The Scenario
You are a nonprofit development director. The board finance committee meets Thursday at 10 AM. They want a transaction-level report of every donation from last month's Givebutter campaign — 450 transactions across four campaigns — and they expect it in an Excel workbook, formatted to the organization's finance template.
It is Wednesday morning.
The bad version of this Wednesday:
- Log into Givebutter, filter by date range, export CSV for each campaign
- Open each CSV, discover the column headers do not match the finance template
- Copy-paste four exports into a master workbook, reorder columns, rename headers
- Discover the exported rows are capped at 100 per campaign download
- Start over, export in date-range batches, merge manually
- Submit the report with 412 rows because the last batch did not paste right.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Givebutter directly, without CSV exports or manual reformatting.
Open the SheetXAI sidebar and type:
Pull all Givebutter transactions from the last 30 days and write them into the Transactions tab of this workbook with columns: donor name, email, amount, campaign name, date, and payment method. Sort by campaign name ascending, then date descending within each campaign. Add a totals row at the bottom summing amount per campaign.
SheetXAI pulls all 450 transactions across all campaigns, writes them into the Transactions tab formatted exactly as you described, and computes the totals row. No pagination, no merging, no column renaming.
What You Get
A complete transaction report in the Transactions tab:
- All 450 transactions — no missed pages, no pagination limit
- Six columns — donor name, email, amount, campaign name, date, payment method
- Sorted by campaign, then date — the structure finance expects
- Totals row — amount per campaign at the bottom
You hand the workbook to finance on Wednesday afternoon, not Thursday morning in a panic.
If the committee wants a per-donor pivot instead, tell SheetXAI to reorganize what is already in the tab. It does not need to re-fetch.
What If the Data Is Not Quite Ready
Real transaction exports have inconsistencies. SheetXAI handles cleanup and the pull together.
When donor names are formatted inconsistently
Some gave under "Jane Smith," others under "Smith, Jane," others under an organization name. Your finance template groups by donor.
Pull all Givebutter transactions from the last 30 days into the Transactions tab. Normalize the donor name column so individual donors use First Last format and organizations keep their full name. Add a subtotal per donor in column G.
When you need to exclude test transactions
Your team ran a few test donations during campaign setup that should not appear in the board report.
Fetch all Givebutter transactions from the last 30 days into the Transactions tab. Exclude rows where donor email ends in @givebutter.com or where amount is $0.01 or $1.00. Add a column H flagging any excluded row as 'test transaction — excluded.'
When you only want gifts at or above a reporting threshold
The board finance committee only reviews gifts of $25 or more. Smaller gifts go to a separate operations tracker.
Pull all Givebutter transactions from the last 30 days where amount is $25 or more. Write them into the Transactions tab with donor name, email, amount, campaign, and date. Write the total count and total amount into cells H1 and H2.
When the committee wants both transaction detail and cumulative donor totals
The finance report needs the transaction list plus a column showing each donor's total giving across all time, not just last month.
Fetch all Givebutter transactions from the last 30 days and write them into the Transactions tab with the standard columns. For each donor, look up their total lifetime giving in Givebutter and write it into column G. Highlight rows in yellow where this month's gift is the donor's first-ever donation.
The pattern: one prompt handles the pull, the cleanup, and the calculated columns in sequence.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your Givebutter transactions into an Excel workbook. The Givebutter integration is included in every plan. For related workflows, see how to segment major donors into Excel or the Givebutter in Excel overview.