheetXAI is the only option that handles it without configuration. Monthly reconciliation, quarterly revenue reports, dispute triage, settlement matching — if you are running these workflows more than once, the time saved on the second run pays back the first.
Try It
Get the 7-day free trial of SheetXAI and connect it to your Razorpay account, then ask it to pull any payment report or reconciliation data you need. The Razorpay integration is included in every plan.
For specific workflows, see how to export payments for reconciliation in Excel, how to pull the settlement recon report in Excel, or browse the full integrations directory.
More Razorpay + Excel guides
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