The Scenario
It's Monday morning. Your CFO sent a message asking what the company spent on Cardly last quarter. Not an estimate — the actual credit ledger, with every top-up and every debit, so they can reconcile it against the marketing budget line. You've been running card sends for three campaigns and you know the credits moved, but the only view you have is inside Cardly's credit history screen, which doesn't export.
The bad version:
- Log into Cardly. Navigate to the credit history page. Scroll through the transaction list.
- The page loads 25 rows at a time with a "load more" button. You click it nine times to get through 90 days of history.
- Start copying transaction data into an Excel workbook row by row: date, type, amount, description. The description field sometimes has a campaign name in it and sometimes doesn't — so tracking which debit belongs to which campaign requires a separate cross-reference.
By the time you're done, it's 11 AM and you haven't looked at anything else.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and talks to Cardly directly — fetching the full credit history and writing it to the workbook with the columns finance needs.
Open the SheetXAI sidebar and ask:
Export the full Cardly credit ledger for Q1 to this workbook — include both standard credits and gift credits with timestamps and descriptions.
What You Get
- One row per credit event — debits, top-ups, gift credit additions — all in a single flat list.
- Date formatted as a clean date value, Amount as a number (no currency symbol), Balance After computed per row.
- A workbook ready to hand to finance without any reformatting.
What If the Data Is Not Quite Ready
You need to separate debits from top-ups for budget reporting
Finance wants to see outflows (card sends) separate from inflows (credit purchases) in the report.
Fetch all Cardly credit history from the last 90 days into this workbook. After writing the full ledger, add a summary block at the bottom that totals amounts by Transaction Type — one row per type, with count and total spend.
You need to match debits to campaign names
Some credit debits include a campaign reference in the description field and some don't. You want to flag the ones that are missing a campaign tag.
Fetch all Cardly credit history from Q1 into this workbook with Date, Transaction Type, Amount, Description, and Balance After. Then add a column F that marks any debit row where the Description field does not contain a recognisable campaign name with "untagged" — leave all other rows blank.
The CFO wants a comparison to the previous quarter
Last quarter's Cardly credit spend needs to sit next to this quarter's for a variance analysis.
Fetch Cardly credit history for two date ranges: Q4 last year (October 1 – December 31) and Q1 this year (January 1 – March 31). Write each period to a separate worksheet — "Q4 Credit History" and "Q1 Credit History". Then create a "Summary" worksheet that shows total debits and total top-ups for each quarter side by side.
You need gift credits reported separately from standard credits
Cardly distinguishes between standard credits and gift credits. Finance needs them broken out.
Export the full Cardly credit ledger for Q1 to this workbook — include both standard credits and gift credits with timestamps and descriptions. Add a column that labels each row as "Standard" or "Gift" based on the credit type, and include a summary at the bottom showing the total for each type.
The pattern: describe what slice of the ledger you need and what breakdowns to add — SheetXAI handles the API pagination and the aggregation in one pass.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for marketing budget tracking. Ask it to pull your Cardly credit history so your CFO has a clean ledger to work from. Or jump to exporting Cardly fonts and writing styles, or back to the Cardly integration overview.