The Problem With Getting Data In and Out of FaceUp
You have an Excel workbook full of data — compliance tracking notes, case reference numbers, submission dates, resolution timelines. You need it cross-referenced with what's in FaceUp, or you need FaceUp's report statistics pulled into the workbook so you can build a board-ready summary.
FaceUp is good at managing anonymous reports securely and keeping track of who said what without identifying them. But moving data between FaceUp and your Excel workbook is more work than it should be. The usual flow is: log into FaceUp, export a CSV, open it, reformat the columns, paste it into your master tracking workbook, delete the rows you don't need, then re-check the dates against whatever filter you had in mind.
Below are the four common ways teams handle this. Only the last one scales.
Method 1: CSV Export and Paste
The default for Excel users. Open FaceUp, filter by date range or category, export the stats as CSV, open the file in Excel, clean the headers, copy the rows, switch to your master workbook, and paste. Or the reverse: take your list of case IDs from the workbook and look them up one at a time in FaceUp to confirm status.
When this works: a one-off audit, fewer than 20 rows, no recurring schedule.
When it breaks: quarterly compliance reporting, multi-category breakdowns, anything where you need the numbers to update before the next board meeting. The export is stale the moment you paste it, and getting fresh numbers means starting over.
Method 2: Power Automate
Wire up Power Automate to watch FaceUp for new report submissions. When a new report comes in, the flow adds a row to your Excel table with the report category and timestamp.
This works for event-driven moments: a new submission gets logged, you see the row appear, you have a running count without checking FaceUp manually.
This fails for batch and analytical work: anything that requires aggregated stats — total submissions by category for Q1, resolution rates by month, breakdown by department — is not an event. Power Automate doesn't query your FaceUp account and compute a summary. You also pay per run and a busy reporting period adds up fast.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, the best option for repeatable workbook ↔ FaceUp workflows was a category of add-ins that let you configure column mappings and save templates. You picked your range, tagged your fields, saved a config, and ran it on demand.
That was a real step up from CSV paste. Output was consistent, configs were reusable, the compliance team didn't have to redo formatting every quarter.
But you were still responsible for the template design, the field mapping, the date filter logic, which categories to include, what to do with the "open" versus "resolved" split. The tool got the data through, but the thinking was still on you. And the moment FaceUp changed a field name or you needed a different date range, someone had to go back in and fix the config before the report could run.
This is the previous generation. It worked, but it asked a lot of the operator.
The Easy Way: Using SheetXAI in Excel
There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are looking at, and through its built-in FaceUp integration it can query FaceUp statistics for you — filtered by date range, category, and status — and write the results back into the workbook. No template configuration, no automation glue, no manual exporting. You just ask.
Example 1: Pull a quarterly compliance summary by report category
"Query FaceUp for all reports submitted in Q1 2026, grouped by category and resolution status, and write the results into the 'Q1 Summary' worksheet starting at row 2 with columns: Category, Total Submitted, Open, Resolved, Closed"
The results land in the worksheet exactly as described. You have a category-by-category breakdown with status counts, ready for the board deck.
Example 2: Cross-reference FaceUp stats with your internal case tracking workbook
"Fetch FaceUp report counts for the last 12 months, filter to reports with status 'open' or 'in review', and write them into column E next to the matching case reference numbers in column A"
The pattern: instead of pulling a CSV and matching rows by hand, you ask for the join and the write in one prompt. SheetXAI handles the lookup inline.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with compliance or case tracking data, then ask it to do one of the tasks above. The FaceUp integration is included in every SheetXAI plan.