The Scenario
You are the marketing manager at a specialty retail chain. Next week you are launching the summer sale — a 20% discount on select gift card items. Before the campaign goes live, your director wants a full review of every active promotion in Gift Up! to make sure there are no conflicting discount codes still running.
You have never pulled the promotions list into a workbook before. Every time you need it, you log into Gift Up!, scroll through the dashboard, and try to read the small print on each promo entry.
The current state:
- You log in and count at least 14 promotion codes in the Gift Up! dashboard
- Some are from campaigns you recognize, some you do not
- You cannot easily see which ones are still active versus expired
- You cannot see usage counts at a glance
- You spend 40 minutes clicking into each promo entry and copying data into the workbook by hand, and you still are not sure the list is complete.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your Gift Up! promotions and writes the full list into the workbook so you can review and share it.
Open the SheetXAI sidebar and type:
Export all promotions from Gift Up! into the Campaign Review tab with columns for code, discount type, discount amount, usage count, and active status.
SheetXAI calls the Gift Up! API, pulls every promotion record, and writes the data into the workbook. All 14 (or however many there are) in one pass.
What You Get
A complete promotions audit table:
- Code column — every promotion code in your Gift Up! account
- Discount type column — percentage off, fixed amount, or other types
- Discount amount column — the actual discount value
- Usage count column — how many times each code has been used
- Active status column — whether the promotion is currently live
The full population, including expired promotions. Your director wants to see everything, not just the live ones, so nothing gets accidentally reactivated.
If you want the table sorted by active status first, then by usage count descending so the highest-impact promos surface to the top, add that to the prompt.
What If the Data Is Not Quite Ready
Promotion data from a platform that has been running for a few years tends to accumulate noise. SheetXAI handles the filtering and flagging in the same prompt.
When you only want currently active promotions
Your director only wants to see the codes that are live right now, not the historical archive.
Export all active Gift Up! promotions into the Campaign Review tab with code, discount type, discount amount, usage count, and expiry date. Sort by expiry date ascending so the soonest-expiring codes are at the top.
When you need to flag codes that expire within 30 days
The summer sale overlaps with some existing promotions that expire mid-campaign. You need to see which ones.
Export all Gift Up! promotions into the Campaign Review tab with code, discount amount, active status, and expiry date. In column F, write "EXPIRES WITHIN 30 DAYS" for any active promotion where the expiry date falls within 30 days of today.
When you want to group promotions by discount type
Your director wants to see percentage-off promotions separately from fixed-amount promotions to assess the margin impact.
Export all Gift Up! promotions into the Campaign Review tab. Group rows by discount type — one section for percentage discounts, one for fixed-amount discounts. Include code, discount value, usage count, and active status in each section. Add a subtotal row for usage count at the end of each section.
When you need the full audit with conflict detection in one shot
All promotions, expiry flags, usage counts, and a conflict warning for any promo that overlaps the summer sale window.
Export all Gift Up! promotions into the Campaign Review tab with code, discount type, discount amount, usage count, active status, and expiry date. Flag any active promotion where the expiry date is after the summer sale start date (June 15) in column G — write "POTENTIAL CONFLICT" for those rows. Add a summary at the bottom: count of active promos, count of expired promos, and count of flagged conflicts.
The pattern: describe the review output you actually need for the decision, not just a raw data pull, and SheetXAI builds the analysis-ready version.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Gift Up! promotions for review. The Gift Up! integration is included in every SheetXAI plan. For related workflows, see how to bulk-create Gift Up! gift card items from a catalog workbook or the Gift Up! in Excel overview.